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boaz weinstein
Boaz Weinstein adalah pendiri Saba Capital Management.
boaz weinstein memposting ulang
Apa portofolio dana lindung nilai 4 terbaik jika tujuannya adalah untuk mengalahkan FOF terarah HCRI sebesar 250bps dengan korelasi SPX di bawah 0,3?
kunci adalah penyeimbangan
• korelasi (tetap rendah tetapi jangan menyerah alpha)
• volatilitas (diversifikasi peristiwa vs kredit vs ekuitas vs makro)
• pengembalian yang diharapkan (Anda membutuhkan dana yang benar-benar berburu bukan memeluk)
Pilihan saya:
-Elliott
- titik perak,
- d1,
-Saba
Tip 'o topi untuk @boazweinstein
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Perang gesekan klasik 'permainan koordinasi dengan penundaan' antara Adams dan Cuomo ini tidak menunjukkan tanda-tanda akan berakhir karena mereka berdua yakin bahwa mereka adalah kandidat yang lebih baik untuk menang.
Untuk melakukan hal yang benar dan menghindari cemoohan dan penyesalan seumur hidup, mereka harus segera mematuhi lemparan koin publik untuk memutuskan siapa yang tersisa. Sebut saja, 'Flip untuk menyelamatkan NY'.

Bill Ackman17 Agu, 20.01
The NYC mayoral election is a slow-moving, soon-to-be-accelerating train wreck. With @andrewcuomo and @ericadamsfornyc both still in the race and apparently planning to stay in the race until the end, @ZohranKMamdani is a near certain winner.
Mayor Adams or Cuomo can win the election, but not if it is a three- or four-way race.
The only path to victory is for one of them to step aside and it needs to happen soon. If Adams and Cuomo truly care about our great city, they should sit down and work it out, and they need to do it now.
Socialism will be the death knell for NYC. That will be both Andrew’s and Eric’s legacy if they put their self interest and egos above what is best for the city.
NYC will look very kindly on the candidate that steps aside and helps the other win to save the city. That will be a very important part of their legacy. In the alternative, they will both be responsible for a socialist takeover of the city, the lives lost from the increase in crime, the economic destruction and unemployment, and the inspiration a Mamdani win will inspire for Socialist candidates around the country.
This is a really important election for the future of the city and the country. On the path Eric, Andrew and we are on, we are handing NYC to Mamdani.
Wake up New York City!
269,77K
boaz weinstein memposting ulang
Druze Arab dibantai di Suriah
Candace Owens: 🤐
Dave Smith: 🤐
Jake Perisai: 🤐
Tucker Carlson: 🤐
Jackson Hinkle: 🤐
Dan Bilzerian: 🤐
Dermaga Morgan: 🤐
Mehdi Hasan: 🤐
Ilhan Omar: 🤐
Hasan Piker: 🤐
Macklemore: 🤐
Greta Thunb: 🤐
Zohran Mamdani: 🤐
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