Alex_Shleizer

Alex_Shleizer's Comments

A practical out-of-the-box solution to slow down COVID-19: Turn up the heat

I didn't know about it. Large spread in Indonesia definitely weakens the climate theory.

A practical out-of-the-box solution to slow down COVID-19: Turn up the heat

Both some German cities and New York are listed as potential cities to be under increased risk soon (see the last image at the post) - they actually have pretty similar temperature/humidity profile.

A practical out-of-the-box solution to slow down COVID-19: Turn up the heat

The potential confounders you listed are also relevant to very cold places (northern Europe/Canada) and it seems they are currently less affected.

A practical out-of-the-box solution to slow down COVID-19: Turn up the heat

I agree with the objection regarding Seattle. But I don't think that a situation as bad as in Iran or Italy would go under the radar, the hospitals there are flooded with COVID patients that show the same symptoms over and over and even in the extremely censored China this kind of information eventually leaked.
Spain is only x2 compared to the US right now and this could easily be explained by under testing and proximity to Italy.

Why Iran and Italy and not Thailand and the Philipines?

Refactoring EMH – Thoughts following the latest market crash

Strong form doesn't mean that the prices are "always right" the idea of strong form EMH is that the prices also already incorporate private information (meaning you can't get alpha even if you had insider information) compared to Semi-strong that claims that the markets don't account for private information.

The definition of EMH (from wikipedia) is:

The efficient-market hypothesis (EMH) is a hypothesis in financial economics that states that asset prices reflect all available information. A direct implication is that it is impossible to "beat the market" consistently on a risk-adjusted basis since market prices should only react to new information.

There was no straw man, I have specifically reflected on this definition.

Refactoring EMH – Thoughts following the latest market crash

EMH actually claims that sitting down with a blank sheet of paper and gaining an information advantage is impossible, the market prices already incorporated all the public data. I agree that this assumption seems wrong (and the goal of my post was to provide an alternative assumption)