How Silicon Valley, in a Show of Monopolistic Force, Destroyed
https://t.co/C2om0SHgLb
We wrote a 200 page report on why corporate concentration - including the big tech radicalization engines - worsened under both Democratic and Republican administrations. It has to do with antitrust enforcement, and it's fixable by Biden. https://t.co/K85Kv34t83
— Matt Stoller (@matthewstoller) January 12, 2021
https://t.co/OyElNWwoue
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@Iplaywithgerms Total effects capture paths by which treatment affects competing event (e.g. protective total effect of lifesaving treatment on dementia may be wholly/partially due to effect on survival). Controlled direct effects do not capture these paths
@Iplaywithgerms More detailed reasoning on the difference and tradeoffs between total and controlled direct effects and causal reasoning in the point treatment context provided here along with description of some estimators and
@Iplaywithgerms If you are familiar with more robust approaches like IPW or even better TMLE for time-varying treatment, these are trivially adapted to go after the controlled direct effect by simply treating competing events like loss to follow-up (censoring). e.g.
@Iplaywithgerms Examples of IPW estimation of the total effect of a time-varying treatment described in Appendix D of this paper:
https://t.co/RNhcgTBMkb
And here
https://t.co/rMWmwFBWwV
Others in reference lists of above papers.
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Covering one of the most unique set ups: Extended moves & Reversal plays
Time for a 🧵 to learn the above from @iManasArora
What qualifies for an extended move?
30-40% move in just 5-6 days is one example of extended move
How Manas used this info to book
The stock exploded & went up as much as 63% from my price.
— Manas Arora (@iManasArora) June 22, 2020
Closed my position entirely today!#BroTip pic.twitter.com/CRbQh3kvMM
Post that the plight of the
What an extended (away from averages) move looks like!!
— Manas Arora (@iManasArora) June 24, 2020
If you don't learn to sell into strength, be ready to give away the majority of your gains.#GLENMARK pic.twitter.com/5DsRTUaGO2
Example 2: Booking profits when the stock is extended from 10WMA
10WMA =
#HIKAL
— Manas Arora (@iManasArora) July 2, 2021
Closed remaining at 560
Reason: It is 40+% from 10wma. Super extended
Total revenue: 11R * 0.25 (size) = 2.75% on portfolio
Trade closed pic.twitter.com/YDDvhz8swT
Another hack to identify extended move in a stock:
Too many green days!
Read
When you see 15 green weeks in a row, that's the end of the move. *Extended*
— Manas Arora (@iManasArora) August 26, 2019
Simple price action analysis.#Seamecltd https://t.co/gR9xzgeb9K