1,000,000 And Counting…….
Yesterday this blog reached the milestone of having over 1,000,000 page views. Sure, it is about equivalent to a popular James Altucher post, but to me it is a major milestone, and I would like to thank all of the readers who have supported this blog over the last few years- even when I took long breaks from posting to spend time working at my various day jobs. Writing this blog has been a labor of love so to speak. It has also given me back a lot more than all the free intellectual property and concepts or ideas I have shared. I have met so many different talented people, and been exposed to work in many different and interesting areas of the investment industry.
When people ask me why I would ever freely share my ideas instead of keeping things to myself and maximizing their market value– I would tell them that I if I had to do it all over, I would absolutely do it again. We are entering a new era where sharing and collaboration will (and already has) build more value than guarding and monopolizing information. The collective and the team will triumph over the individual. Gone are the days of worshipping gurus on CNBC, and instead we have a marketplace where smart people with access to technology can create quantitative systems that can potentially put to shame some of the best human portfolio managers. But to be able to build a sustainable edge requires a strong and open research culture, and effectively integrating the diverse talents of multiple individuals.
I hope to continue to share my own learning process and random musings as long as I can. And since I am still somewhat young and somewhat foolish, I have plenty of time and potential to improve. If there are topics that you find especially interesting that I have not yet covered- or covered in enough detail- please leave me with some ideas in the comments section. As always, I would encourage anyone who wants to share their work with some of the ideas presented with me as I would be more than happy to post them on this blog.
best,
David
Dear David,
It is always a genuine privilege to read your work. Thank you
Riccardo
Riccardo Ronco
Head of Technical Analysis
Follow #RiccardoRonco @aviatelive
1st Floor
22 Ganton Street
London W1F 7FD
rronco@aviateglobal.com
t: +44 (0)20 7233 3245
f: +44 (0)20 7233 3209
m: +44 (0)7765 697399
http://www.aviateglobal.com
Technical Analyst Runner-Up for Award 2014 for Best Stockbroker Research and Strategy
Technical Analyst Award 2013 for Best Stockbroker Research and Strategy
Technical Analyst Award 2012 for Technical Analyst of The Year
Technical Analyst Runner-Up for Award 2012 for Best Stockbroker Research and Strategy
Technical Analyst Award 2011 for Best Equity Research & Strategy
I must join Riccardo, and thank-you for sharing your work with us all.
thanks riccardo
best
david
thanks markettrend,
best
david
hi david,
congrats on the 1,000,000 page view! keep up the great work.
i know you’ve addressed this to some degree in prior posts and work (like your 2013 wagner paper) but i think more work around asset allocation would be helpful. for example, how should a person invest for retirement – the common set-up nowadays is a target date fund – but does that make sense? what sorts of improvements could we make to better empower investors to meet their goals (goals based ALM etc could also be things to explore).
hi drc, thank you. i will look into your suggestion for some posts in the new year. thank you for your suggestions. it is as you may know a very complex topic with multiple feasible solutions- each with their pros and cons. perhaps a different spin on things would be valuable.
best
david