First of all many thanks to Manlobbi for bringing the boards back!!!!

I personally would have thought only old timers would migrate - but am pleasantly surprised too see new names

But with that I also see some potential dark clouds of conflict brewing - Hence this post.

I have been a lurker on this board - 18 years almost. Some of you know me personally. I essentially read Jim, FC, Ray and Zee ( whenever he posts)

I guess Jim's departure from MF made me go into a withdrawal tailspin and forced me to start posting 😂

Here's my take and perspective on these key folks in MI world over the years

(1) Zee : He's an enigma for most folks at the beginning. I have had the pleasure of knowing him personally.
(a) Data Authenticity: You simply can't beat him here. His length and breadth of data is simply incredible - I don't know any other individual source without any survival bias and that level of accuracy - he's literally a fanatic on this one
(b) Analytical API: I think majority of the credit on this goes to his son who custom wrote this for him. He refers to it as " mound of toast" - but in technical terms it's easy to do both local and global optimization ( SQL backend iirc)
(c) Honesty : I have not seen him lie.
(d) Personality : One of the most optimistic individuals I have met. That combined with being a teacher for most his life - you have to kinda reread his posts to understand his view. He's not a modeler like Jim - tends to not focus on the error term( sorry I am - if that statement sounds Greek - ignore)

Net he STRONGLY believes his analysis. The KEY REJOINDER: You will personally NOT replicate his results exactly - because he has access to a multidimensional, multilayered approach - and most of the time he's presenting one key concept. Just remember he WANTS to Help - as he has over the Years!

So you better have a compendium of his approaches to connect the dots

(2) Jim aka Mingo: Possibly the most revered guy around here.
(a) His approaches are mostly statistical models - so it's probabilistic and easy to follow for me. In that sense he's transparent about the success probability and thus the downside too

(b) His general perspective is incredible. If you want to learn about investing he's THE guy

(3) FC ie Flying Circus: One of the best resources for momentum based Quant approaches

I am curious about BS DETECTORS claims. But it's better to recognize it's just DIFFERENT than the others - not better or worse

Zee / Jim are mostly Contrarians

Hopefully this helps to add value to your thoughts

All the best in 2023+
Best

Mechanical Investing FAQ

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