The latest Market Wizards book (#5) by jack schwager is fantastic. I'm slowly digesting the lessons in Chapter 1 by Peter Brandt - a must read for any Futures trader! CC The Trade Brigade tradingnotions.com/lessons-from-m…

"Convexity means mistakes are small, Concavity means mistakes are large & rare..." Nassim Nicholas Taleb youtube.com/watch?v=B2-QCv…

New YouTube video: 1hr general-audience introduction to Large Language Models youtube.com/watch?v=zjkBMF… Based on a 30min talk I gave recently; It tries to be non-technical intro, covers mental models for LLM inference, training, finetuning, the emerging LLM OS and LLM Security.

Hope is not a strategy. tradingnotions.com/hope-is-not-a-…

Really enjoying this in-depth overview of the Cybertruck by Marques Brownlee youtube.com/watch?v=XxOh12…

Introducing Gemini 1.0, our most capable and general AI model yet. Built natively to be multimodal, it’s the first step in our Gemini-era of models. Gemini is optimized in three sizes - Ultra, Pro, and Nano Gemini Ultra’s performance exceeds current state-of-the-art results on

Taking some inspiration from Unknown Market Wizard Chris Camillo for this post, Identifying Early Trends tradingnotions.com/identifying-ea…

In 2018 Naval & Scott Adams discussed the classes they would teach at a Naval & Scott University. I came up with a reading list for each class. tradingnotions.com/naval-scott-un…

A modest bull case for Ethereum in 2024 ETH's cycle bottom of $880 feels like ancient history now - it happened all the way back in June of 2022 - and since then, contrary to popular belief, ETH has performed quite well on a risk-adjusted basis (up 2.5x from the bottom). But of

“If there’s anything I see juniors often miss, it’s this. Careful, repeated, even obsessive, study of their own work. For programmers that means poring over the pull request until it’s as aesthetically pleasing as it is functionally correct.” world.hey.com/dhh/commit-to-…

The Annual "Christmas Tree" stacking chart of historical annual returns for the S&P 500, published every Christmas week for the past 20 years. Happy holidays to one and all. Website: worthcharting.com

I continue to learn a tremendous amount from jack schwager's Market Wizards books. My latest lesson is on the vast topic of Risk Management, thanks to Bruce Kovner tradingnotions.com/risk-managemen…

$QQQ - at an all time high. Where do we go next? Higher? Lower? Sideways? Who knows. But here are some levels and fundamental narratives I'll be monitoring. tradingnotions.com/fibonacci-retr…

Expected bounce in early session as SPX touched down to 21ema on daily chart. Sellers negated it all and then some, closing market near lows of session. Bias remains down with potential for lower. That was my daily closing statement to my subscribers. While I stand behind it,

Seven Prevailing Topics Driving My Market Outlook Throughout 2024 $SPY $QQQ $IWM tradingnotions.com/seven-prevaili…

The 5% Problem Holding Back #NFTs tradingnotions.com/the-5-problem-…

Super detailed look at how a project starts, goes, ends, and ships at 37signals. Here's how we built Bubble Up, from kickoff to launch. Original sketches, the pitch, internal posts, discussions, Hill Charts, QA, and everything else. See it here: updates.37signals.com/post/hey-bubbl…

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York

Although Lenny Rachitsky beat me to it with his handy decision-making frameworks newsletter this week, this is my go to list of frameworks as a PM. tradingnotions.com/12-product-man…

Notes to prepare for your Product Management interview. Organized around common PM questions. tradingnotions.com/notes-to-prepa…