Trading Fast Signals: Multi-Period Trading At Home I wrote about my biggest W here. there won't be another article like this for the foreseeable future bcs recently I've only been getting Ls. as usual giving access to some who RT

no not the ontario superbowl halftime ad

some topics currently on the market notes. adding multi variable calculus, ODEs, PDEs and Cython. vision is to bridge the chasm of theory for self-learning quant topics for research, dev and trading

An interesting failure mode of large language models is that for some technical topics (e.g. string theory here), the quantity of bad popsci explainers, crank posts, and speculation dwarfs the quantity of actual academic literature, so it learns the former instead of the latter.

laughing at the irony of listening to Benn Eifert 🥷🏴‍☠️ odd lots ep (really fun btw) punctuated by tastytrade commercials

Truly a once in a generation show

when they save your excel model as a template

[guy who owns a ton of Pokémon cards]: the United States needs a federal Pokémon card reserve

If you think the administration won’t at least try to fudge the inflation or GDP numbers when they start to go south you are going to be in for a rude awakening apnews.com/article/trump-…

new post dropped long, long, long thoughts on backtesting in low frequency space. ref: cephalopod Robot James 🤖🏖 Corey Hoffstein 🏴‍☠️ Gappy (Giuseppe Paleologo) elPythonQuantador experquisite (yes I did say it's long) as usual giving access to some who RT

sell side ER really getting paid for publishing “stock prices related to investor expectations”

Today cohere is very excited to introduce Command A, our new model succeeding Command R+. Command A is an open-weights 111B parameter model with a 256k context window focused on delivering great performance across agentic, multilingual, and coding usecases. 🧵

everyone wants an empire; no one wants to fund nation-building in the imperial periphery. tacitus spoke about this

nobody is atheist at 50x leverage

As a field of knowledge, STEM probably already have far better psychological models than Psychology. The evidence is measured in quarterly profits. Where do you think Meta, Alphabet, and ByteDance get all their money

Your customers *are* your product

Ben Rhodes hasn’t posted anything taking credit yet but you gotta hand it to him. Obama signs that deal 10 years ago and sure enough Iran has no nuclear weapons now.

[POST] research.hangukquant.com/p/quantitative…

though I respect Naval, I believe his definition of intelligence isn't sufficient, as it falls into circular reasoning, his quote: "The only real test of intelligence is if you get what you want out of life, and the second part of that is wanting the right things." but what are