The GodBrain of trading.Yo, let’s talk trading. Here’s the gripe — and we’ll start simple.4d ago4d ago
The Death of Gut Feel: Why Machine Learning Crushes Human “Insights” in FinanceFor decades, financial pundits have clung to the belief that stock market forecasting requires human intuition — some mystical ability to…Feb 141Feb 141
The Hedge Fund Hierarchy and the Optionality ParadoxBreaking It Down: The Hedge Fund MachineFeb 6Feb 6
Overfitting Part 2: How I Learned to Stop Worrying and Love the SphereOk, we’re going to kick up my ramblings a notch or two. I’ll try to keep the math side as light as possible so that an intelligent reader…Jan 27Jan 27
BacktestingSo, not sure if I ever mentioned this, but I hold a Ph.D. in backtesting — with a focus on overfitting. This illustrious degree was…Jan 26Jan 26
CointegrationLet’s chat about this arcane beast called cointegration. Back in the day, it was all the rage — still makes appearances on the CVs of…Jan 24Jan 24
Buzz Words andDecentralization. Here’s a term that gets thrown around a lot, often without much thought. I’d love nothing more than to see…Jan 18Jan 18
SpheresGreetings Fellow AlphaNovans and other degens. It’s been a long time since I’ve delved into expressing my thoughts through words rather…Jan 16Jan 16