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2026
Jan 22
Enterprise AI Strategy is Backwards
Jan 16
Ozempic is Reshaping the Fast Food Industry
Jan 11
The Market Can Stay Irrational Longer Than You Can Stay Solvent
Jan 10
Social Media Success Prediction: BERT Models for Post Titles
PROJECT
Jan 9
Beyond Vector Search: Why LLMs Need Episodic Memory
Jan 7
65% of Hacker News Posts Have Negative Sentiment, and They Outperform
PROJECT
Jan 6
Praise by Name, Criticize by Category: Warren Buffett Retires at 95
Jan 5
RSS Swipr: Find Blogs Like You Find Your Dates
PROJECT
Jan 2
Bitcoin Security
2025
Dec 30
Apple's AI Bet: Playing the Long Game or Missing the Moment?
Dec 27
Book Review: Why Machines Learn
Dec 24
Building a No-Tracking Newsletter from Markdown to Distribution
PROJECT
Dec 12
How AI is Shaping My Investment Portfolio for 2026
Dec 9
Not Logan Roy: Netflix vs. Paramount's Bidding War
Dec 2
Nike's Crisis and the Economics of Brand Decay
Dec 1
Gratitude
Nov 30
Deploying to Production with AI Agents: Testing Cursor on Azure
PROJECT
Nov 28
Michael Burry's $379 Newsletter
Nov 24
Is AI Really Eating the World? AGI, Networks, Value [2/2]
Nov 23
Is AI Really Eating the World? [1/2]
Nov 22
Weather Forecasts Have Improved a Lot
Nov 21
GLP-1 Receptor Agonists in ASUD Treatment
Nov 16
Damodaran on Gold's 2025 Surge
Nov 14
The Bicycle Needs Riding to be Understood
Nov 11
Notes: The Space Between
Nov 9
AI Models as Standalone P&Ls
Nov 8
Working with Models
Oct 26
Pozsar's Bretton Woods III: Three Years Later [2/2]
Oct 25
Pozsar's Bretton Woods III: The Framework [1/2]
Oct 19
Everything is a DCF Model
Oct 18
Google Discovers New Cancer Therapy Pathway
Oct 12
The State of AI Report 2025
Oct 11
Popular Science Nobel Prize
Aug 30
Agent-based Systems for Modeling Wealth Distribution
Aug 23
Visualizing Gradients with PyTorch
PROJECT
Jul 7
Sentiment Trading Revisited
Jul 6
Counting Cards with Computer Vision
PROJECT
Jul 4
NVIDIA Likes Small Language Models
Jun 29
Novo Nordisk's Post-Patent Strategy
Jun 22
Behavioral Economics & Transit Policy
Jun 15
It Just Ain’t So
Jun 12
Not All AI Skeptics Think Alike
May 31
Your AI Assistant Might Rat You Out
May 30
Gambling vs. Investing
May 30
Modeling Glycemic Response with XGBoost
PROJECT
May 28
The Model Said So
May 21
Dual Mandate Tensions
May 11
Beyond Monte Carlo: Tensor-Based Market Modeling
Apr 25
DeFi's $42 Billion Maturity Story
Feb 20
Trading on Market Sentiment
PROJECT
Feb 15
Passive Investing's Active Problem
Jan 2
I Built a CGM Data Reader
PROJECT
2024
Dec 31
The Green Bond Commitment Premium
Nov 11
Crypto Mean Reversion Trading
PROJECT
Sep 28
Meta's Edge AI Gambit
Jun 21
How Some Active Funds Create Their Own Returns
May 20
OpenAI Cuts Prices, Raises Stakes
May 12
AlphaFold 3: Free for Science
Mar 15
My First 'Optimal' Portfolio
PROJECT
Feb 15
Zochi AI Passes Academic Peer Review
Jan 15
The Tech behind this Site
PROJECT