@carlcarrie.bsky.social
Found this article by a quant at ESCP on a Python-coded dynamic overlay strategy on top of an equity portfolio that uses risk indicators to help hedge decision making; for the uninitiated
#finX
medium.com/@mickalmessa...
#finX
medium.com/@mickalmessa...
# 🧠 How I Used Machine Learning to Build a Dynamic Option Overlay Strategy in Python
*By Mickaël Messas – Quantitative Research, ESCP Europe*
medium.com
November 1, 2025 at 11:25 AM
Found this article by a quant at ESCP on a Python-coded dynamic overlay strategy on top of an equity portfolio that uses risk indicators to help hedge decision making; for the uninitiated
#finX
medium.com/@mickalmessa...
#finX
medium.com/@mickalmessa...
Didier Rodrigues Lopes wrote a thought-provoking article on Financial Services and AI and how OpenBB, Bloomberg, LSEG and others are competing and ultimately, how the tech tailwinds (eg MCP, LLMs) are impacting their product road maps.
My thoughts below:
medium.com/@carlcarrie/...
My thoughts below:
medium.com/@carlcarrie/...
MCP and FDC3 are Not Driving The Future of AI in FinTech, It’s a Brave New Agentic Workflow World!
The founder of https://www.openbb.co/ — Didier Rodrigues Lopes wrote this really interesting article on the Evolution of AI Agents in…
medium.com
September 26, 2025 at 12:54 AM
Didier Rodrigues Lopes wrote a thought-provoking article on Financial Services and AI and how OpenBB, Bloomberg, LSEG and others are competing and ultimately, how the tech tailwinds (eg MCP, LLMs) are impacting their product road maps.
My thoughts below:
medium.com/@carlcarrie/...
My thoughts below:
medium.com/@carlcarrie/...
Good article on why fine-tuning large language models can have a 'destructive effect' that is hard to quantify...
open.substack.com/pub/codingin...
open.substack.com/pub/codingin...
Fine-Tuning LLMs is a Huge Waste of Time
People think they can use Fine-Tune for Knowledge Injection. People are Wrong
open.substack.com
June 12, 2025 at 10:43 AM
Good article on why fine-tuning large language models can have a 'destructive effect' that is hard to quantify...
open.substack.com/pub/codingin...
open.substack.com/pub/codingin...
Reposted
DeepSeek-R1 Thoughtology: Let’s <think> about LLM reasoning
142-page report diving into the reasoning chains of R1. It spans 9 unique axes: safety, world modeling, faithfulness, long context, etc.
142-page report diving into the reasoning chains of R1. It spans 9 unique axes: safety, world modeling, faithfulness, long context, etc.
April 13, 2025 at 3:04 AM
DeepSeek-R1 Thoughtology: Let’s <think> about LLM reasoning
142-page report diving into the reasoning chains of R1. It spans 9 unique axes: safety, world modeling, faithfulness, long context, etc.
142-page report diving into the reasoning chains of R1. It spans 9 unique axes: safety, world modeling, faithfulness, long context, etc.
Really thoughtful blog post on whether or not training models infringes or should infringe upon creator rights (IP and other)
blog.giovanh.com/blog/2025/04...
blog.giovanh.com/blog/2025/04...
Why training AI can't be IP theft
you can't reserve the right to learn
blog.giovanh.com
April 14, 2025 at 4:00 PM
Really thoughtful blog post on whether or not training models infringes or should infringe upon creator rights (IP and other)
blog.giovanh.com/blog/2025/04...
blog.giovanh.com/blog/2025/04...
BPS is a GPS alternative that nobody's heard of | Jeff Geerling
www.jeffgeerling.com
April 13, 2025 at 12:37 PM
Stanford AI Index Report
Chart Summary: hai.stanford.edu/news/ai-inde...
Full Report:
hai-production.s3.amazonaws.com/files/hai_ai...
Chart Summary: hai.stanford.edu/news/ai-inde...
Full Report:
hai-production.s3.amazonaws.com/files/hai_ai...
AI Index 2025: State of AI in 10 Charts | Stanford HAI
Small models get better, regulation moves to the states, and more.
hai.stanford.edu
April 8, 2025 at 1:34 AM
Stanford AI Index Report
Chart Summary: hai.stanford.edu/news/ai-inde...
Full Report:
hai-production.s3.amazonaws.com/files/hai_ai...
Chart Summary: hai.stanford.edu/news/ai-inde...
Full Report:
hai-production.s3.amazonaws.com/files/hai_ai...
NeuraLatex
neuralatex.com
"Self-Contained Paper: Solves reproducibility by including all code, data, and experiments in the LaTeX source, executable during compilation"
The paper in Latex compiles and is executable ... Pure reproducibility
neuralatex.com
"Self-Contained Paper: Solves reproducibility by including all code, data, and experiments in the LaTeX source, executable during compilation"
The paper in Latex compiles and is executable ... Pure reproducibility
Neuralatex: A machine learning library written in pure LATEX
Neuralatex: A machine learning library written in pure LATEX
neuralatex.com
April 1, 2025 at 8:47 PM
NeuraLatex
neuralatex.com
"Self-Contained Paper: Solves reproducibility by including all code, data, and experiments in the LaTeX source, executable during compilation"
The paper in Latex compiles and is executable ... Pure reproducibility
neuralatex.com
"Self-Contained Paper: Solves reproducibility by including all code, data, and experiments in the LaTeX source, executable during compilation"
The paper in Latex compiles and is executable ... Pure reproducibility
Good article on using large language models and vibe coding from @simonwillison.net
simonwillison.net/2025/Mar/11/...
simonwillison.net/2025/Mar/11/...
Here’s how I use LLMs to help me write code
Online discussions about using Large Language Models to help write code inevitably produce comments from developers who’s experiences have been disappointing. They often ask what they’re doing wrong—h...
simonwillison.net
March 11, 2025 at 2:28 PM
Good article on using large language models and vibe coding from @simonwillison.net
simonwillison.net/2025/Mar/11/...
simonwillison.net/2025/Mar/11/...
Handbook of Sustainable Finance #ebook updated by Thierry Roncalli
papers.ssrn.com/sol3/papers....
1200+ pages
papers.ssrn.com/sol3/papers....
1200+ pages
Handbook of Sustainable Finance
This handbook in Sustainable Finance corresponds to the lecture notes of the course given at University Paris-Saclay, ENSAE and Sorbonne University. It covers t
papers.ssrn.com
March 11, 2025 at 2:25 PM
Handbook of Sustainable Finance #ebook updated by Thierry Roncalli
papers.ssrn.com/sol3/papers....
1200+ pages
papers.ssrn.com/sol3/papers....
1200+ pages
February 24, 2025 at 12:52 PM
Strategic Wealth Accumulation Under Transformative AI Expectations
arxiv.org/abs/2502.11264
Paper TL; DR - AI infused automation redirects labor income from workers to those controlling AI systems and will likely increase interest rates in the near term
..
arxiv.org/abs/2502.11264
Paper TL; DR - AI infused automation redirects labor income from workers to those controlling AI systems and will likely increase interest rates in the near term
..
Strategic Wealth Accumulation Under Transformative AI Expectations
This paper analyzes how expectations of Transformative AI (TAI) affect current economic behavior by introducing a novel mechanism where automation redirects labor income from workers to those controll...
arxiv.org
February 24, 2025 at 12:01 AM
Strategic Wealth Accumulation Under Transformative AI Expectations
arxiv.org/abs/2502.11264
Paper TL; DR - AI infused automation redirects labor income from workers to those controlling AI systems and will likely increase interest rates in the near term
..
arxiv.org/abs/2502.11264
Paper TL; DR - AI infused automation redirects labor income from workers to those controlling AI systems and will likely increase interest rates in the near term
..
"As a baseline assumption, better models are a rising tide that lifts all boats."
But AI doesn't create sustainable moats!
This article explains why:
open.substack.com/pub/frontier...
But AI doesn't create sustainable moats!
This article explains why:
open.substack.com/pub/frontier...
You can’t build a moat with AI (redux)
Using LLMs doesn't make a product special anymore
open.substack.com
February 21, 2025 at 12:33 AM
"As a baseline assumption, better models are a rising tide that lifts all boats."
But AI doesn't create sustainable moats!
This article explains why:
open.substack.com/pub/frontier...
But AI doesn't create sustainable moats!
This article explains why:
open.substack.com/pub/frontier...
February 1, 2025 at 1:18 AM
DeepSeek's influence on AI and Markets is profound, with its open-source approach challenging traditional moats.
There are no AI MOATS!
Read more here:
medium.com/@carlcarrie/...
There are no AI MOATS!
Read more here:
medium.com/@carlcarrie/...
DeepSeek’s Deep Impact on AI
The Open AI Frontier: There Are No Moats!
medium.com
February 1, 2025 at 12:40 AM
DeepSeek's influence on AI and Markets is profound, with its open-source approach challenging traditional moats.
There are no AI MOATS!
Read more here:
medium.com/@carlcarrie/...
There are no AI MOATS!
Read more here:
medium.com/@carlcarrie/...
Schrödinger's Cats on a Saturday?
A new discovery promises to greatly reduce errors in quantum computing and is an important precursor to Applied Quantum Computing - paper
nature.com/articles/s41...
A new discovery promises to greatly reduce errors in quantum computing and is an important precursor to Applied Quantum Computing - paper
nature.com/articles/s41...
Schrödinger cat states of a nuclear spin qudit in silicon - Nature Physics
A large nuclear spin has been successfully placed in a Schrödinger cat state, a superposition of its two most widely separated spin coherent states. This can be used as an error-correctable qubit.
nature.com
January 18, 2025 at 3:29 PM
Schrödinger's Cats on a Saturday?
A new discovery promises to greatly reduce errors in quantum computing and is an important precursor to Applied Quantum Computing - paper
nature.com/articles/s41...
A new discovery promises to greatly reduce errors in quantum computing and is an important precursor to Applied Quantum Computing - paper
nature.com/articles/s41...
Large language models as inspiration for time series foundation models
Workshop :
neurips-time-series-workshop.github.io
List of papers:
neurips-time-series-workshop.github.io
Workshop :
neurips-time-series-workshop.github.io
List of papers:
neurips-time-series-workshop.github.io
Time Series in the Age of Large Models
neurips-time-series-workshop.github.io
December 15, 2024 at 6:34 PM
Large language models as inspiration for time series foundation models
Workshop :
neurips-time-series-workshop.github.io
List of papers:
neurips-time-series-workshop.github.io
Workshop :
neurips-time-series-workshop.github.io
List of papers:
neurips-time-series-workshop.github.io
Re: Entropy: decades of different perspectives on defining entropy
www.quantamagazine.org/what-is-entr...
www.quantamagazine.org/what-is-entr...
What Is Entropy? A Measure of Just How Little We Really Know. | Quanta Magazine
Exactly 200 years ago, a French engineer introduced an idea that would quantify the universe’s inexorable slide into decay. But entropy, as it’s currently understood, is less a fact about the world th...
www.quantamagazine.org
December 15, 2024 at 3:08 AM
Re: Entropy: decades of different perspectives on defining entropy
www.quantamagazine.org/what-is-entr...
www.quantamagazine.org/what-is-entr...
Multimodal Time-Series Research Page:
research.google/blog/unlocki...
“Our results show that plotting as an approach amplifies the capabilities of multimodal models currently available to consumers to make sense of complicated time-series data.”
Paper:
arxiv.org/abs/2410.02637
research.google/blog/unlocki...
“Our results show that plotting as an approach amplifies the capabilities of multimodal models currently available to consumers to make sense of complicated time-series data.”
Paper:
arxiv.org/abs/2410.02637
Unlocking the power of time-series data with multimodal models
research.google
December 4, 2024 at 4:32 AM
Multimodal Time-Series Research Page:
research.google/blog/unlocki...
“Our results show that plotting as an approach amplifies the capabilities of multimodal models currently available to consumers to make sense of complicated time-series data.”
Paper:
arxiv.org/abs/2410.02637
research.google/blog/unlocki...
“Our results show that plotting as an approach amplifies the capabilities of multimodal models currently available to consumers to make sense of complicated time-series data.”
Paper:
arxiv.org/abs/2410.02637
Wonderful read:
Flow-matching and rectified flow models, which are embedded in many new generative AI applications. In the real world, things typically follow curved paths, like flowing water
Article:
drscotthawley.github.io/blog/posts/F...
Python Colab:
colab.research.google.com/github/drsco...
Flow-matching and rectified flow models, which are embedded in many new generative AI applications. In the real world, things typically follow curved paths, like flowing water
Article:
drscotthawley.github.io/blog/posts/F...
Python Colab:
colab.research.google.com/github/drsco...
blog - Flow With What You Know
Basic physics provides a “straight, fast” way to get up to speed with flow-based generative models
drscotthawley.github.io
November 30, 2024 at 1:17 PM
Wonderful read:
Flow-matching and rectified flow models, which are embedded in many new generative AI applications. In the real world, things typically follow curved paths, like flowing water
Article:
drscotthawley.github.io/blog/posts/F...
Python Colab:
colab.research.google.com/github/drsco...
Flow-matching and rectified flow models, which are embedded in many new generative AI applications. In the real world, things typically follow curved paths, like flowing water
Article:
drscotthawley.github.io/blog/posts/F...
Python Colab:
colab.research.google.com/github/drsco...