philippdubach
@philippdubach.com
Blog about Personal Projects, Articles and Papers on Economics, Finance and Technology.
🤖 This account automatically shares the latest blog posts.
🌐 https://philippdubach.com
🤖 This account automatically shares the latest blog posts.
🌐 https://philippdubach.com
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Pozsar's Bretton Woods III: Three Years Later [2/2]
Part 2/2 examining Bretton Woods III outcomes: reserve diversification, commodity volatility, and infrastructure constraints in finance.
philippdubach.com
Is the era of "Inside Money" dominance ending?
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Reposted by philippdubach
해커뉴스 게시물의 65%가 부정적 감정을 띠며, 이들이 더 높은 성과를 보임 | GeekNews
news.hada.io/topic?id=25626
65% of HN Posts Have Negative Sentiment, They Outperform
philippdubach.com/standalone/h...
news.hada.io/topic?id=25626
65% of HN Posts Have Negative Sentiment, They Outperform
philippdubach.com/standalone/h...
해커뉴스 게시물의 65%가 부정적 감정을 띠며, 이들이 더 높은 성과를 보임 | GeekNews
해커뉴스의 게시물 감정 분석 연구에서 전체의 약 65%가 부정적 감정으로 분류되었으며, 이 게시물들이 평균적으로 더 높은 점수를 기록부정적 게시물의 평균 점수는 35.6점, 전체 평균은 28점으로, 약 27%의 성과 프리미엄이 확인됨분석은 32,000개 게시물과 34만 개 댓글을 대상으로 진행되었으며, 6종의 모델에서 일관된 부정적 편향이 나타남사용된 모델
news.hada.io
January 7, 2026 at 2:23 PM
해커뉴스 게시물의 65%가 부정적 감정을 띠며, 이들이 더 높은 성과를 보임 | GeekNews
news.hada.io/topic?id=25626
65% of HN Posts Have Negative Sentiment, They Outperform
philippdubach.com/standalone/h...
news.hada.io/topic?id=25626
65% of HN Posts Have Negative Sentiment, They Outperform
philippdubach.com/standalone/h...
Warren Buffett has stepped down as CEO at 95, handing over the reins to Greg Abel. Notably, Berkshire paid $26.8 billion in federal income taxes last year, a significant portion of corporate Americ...
https://philippdubach.com/posts/praise-by-name-criticize-by-category-warren-buffett-retires-at-95/
https://philippdubach.com/posts/praise-by-name-criticize-by-category-warren-buffett-retires-at-95/
Praise by Name, Criticize by Category: Warren Buffett Retires at 95
Buffett exits after paying $26.8B in federal taxes last year. What his letters reveal about admitting mistakes, insurance float, and why Abel inherits $300B in cash.
philippdubach.com
January 7, 2026 at 2:15 PM
Warren Buffett has stepped down as CEO at 95, handing over the reins to Greg Abel. Notably, Berkshire paid $26.8 billion in federal income taxes last year, a significant portion of corporate Americ...
https://philippdubach.com/posts/praise-by-name-criticize-by-category-warren-buffett-retires-at-95/
https://philippdubach.com/posts/praise-by-name-criticize-by-category-warren-buffett-retires-at-95/
Reposted by philippdubach
65% of Hacker News Posts Have Negative Sentiment, and They Outperform https://philippdubach.com/standalone/hn-sentiment/ (https://news.ycombinator.com/item?id=46512881)
65% of Hacker News Posts Have Negative Sentiment, and They Outperform
Analysis of 32,000 HN posts and 340K comments reveals negativity bias correlates with higher engagement. Data, methodology, and full paper available.
philippdubach.com
January 6, 2026 at 3:14 PM
65% of Hacker News Posts Have Negative Sentiment, and They Outperform https://philippdubach.com/standalone/hn-sentiment/ (https://news.ycombinator.com/item?id=46512881)
Reposted by philippdubach
Nike's Crisis and the Economics of Brand Decay
#HackerNews
<a href="https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/
#HackerNews
<a href="https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/
January 4, 2026 at 3:00 PM
Nike's Crisis and the Economics of Brand Decay
#HackerNews
<a href="https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/
#HackerNews
<a href="https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">https://philippdubach.com/posts/nikes-crisis-and-the-economics-of-brand-decay/
Michael Burry's hedge fund deregistered and now offers a $379 annual newsletter to his 1.6 million followers, providing insights into his investment strategies and market analysis.
https://philippdubach.com/posts/michael-burrys-379-newsletter/
https://philippdubach.com/posts/michael-burrys-379-newsletter/
Michael Burry's $379 Newsletter
Michael Burry launches a Substack after deregistering his hedge fund, warning AI markets are in bubble territory like the 1999 dot-com crash.
philippdubach.com
January 4, 2026 at 12:13 PM
Michael Burry's hedge fund deregistered and now offers a $379 annual newsletter to his 1.6 million followers, providing insights into his investment strategies and market analysis.
https://philippdubach.com/posts/michael-burrys-379-newsletter/
https://philippdubach.com/posts/michael-burrys-379-newsletter/
Is the era of "Inside Money" dominance ending?
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Pozsar's Bretton Woods III: Three Years Later [2/2]
Part 2/2 examining Bretton Woods III outcomes: reserve diversification, commodity volatility, and infrastructure constraints in finance.
philippdubach.com
January 4, 2026 at 12:11 PM
Is the era of "Inside Money" dominance ending?
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
Looking back at Pozsar’s Bretton Woods III thesis three years later. We're seeing the "Return of the Real" in global macro, but not exactly how everyone expected.
Read the full breakdown here: philippdubach.com/posts/pozsar...
I've been blindsided by my own assumptions before. Discover the uncomfortable truth behind the things we think we know for sure.
https://philippdubach.com/posts/it-just-aint-so/
https://philippdubach.com/posts/it-just-aint-so/
It Just Ain’t So
philippdubach.com
January 4, 2026 at 11:43 AM
I've been blindsided by my own assumptions before. Discover the uncomfortable truth behind the things we think we know for sure.
https://philippdubach.com/posts/it-just-aint-so/
https://philippdubach.com/posts/it-just-aint-so/
I've been thinking a lot about the intersection of behavioral economics and transit policy, particularly in the context of New York City's fare-free bus experiment. What can we learn from it?
https://philippdubach.com/posts/behavioral-economics-transit-policy/
https://philippdubach.com/posts/behavioral-economics-transit-policy/
Behavioral Economics & Transit Policy
philippdubach.com
January 4, 2026 at 11:43 AM
I've been thinking a lot about the intersection of behavioral economics and transit policy, particularly in the context of New York City's fare-free bus experiment. What can we learn from it?
https://philippdubach.com/posts/behavioral-economics-transit-policy/
https://philippdubach.com/posts/behavioral-economics-transit-policy/
I stumbled upon an interesting challenge to test Claude Code's capabilities - counting cards in Blackjack. The result? A surprisingly efficient 200 lines of Python-backend code.
https://philippdubach.com/posts/counting-cards-with-computer-vision/
https://philippdubach.com/posts/counting-cards-with-computer-vision/
Counting Cards with Computer Vision
philippdubach.com
January 4, 2026 at 11:43 AM
I stumbled upon an interesting challenge to test Claude Code's capabilities - counting cards in Blackjack. The result? A surprisingly efficient 200 lines of Python-backend code.
https://philippdubach.com/posts/counting-cards-with-computer-vision/
https://philippdubach.com/posts/counting-cards-with-computer-vision/
I recently dug into an intriguing idea: using complex systems to model wealth distribution. Could a wealth tax really fix Britain's economy? Read on to find out.
https://philippdubach.com/posts/agent-based-systems-for-modeling-wealth-distribution/
https://philippdubach.com/posts/agent-based-systems-for-modeling-wealth-distribution/
Agent-based Systems for Modeling Wealth Distribution
philippdubach.com
January 4, 2026 at 11:43 AM
I recently dug into an intriguing idea: using complex systems to model wealth distribution. Could a wealth tax really fix Britain's economy? Read on to find out.
https://philippdubach.com/posts/agent-based-systems-for-modeling-wealth-distribution/
https://philippdubach.com/posts/agent-based-systems-for-modeling-wealth-distribution/
I'm still in awe of Mary E. Brunkow's remarkable achievement: winning the Nobel Prize in Physiology or Medicine 2025 for her groundbreaking discoveries. Read her inspiring story.
https://philippdubach.com/posts/popular-science-nobel-prize/
https://philippdubach.com/posts/popular-science-nobel-prize/
Popular Science Nobel Prize
philippdubach.com
January 4, 2026 at 11:43 AM
I'm still in awe of Mary E. Brunkow's remarkable achievement: winning the Nobel Prize in Physiology or Medicine 2025 for her groundbreaking discoveries. Read her inspiring story.
https://philippdubach.com/posts/popular-science-nobel-prize/
https://philippdubach.com/posts/popular-science-nobel-prize/
I'm excited to dive into this year's State of AI Report, a comprehensive look at the latest trends and innovations in the field, courtesy of Nathan Benaich and Air Street Capital.
https://philippdubach.com/posts/the-state-of-ai-report-2025/
https://philippdubach.com/posts/the-state-of-ai-report-2025/
The State of AI Report 2025
philippdubach.com
January 4, 2026 at 11:43 AM
I'm excited to dive into this year's State of AI Report, a comprehensive look at the latest trends and innovations in the field, courtesy of Nathan Benaich and Air Street Capital.
https://philippdubach.com/posts/the-state-of-ai-report-2025/
https://philippdubach.com/posts/the-state-of-ai-report-2025/
I'm often critical of Google's impact, but credit where credit is due - their latest AI breakthrough in cancer therapy is a game-changer. Here's the amazing story behind it.
https://philippdubach.com/posts/google-discovers-new-cancer-therapy-pathway/
https://philippdubach.com/posts/google-discovers-new-cancer-therapy-pathway/
Google Discovers New Cancer Therapy Pathway
philippdubach.com
January 4, 2026 at 11:43 AM
I'm often critical of Google's impact, but credit where credit is due - their latest AI breakthrough in cancer therapy is a game-changer. Here's the amazing story behind it.
https://philippdubach.com/posts/google-discovers-new-cancer-therapy-pathway/
https://philippdubach.com/posts/google-discovers-new-cancer-therapy-pathway/
I just re-read Michael Mauboussin and Dan Callahan's game-changing piece on valuation. It's a wild idea: everything is a DCF model. Find out why this mantra has been formative in my investment appr...
https://philippdubach.com/posts/everything-is-a-dcf-model/
https://philippdubach.com/posts/everything-is-a-dcf-model/
Everything is a DCF Model
philippdubach.com
January 4, 2026 at 11:43 AM
I just re-read Michael Mauboussin and Dan Callahan's game-changing piece on valuation. It's a wild idea: everything is a DCF model. Find out why this mantra has been formative in my investment appr...
https://philippdubach.com/posts/everything-is-a-dcf-model/
https://philippdubach.com/posts/everything-is-a-dcf-model/
I recently came across a thought-provoking framework by Zoltan Pozsar that could be shaping the future of global finance. Read the first part of this two-part series to learn more.
https://philippdubach.com/posts/pozsars-bretton-woods-iii-the-framework-1/2/
https://philippdubach.com/posts/pozsars-bretton-woods-iii-the-framework-1/2/
Pozsar's Bretton Woods III: The Framework [1/2]
philippdubach.com
January 4, 2026 at 11:43 AM
I recently came across a thought-provoking framework by Zoltan Pozsar that could be shaping the future of global finance. Read the first part of this two-part series to learn more.
https://philippdubach.com/posts/pozsars-bretton-woods-iii-the-framework-1/2/
https://philippdubach.com/posts/pozsars-bretton-woods-iii-the-framework-1/2/
I still chuckle every time I think about the analyst who said 'I work with models'. The joke's become a reality - literally.
https://philippdubach.com/posts/working-with-models/
https://philippdubach.com/posts/working-with-models/
Working with Models
philippdubach.com
January 4, 2026 at 11:43 AM
I still chuckle every time I think about the analyst who said 'I work with models'. The joke's become a reality - literally.
https://philippdubach.com/posts/working-with-models/
https://philippdubach.com/posts/working-with-models/
Microsoft's latest earnings report reveals a staggering financial reality behind OpenAI's AI models. Here's what it means for the future of tech.
https://philippdubach.com/posts/ai-models-as-standalone-pls/
https://philippdubach.com/posts/ai-models-as-standalone-pls/
AI Models as Standalone P&Ls
philippdubach.com
January 4, 2026 at 11:43 AM
Microsoft's latest earnings report reveals a staggering financial reality behind OpenAI's AI models. Here's what it means for the future of tech.
https://philippdubach.com/posts/ai-models-as-standalone-pls/
https://philippdubach.com/posts/ai-models-as-standalone-pls/
You think you know how AI works, but have you ever written your own LLM agent? I certainly hadn't, until I tried. Here's what I learned.
https://philippdubach.com/posts/the-bicycle-needs-riding-to-be-understood/
https://philippdubach.com/posts/the-bicycle-needs-riding-to-be-understood/
The Bicycle Needs Riding to be Understood
philippdubach.com
January 4, 2026 at 11:43 AM
You think you know how AI works, but have you ever written your own LLM agent? I certainly hadn't, until I tried. Here's what I learned.
https://philippdubach.com/posts/the-bicycle-needs-riding-to-be-understood/
https://philippdubach.com/posts/the-bicycle-needs-riding-to-be-understood/
I just dove into Aswath Damodaran's latest analysis on gold's 2025 surge and it's a game-changer. Find out why gold defies traditional valuation methods and what this means for investors.
https://philippdubach.com/posts/damodaran-on-golds-2025-surge/
https://philippdubach.com/posts/damodaran-on-golds-2025-surge/
Damodaran on Gold's 2025 Surge
philippdubach.com
January 4, 2026 at 11:43 AM
I just dove into Aswath Damodaran's latest analysis on gold's 2025 surge and it's a game-changer. Find out why gold defies traditional valuation methods and what this means for investors.
https://philippdubach.com/posts/damodaran-on-golds-2025-surge/
https://philippdubach.com/posts/damodaran-on-golds-2025-surge/
I've been following some groundbreaking research on the use of GLP-1 receptor agonists in treating alcohol and substance use disorders. Could this be a game-changer in addiction treatment? Read mor...
https://philippdubach.com/posts/glp-1-receptor-agonists-in-asud-treatment/
https://philippdubach.com/posts/glp-1-receptor-agonists-in-asud-treatment/
GLP-1 Receptor Agonists in ASUD Treatment
philippdubach.com
January 4, 2026 at 11:43 AM
I've been following some groundbreaking research on the use of GLP-1 receptor agonists in treating alcohol and substance use disorders. Could this be a game-changer in addiction treatment? Read mor...
https://philippdubach.com/posts/glp-1-receptor-agonists-in-asud-treatment/
https://philippdubach.com/posts/glp-1-receptor-agonists-in-asud-treatment/
I dug into the latest weather forecasting tech and was blown away by the results. Accuracy has improved dramatically - a four-day forecast now rivals a one-day forecast from 30 years ago.
https://philippdubach.com/posts/weather-forecasts-have-improved-a-lot/
https://philippdubach.com/posts/weather-forecasts-have-improved-a-lot/
Weather Forecasts Have Improved a Lot
philippdubach.com
January 4, 2026 at 11:43 AM
I dug into the latest weather forecasting tech and was blown away by the results. Accuracy has improved dramatically - a four-day forecast now rivals a one-day forecast from 30 years ago.
https://philippdubach.com/posts/weather-forecasts-have-improved-a-lot/
https://philippdubach.com/posts/weather-forecasts-have-improved-a-lot/
I've been thinking a lot about Marc Andreessen's famous essay "Why Software Is Eating the World" - but has AI taken it to the next level?
https://philippdubach.com/posts/is-ai-really-eating-the-world-1/2/
https://philippdubach.com/posts/is-ai-really-eating-the-world-1/2/
Is AI Really Eating the World? [1/2]
philippdubach.com
January 4, 2026 at 11:43 AM
I've been thinking a lot about Marc Andreessen's famous essay "Why Software Is Eating the World" - but has AI taken it to the next level?
https://philippdubach.com/posts/is-ai-really-eating-the-world-1/2/
https://philippdubach.com/posts/is-ai-really-eating-the-world-1/2/
I'm sharing the second part of my series on AI's impact on the world. If you read (1/2) and wondered how AI really eats the world, this is the follow-up you've been waiting for.
https://philippdubach.com/posts/is-ai-really-eating-the-world-agi-networks-value-2/2/
https://philippdubach.com/posts/is-ai-really-eating-the-world-agi-networks-value-2/2/
Is AI Really Eating the World? AGI, Networks, Value [2/2]
philippdubach.com
January 4, 2026 at 11:43 AM
I'm sharing the second part of my series on AI's impact on the world. If you read (1/2) and wondered how AI really eats the world, this is the follow-up you've been waiting for.
https://philippdubach.com/posts/is-ai-really-eating-the-world-agi-networks-value-2/2/
https://philippdubach.com/posts/is-ai-really-eating-the-world-agi-networks-value-2/2/
I recently put Azure to the test by deploying a free URL shortener and AI-powered agent to handle tasks. See how it went and what I learned.
https://philippdubach.com/posts/deploying-to-production-with-ai-agents-testing-cursor-on-azure/
https://philippdubach.com/posts/deploying-to-production-with-ai-agents-testing-cursor-on-azure/
Deploying to Production with AI Agents: Testing Cursor on Azure
philippdubach.com
January 4, 2026 at 11:42 AM
I recently put Azure to the test by deploying a free URL shortener and AI-powered agent to handle tasks. See how it went and what I learned.
https://philippdubach.com/posts/deploying-to-production-with-ai-agents-testing-cursor-on-azure/
https://philippdubach.com/posts/deploying-to-production-with-ai-agents-testing-cursor-on-azure/
I've been exploring the concept of gratitude, a topic that's gained significant attention in recent research. But what does it really mean to cultivate gratitude in our lives?
https://philippdubach.com/posts/gratitude/
https://philippdubach.com/posts/gratitude/
Gratitude
philippdubach.com
January 4, 2026 at 11:42 AM
I've been exploring the concept of gratitude, a topic that's gained significant attention in recent research. But what does it really mean to cultivate gratitude in our lives?
https://philippdubach.com/posts/gratitude/
https://philippdubach.com/posts/gratitude/