open.substack.com/pub/petercon...
open.substack.com/pub/petercon...
Unless you believe in market timing (you shouldnt unless you sit in a big Bank/HF and have access to all “public wink wink” data, you should invest what you plan to DCA right away! With few exceptions
Unless you believe in market timing (you shouldnt unless you sit in a big Bank/HF and have access to all “public wink wink” data, you should invest what you plan to DCA right away! With few exceptions
We are watching a brain drain from our country in real time; what an unforced error that will have generationally long reprecussions.
We are watching a brain drain from our country in real time; what an unforced error that will have generationally long reprecussions.
Thinking back on Julius Peppers career and contrasting it with Williamson; does Peppers focus on basketball full time with today’s NBA salaries?
Incentives matter!
Thinking back on Julius Peppers career and contrasting it with Williamson; does Peppers focus on basketball full time with today’s NBA salaries?
Incentives matter!
So proud of the entire Caltech class of 2025 both graduates and undergraduates!
So proud of the entire Caltech class of 2025 both graduates and undergraduates!
America needs to revitalize and modernize our cities, it’s embarrassing.
America needs to revitalize and modernize our cities, it’s embarrassing.
We find that LLMs (we test 6 models) tend to trade around fundamental value in a fixed FV experimental market; compared to humans who generally create bubbles!
We find that LLMs (we test 6 models) tend to trade around fundamental value in a fixed FV experimental market; compared to humans who generally create bubbles!
Check it out!
www.ai-street.co/p/ai-as-an-o...
Check it out!
www.ai-street.co/p/ai-as-an-o...
This is like saying Calculus is harder than Algebra; frontier math is getting harder to understand!
This is like saying Calculus is harder than Algebra; frontier math is getting harder to understand!
We need to be so much better.
We need to be so much better.
And not nearly enough time playing around with the model.
I’d like to switch to the latter form of learning, but it’s proven to be difficult mental process to escape
And not nearly enough time playing around with the model.
I’d like to switch to the latter form of learning, but it’s proven to be difficult mental process to escape
Also let me know if there’s a good resource to find a few.
Also let me know if there’s a good resource to find a few.