MACHRONOS

@ASICSamerica major error checking out on the asics.com website... no matter whether using paypal, gift card, credit card: "The payment you submitted is not valid. Please re-enter payment information." - anybody else getting this? please just take my money... #ASCCY

@midtown_rob SPY LEAPS

@joelmcohen I think it has to be a live idea as opposed to a historical case study - that way you can be sure they aren't cherry picking and aren't unreliable narrators

Have often thought about what is the most objective “performance audition” test for a stockpicker - the dance audition or platform dive equivalent. Not perfect but maybe a really crisp stock idea is the best you get - you can quote the greats in your slide deck but do you actually have the ability to identify and rigorously evaluate unusual risk-reward opportunities? That is what drives a track record for the most part. What’s most interesting to me is if you could really hone in on this, you could spot undiscovered talent more easily.

@Brad_Setser @adamkwolfe if de minimis packages does not go into the trade data, does this mean e-commerce sales from Temu / Shein aren't counted? those two alone do ~$50B in GMV

But there is a catch -- imports in the US data are down more than exports in the Chinese data. And exports from China are higher than US imports, which @adamkwolfe argues should never be. No secret why: 1 billion uncounted de minimis packages 8/

A thread on today's trade data -- basically a chartfest. Starting with the headline -- the trade deficit fell in 2023. Even with solid demand growth (including for goods). Even with a strong dollar. 1/

@JoeBiden inflation rate coming down ≠ prices coming down

Let me be clear to any corporation that hasn’t brought their prices back down even as inflation has come down: It’s time to stop the price gouging. Give American consumers a break.

@ahern_brendan @chinalastnight this is rly useful - is there a place where this can be regularly updated (perhaps kraneshares website or newsletter)?

Premium/Discount of US listed China #ADRs versus their HK close. #USD strength/#CNY weakness a major factor post weak loan data @chinalastnight. W/SH & SZ at support levels, assume policy announced over the weekend. Biden comments irrelevant IMO.

@tejas_soe @_buildspace @_nightsweekends the eventual idea is that you express your view, e.g. i believe AAPL will appreciate X but i don't want to lose more than Y, i prefer net credit position and it will recommend the ideal structure

@machronos @_buildspace @_nightsweekends So.. is it like you talk to it and it makes your trades? Not sure if I understand 🤔

@tejas_soe @_buildspace @_nightsweekends very interesting, would it be an open protocol? going back to the original vision of an open internet a la Tim Berners Lee

Start a discussion/debate on ANY content on the web! #freespeech on #publicspaces @_buildspace @_nightsweekends

@ujoex @_buildspace @_nightsweekends interesting, are you going to start with open access repositories like arxiv and ssrn?

building an AI-powered science magazine based on hot-of-the press research papers cc: @_buildspace @_nightsweekends

@Ayush_kush121 @_buildspace @_nightsweekends this might be the first application of LLM where hallucinations are a feature not a bug

@TithiBose7 @_nightsweekends @_buildspace i love manga as an educational medium. would you go specific subject by subject - or would you start broad from the get go?

Gotcha. The countdown has started @_nightsweekends Feeling a lot of pressure ngl. Well, shall see sooner than later. cc @_buildspace

@udaybondi @_buildspace @_nightsweekends this would be very useful for real estate listings and virtual open houses

First Person View fly-throughs are captivating but hard to create! I'm building glide.ai, a tool that lets you create awesome fly-throughs with just your phone. No drone required! What do you think?👀 cc: @_buildspace @_nightsweekends

@LeRoi_Music @_buildspace atoms instead of bits! very cool! how do you get comfortable with the materials science and hardware aspect?

Single-use plastics are used for mere hours, but they pollute the environment for centuries. I am building a bioplastic film as an alternative to single-use packaging, but unlike other bioplastics out there, it will be cheaper than conventional plastics. cc: @_buildspace

@_buildspace @0xRaduan @_nightsweekends @FarzaTV @summateio hopefully you mean insane right lol

@0xRaduan @_nightsweekends @FarzaTV @summateio actually an inane one liner right here

what y'all think about this one-liner + description? had to put ambitious one-liner just for Gaudmire. cc. @_buildspace @_nightsweekends @FarzaTV

@0xRaduan @_buildspace @_nightsweekends @FarzaTV @summateio yes!!! i have way too many subscriptions to get thru

@alejandrocovrr @_buildspace @_nightsweekends i'll keep that mind, never used tradingview myself but i know it's quite popular!

@machronos @_buildspace @_nightsweekends If it could create Pine scripts for TradingView this would be a massive tool!

@hanshikag @_buildspace @_nightsweekends very creative solution for a very large problem! i know a few prop traders / market makers who recruit thru poker games, but a purpose-built game could be more broadly applicable

Any thoughts? cc: @_buildspace @_nightsweekends

@Moiz_zzz @_buildspace @_nightsweekends @FarzaTV very cool - where would you start? hard to balance being too broad vs too niche

worked on a lot of web/ai projects, now trying something different🫣 my new project for @_buildspace n&w s4✨

@forstmeier @_buildspace @pocketsizefund @_nightsweekends very interesting, how would they be incentivized, e.g. % of PnL?

Originally, I was just putting together a simple private mini quant prop fund but now I'm thinking a small, open source community approach could be fun. cc @_buildspace and @pocketsizefund

@brett_cornick @_buildspace @_nightsweekends yup definitely - plan is to build it out as a research and strategizing tool then add live data and trading integrations later

@machronos @_buildspace @_nightsweekends this is cool and i'd definitely use it! you'll want to implement some robust safeguards though if the assistant will have the ability to control live trades