Phil Younker

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Phil Younker

Phil Younker

@phyonker

Personal account, Alaska adventurer. Likes and retweets are bookmarks and NOT endorsements

fairbanks ,alaska Katılım Eylül 2010
1.2K Takip Edilen268 Takipçiler
Phil Younker retweetledi
Meb Faber
Meb Faber@MebFaber·
Small cap underperformance...long and relentless...one of these days gonna be a face ripper! via @LeutholdGroup
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Josh Young
Josh Young@JoshYoung·
I'm seeing a lot of misinformation about the oil market and the supply / demand balances leading up to the Iran war. I did this webinar for clients of my investment firm last week. I focused most of it on this oil market question. Hopefully this helps inform the discourse on the oil market, and what may happen if supplies through the Strait of Hormuz continue to be blocked and if they resume. Not an offer, solicitation or recommendation. Bison is only available to accredited investors. Private strategies are risky and past performance may not be indicative.
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Imtiaz Mahmood
Imtiaz Mahmood@ImtiazMadmood·
The silence from 10 Downing Street didn't last long, but it wasn't an apology. Less than 12 hours after Katie Hopkins read Starmer’s posts aloud, an emergency legal injunction was issued to pull the broadcast from every UK platform. The reason? "Nati0nal Security." Katie Hopkins responded within minutes, not with a lawyer, but with a livestream. "You can’t delete the truth once the nation has heard it," she declared, as she moved the "Banned Clip" to a US-based server where British censorship laws couldn't reach. The hashtag #StarmerCensors exploded, trending #1 worldwide, with millions of users re-uploading the video every second. While Starmer’s team scrambles to contain the digital wildfire, a massive "Free Speech" rally is being organized in Parliament Square for this Saturday. The government tried to silence one voice—now, they are facing a roar from the entire country. The era of "controlling the narrative" is officially over.
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Christopher Wipper
Christopher Wipper@SGTWipper1Each·
I should've joined the Air Force.
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East Idaho News
East Idaho News@EastIDNews·
“If the government can decide on a whim that you carrying a legal firearm, holstered, is grounds for summary execution, then we don’t actually have the rights that we claim to have,” says Miranda Marquit, an organizer of the Idaho Falls rally. eastidahonews.com/2026/01/locals…
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Washingtons ghost
Washingtons ghost@washghost1·
The Ford Everest has been spotted getting tested in America
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Connor Davis
Connor Davis@connordavis_ai·
This Stanford paper pokes a hole in one of finance’s favorite excuses: “the data is too noisy.” For decades, quants have argued that raw prices are useless without handcrafted indicators layered on top. This paper asks a cleaner question. What if the signal is already there, and we’ve just been looking at it the wrong way? The author builds a model that predicts bullish versus bearish moves for S&P 500 stocks using nothing but raw price data. No indicators. No factor libraries. Just daily OHLCV plus adjusted prices that explicitly reflect dividends and splits. The trick isn’t more data. It’s representation. Instead of treating time series as sequences, the paper treats rolling price windows as spatial objects. Each window becomes a structured matrix, closer to an image than a chart. That lets convolutional filters detect local patterns like momentum shifts, volatility clustering, and structural breaks from corporate actions. This borrows intuition from computer vision, not classical econometrics. The dataset spans up to twenty years per stock with institutional-grade pricing. Ten channels feed the model, and sliding windows create dense training samples without synthetic tricks. Normalization keeps everything scale-invariant across features. Architecturally, it’s a deep 1D CNN. Early layers focus on short-term structure. Deeper layers pick up longer trends. Compared to recurrent models, the CNN handles volatility spikes and event-driven jumps with more stability. The task is simple but strict: predict direction, not returns, across horizons from a few days to a month. Training is tuned carefully, and convergence looks clean rather than suspicious. The results are what make people uncomfortable. Several large-cap stocks hit validation accuracies in the high 80s and low 90s. JP Morgan reaches around 91 percent on longer horizons. The curves suggest real learning, not a quick overfit. The author stays cautious. This doesn’t model costs, execution, or slippage. But it does show something important. Deep models can internalize market mechanics directly from raw price tensors, including distortions most pipelines smooth away. The larger implication cuts deep. Feature engineering may matter less than how you frame the data. By choosing the right inductive bias, the model learns structure humans usually try to hardcode. Treating financial time series like image-like objects isn’t a gimmick. It’s a serious alternative to decades of handcrafted assumptions, and it challenges the idea that markets are unreadable without heavy human intervention. Read the full paper: arxiv.org/abs/2512.21804
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Quant Science
Quant Science@quantscience_·
The secret of hedge funds is revealed in a 41-page PDF: This paper analyzed 464 stocks that 10X-ed over a 24-year period. Here are the best factors that drive outperformance: (number 3 is the best 🧵)
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Gina Acosta
Gina Acosta@ginacostag_·
I DON'T UNDERSTAND WHY PEOPLE DON'T USE GROK FOR STOCKS. Most traders are looking at charts from 3 months ago. Grok analyzes real-time sentiment on X to predict tomorrow. Here are 8 prompts to find the next 10x stock:
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Phil Younker
Phil Younker@phyonker·
@simonateba You should defend law enforcement. They are doing their job protecting US CITIZENS.
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Simon Ateba
Simon Ateba@simonateba·
Not to defend ICE, but anyone who condemns ICE agents for using face masks but does not show their own face and name on social media while bullying people online should be ashamed of themselves and in a way is far worse!
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Science girl
Science girl@sciencegirl·
The ruins of Ruvalc’s Abbey, England
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Tobacco Insider
Tobacco Insider@tobaccoinsider·
A word from our partner, Prilla: "ZEO is one of our most popular pouch brands - loved for its smooth flavor, soft pillowy pouch design, and long-lasting release. Throughout October, you can grab it at 62% off - only $1.99 per can." @prillacom
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MastersInvest.com
MastersInvest.com@mastersinvest·
2025 Reading.. so far BOLD = Recommended
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Matt Dancho (Business Science)
K-means is an essential algorithm for Data Science. But it's confusing for beginners. Let me demolish your confusion:
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Matt Dancho (Business Science)
These 7 statistical analysis concepts have helped me as an AI Data Scientist. Let's go: 🧵
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Tobacco Insider
Tobacco Insider@tobaccoinsider·
- Scale benefits will kick in as BAT grows its New Categories franchise - BAT is exiting unprofitable (low margin) markets / segments - BAT's highly profitable cigarette / traditional smokeless business is not going away in the foreseeable future (eventually, it will, beyond our lifetime)
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Tobacco Insider
Tobacco Insider@tobaccoinsider·
For what it is worth (worth nothing), RBC's BAT downgrade is based on structural weaknesses in New Categories. RBC believes the mid-term algorithm of 3-5% sales and 4-6% EBIT growth is unfeasible given the adverse margin mix from expanding low-margin NC business $bti $bats
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Phil Younker
Phil Younker@phyonker·
@DjsAviation Boeing local suppliers, particularly Korean Air's Aerospace Division (KAL-ASD) and Korea Aerospace Industries (KAI), to source parts. These collaborations have been ongoing for decades, with Boeing spending over $4 billion with more than 50 Korean suppliers in the past 15 years.
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Dan | Dj’s Aviation
Dan | Dj’s Aviation@DjsAviation·
What are your thoughts on Korean Air's order for 103 aircraft from Boeing?
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