Quantitativo

@sama Funny... the fact that you don't get it explains why you are losing 🤣

i thought this was satire, kept looking for the handle to be spelled c1audeai or something

There is unlimited demand for intelligence.

Gavin Wood, founder of Ethereum and Polkadot, talking about what’s next

Learning crypto in Bali :) Thanks @danicuki for the invitation!

@shellenberger @jairbolsonaro Pulitzer

It's shocking but true: I had to submit a formal request to Brazil's Supreme Court for permission to interview an aide to former President @jairbolsonaro named Felipe Martins, who says he was wrongfully incarcerated and tortured. I intend to get to the bottom of this.

@Nicolascole77 Epictetus: “if you want to be a writer, write!”

Who inspired you to become a writer? One answer only.

@JoachimMo1985 Oh, and before that we found a systematic way to beat the house in blackjack and roulette in Las Vegas, together with Claude Shannon (the father of information theory)… A summary of his incredible story: open.spotify.com/episode/22qcWW…

@JoachimMo1985 Edward Thorp. Only 3 negative months in 230 months of operation (1969-1988). Then, he retired, passed everything he learned to a young Ken Griffin and was the first LP in a startup firm called Citadel ;)

There is only one legit answer for systematic traders: Jim Simons

@shaneparrish With the abundance of information, most people are even more lazy to read, think, and draw their own conclusions. It has never been easier to gain competitive advantage just by competing against gist-seeking people.

Everyone wants the gist. But the gist is what's left after someone else decided what mattered. Their priorities aren't yours. Their filters aren't yours. When you operate on summaries, you're thinking with someone else's brain.

@dickiebush Pen and paper solves. If you find yourself needing a powerful app to organize many many many priorities and tasks… … this is a sign of lack of focus.

Notion is the perfect app to organize all the things you shouldn’t spend any time organizing

@JoachimMo1985 I had one of these myself today... zeroed the gains for the month so far.. ugh...

It’s always the chinese shitcos. Catastrophic stop triggered. Can’t win all the time.

@pedma7 I think this is a universal problem I find saying “no” to new opportunities is extremely hard And the more we grow, the better the distracting opportunities become The biggest barrier to growth is not lack of resources, nor competition. It’s distraction You are not alone :)

I have this problem, a lot.

I think they help, especially in coding the parts of the system I'm not particularly fond of coding. For example, I like coding in the alpha research phase: exploratory data analysis, data manipulation, feature engineering, modeling, etc. However, coding tasks related to reporting, monitoring, cloud infrastructure, etc., for these, I'm glad LLMs exist :)

I wonder how many programmers have these views: - programming is a form of self expression - an art form - even if LLMs are superb - i still won’t use it in any meaningful capacity As a hobby it's great. But who would pay for someone doing job much slower. Because of his "art" feelings? Maybe some art lovers. But it's not very scalable.

@HarmoniQuant Nice view!! Which city is that? :)

@quantitativo1 I ride a bike, but certainly agree with Aristotle!

“We are what we repeatedly do. Excellence, therefore, is not an act, but a habit.” Aristotle. Running 5am, while the city still sleeps ;)

@AlgomaticTrade This is São Paulo, the largest city in the American continent, 4th worldwide In the left, some key buildings from the financial district :)

@quantitativo1 Awesome, what city is this?

@__paleologo In the end of my master’s degree, I implemented PageRank to organize ArXiv: trendingpapers.com applying PageRank to CS papers (using their bibliographic references to build the network) was really fun. The algo is simple and elegant :)

Oldies but goldies "Top 10 algorithms in data mining". Almost 20 years later, still quite good: C4.5 k-Means SVM Apriori EM PageRank AdaBoost kNN Naive Bayes CART 👇

@JoachimMo1985 Looks great, congrats!

Updated stats on intraday strategies:

I did not realized that “Learning Theory from First Principles” has been published. It is still freely available. I really like this book, for its choice of topics. It covers everything that matters.

Whole Lotta Love, Immigrant Song, Dyer Maker, etc - John Paul Jones, Led Zeppelin… Give it away, Under the Bridge, Californicarion, etc - Flea, Red Hot Chili Peppers (one of best bass player I’ve ever seen live)… Rime of the Ancient Mariner, Hallowed be thy name, Aces High, etc - Steve Harris, Ironmaiden (another one of the best I’ve seen live)… And many more :)

What are some of everybody's favorite basslines?