Andrew
364 posts
Everybody is excited about "vibe coding", but how about database optimizations? Are there any good examples of using LLMs in optimizing DB structures, tuning queries, tuning DB options?
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Currently, the large majority of market-moving information events happen outside regular trading hours. The consequences of bringing them into trading hours is the primary question of this proposal.
unusual_whales@unusual_whales
CBOE has filed a proposal with the SEC to launch 24 hours a day, 5 days a week US equities trading
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@Timccopeland There was a good NYT magazine article a few months about exactly this. nytimes.com/2025/12/03/mag…
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i hate some of the most common AI mannerisms
This is more than mere prose, it is the architect of a new reality. (contrast + grandiose metaphor)
AI writing is insight, iteration, and impact. (note the second comma + power of three)
nobody else seems to care tho
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@TraceyRyniec I was just trying to say WaPo subscribers, even if they all quit prime, would not even be a blip on AMZN earnings
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@wontfix Plenty of people have cancelled Prime. They have raised the price of it because they were losing money on it. They bought Whole Foods thinking they could lure more people into Prime but it didn't work and now there are few Prime discounts in those stores.
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Just a reminder, Bezos is no longer CEO of Amazon. Who are you "punishing" if you cancel your Prime?
Isaac Stanley-Becker@isaacstanbecker
If you're canceling your Washington Post subscription but still have an Amazon Prime membership, you're doing it wrong.
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Opendoor’s up nearly 15% after a record-setting comeback from a 20% decline on Friday to finish flat.
Here’s their plan to give short sellers a temporary middle finger sherwood.news/markets/inside… $OPEN
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@LJKawa The value of the dividend is knowable. The stock will drop by that amount overnight ex-div. The shorts will use that pnl to buy back the warrants, and in the medium term the pressure from dealer hedging everyone selling their weird warrants may actually be pressure on the stock.
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@chicagobars Imagine how much actually useful service improvements could have been made with the $100mm they just gave away to Inter-con. It’s wild.
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Lots and lots of public transit fans dunking on Duffy’s transit speech below but “Make it safe, make it clean” isn’t too much to ask of big city transit systems.
Or it shouldn’t be. And not to beat this drum again but despite 3+ years of full Federal funding CTA rarely did. 🤔💸
Aaron Rupar@atrupar
Sean Duffy: "If you're a Democrat, you're a liberal, you don't like cars and you want people to ride public transportation, I think that's wonderful, good for you. But if you want us all to ride public transportation, make it safe. Make it clean. Make is beautiful. I don't know why NY can't do that. I think there should be an uprising in the city."
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@dampedspring @macrocephalopod @JaredKubin The chart at the top of the thread is the count not the notional.
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1. More etfs than stocks
2. Levered ETFs going parabolic (BoA)
No words….
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@dampedspring @macrocephalopod @JaredKubin The implicit belief here is that count of levered etf listings is the same as (or at least proportional to) total levered single name etf assets which seems questionable with multiple identical products from different ETF providers, and many products that never get any traction.
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heres the thing. The size of the flow is highly convex. during 5% days the rebalance flows will have and have had 200bp of impact on indices. I think the growth in the size of these funds is a legitamate market mechanics tail event. The size of this flow relative to what I studied in the brady commission for Portfolio insurance flows in 1987 is signficantly bigger adjusted for $ volumes and compeletly inelasticaly tied to the close. which makes it concentrated. Nothing breathless but on big days it is a huge deal.
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@bgurley Agree with you completely on auction mechanism, but that technology does exist currently on listing exchanges. That’s why the opening print was for 5M shares. Auction book built up all morning then opens on one large single price trade before continuous trading begins.
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@wontfix As I said, there have been zero ICOs that don't use an auction mechanism (fully matching supply and demand). Also, actually matching supply and demand with an algorithm would be tightening standards. The current process is way LOOSE.
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With $FIG we have another massive "POP" highlighting the gross inefficiency in the modern IPO process. It's very simple. They REFUSE to match supply/demand (that happened today). They brag about the mis-match - "30X oversubscribed." The outcome is expected & fully intentional.
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I would have loved to see DLs replace IPOs - it just makes sense to match supply/demand. But Wall Street may just be too addicted to the massive customer give-aways. Tokenization may be the answer. Zero chance anyone in crypto would fail to use an auction to price something.
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@quantian1 There’s a third option and that seems to be what he’s advocating for further down the thread
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Resting limitcels vs. market order enjoyers:
GIF
Cullen Roche@cullenroche
Small things in finance that drive me crazy: 1) When people use market orders. 2) When people post price charts of returns.
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PDT only applies to accounts with less than $25k of capital, i.e. smallest retail traders. You get a mark every time you have trades in two directions in same symbol in a day. Buy and sell Microsoft on same day, for example, one mark.
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Robinhood talks a good game about democratizing access to investing but product- and marketing wise runs a casino that is licensed as a broker/dealer.
bookdepth@bookdepth
Robinhoods tagline for their futures launch kinda gives away the game as to who the target audience is lmao
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ok so we are 1 game away from finishing week 3. and so far this season there has been only 1 qb with a 300 yard, 3 td game. it was by a 37 year old who has played 5 games since the start of last season. it’s Andy Dalton
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@thomasforth There are some cities in the US that allow smoking in bars but let the individual bars choose to allow it or not. Most normal people don’t want to be around it, so most places are smoke free, and the places that do allow it have like 100% of the customers smoking at once.
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@AgustinLebron3 @jgreco Totally concur. My point is that many floating point haters are really just binary fraction haters. 🙂 There is still issues with catastrophic cancellation and so forth, but for most it really is just they shouldn't use base 2 fractions.
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The number of situations where floating-point arithmetic is superior to fixed-point can be counted on the fingers of one physicist's hand.
And there will be fingers left over.
Floating-point is a curse upon computers so large it amounts to original sin for AGI.
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@AgustinLebron3 @jgreco The problem isn't "fixed" vs "floating" point, rather it's representation using binary fractions i.e. you can't represent the decimal value 0.1 in base 2 in a fixed or floating point binary representation. What you are advocating for is keeping the fractional part in base 10.
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@jgreco Floating-point prices and sizes are a bug farm.
Fixed-point is where it's at.
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