Archive by Year (or by tag)

2025 (8 posts)

Nov 13 — Mysterious ways
Nov 2 — An AI Maturity Framework
Oct 29 — Claude Code, Claude Skills and the Vibe Coding Revolution
Aug 9 — Bad Vibes: High Variance v. High Bias
Jul 13 — Urban Myths of AI
May 12 — 16 Agent Patterns: An Agent Engineering Primer
Apr 12 — The AI Economic Singularity is Near
Jan 12 — The State of AI in 2025

2024 (6 posts)

Jul 28 — There Are Levels To This Game: The 5 Stages of AI Adoption
Jun 5 — AI Disasters and How to Avoid Them, and Use Tools Like ChatGPT Effectively Without Risking Your Reputation and Career
May 26 — How To Build a Financial Market Data Chatbot with OpenBB and LangChain: A Step-by-Step Guide (Including Video and Code)
Mar 14 — Summarize a complete book using the giant context window in Gemini 1.5
Feb 27 — Generative AI in 2024
Jan 13 — Practical ChatGPT Prompting: 15 Patterns to Improve Your Prompts

2023 (6 posts)

Nov 7 — OpenAI DevDay
Sep 15 — Truth, Lies, and ChatGPT
Sep 14 — Bullshit
Mar 29 — ChatGPT, OpenAI, and the Generative AI Revolution
Feb 12 — NYC Subways and the Terrible, Horrible, No Good, Very Bad, Turnstile Data
Jan 22 — Numbers With Wings: A Modern Data Stack-In-A-Box

2022 (4 posts)

Dec 17 — Kant, Nietzsche, Elon Musk, SBF, wokeness, and the categorical imperative
Nov 26 — Time Series Analysis In Theory
May 16 — How I learned to stop worrying and love PCA: The optimal threshold for PCA dimensionality reduction
Apr 16 — Crypto systems, iron laws, and levels of resilience

2021 (3 posts)

Mar 29 — The AI Hierarchy of Needs
Feb 19 — Optimal Safe Withdrawal for Retirement Using Certainty-Equivalent Spending, Revisited
Jan 14 — What I would have written if I were Jack Dorsey

2020 (7 posts)

2019 (6 posts)

Oct 15 — Understanding Classification Thresholds Using Isocurves
Sep 7 — Why Blockchain Is (Mostly) Useless
Jun 7 — There ain't no such thing as a free option
Mar 31 — On the end of the StreetEYE experiment.
Feb 4 — How I learned to stop worrying and love quantitative tightening
Jan 5 — The Top 100 People To Follow For Financial News On Twitter, January 2019

2018 (7 posts)

Dec 21 — Machine Learning Classification Methods and Factor Investing (Alpha Architect)
Sep 29 — Jupyter Notebook on an AWS instance
Aug 25 — What I Learned From Watching The Sting And Reading David Maurer
Jul 29 — The Most Shared Financial Blogs 2018
Jun 5 — Machine Learning for Financial Market Prediction — Time Series Prediction With Sklearn and Keras (Alpha Architect)
May 19 — Losing the meta-game
Feb 19 — Quantitative Fun With Fund Names

2017 (10 posts)

Dec 13 — The Bitcoin crash is coming
Oct 8 — Guns
Sep 27 — Machine Learning for Investors: A Primer (Alpha Architect)
Aug 6 — A Google teachable moment, or the end of Western civilization?
Jul 23 — UBI, health care, welfare economics and asshole economics
May 8 — The Top 100 People To Follow To Discover Financial News On Twitter, May 2017
Mar 30 — Rethinking the marketplace of ideas
Feb 19 — Come back Kelly Evans! We'll be good this time! I promise!
Feb 5 — Some fun data-mining of StreetEYE headlines
Jan 12 — Is Silicon Valley Truly Libertarian? Is Politics Society's OS, Ripe For Disruption?

2016 (14 posts)

Dec 29 — Buyer’s markets, seller’s markets and the hedge fund hype cycle
Nov 28 — "Fake news", market designs, and the fascist/libertarian nexus
Nov 13 — Everyone lives in a bubble, and all models are overfitted
Aug 28 — Safe Retirement Spending Using Certainty Equivalent Values and TensorFlow
Aug 20 — The Game Theory of Assholes
Jul 31 — Pokémon economics, secular stagnation, and cognitive dissonance
Jul 8 — A fun 3D visualization of the financial Twittersphere
Jul 2 — Negative interest rates are an unnatural abomination
Jun 9 — Hillary’s damn emails
May 1 — The Top 100 People To Follow To Discover Financial News On Twitter, May 2016
Mar 6 — A possibly ill-conceived rant on race in America
Feb 16 — What if everyone was a passive investor except Warren Buffett?
Jan 24 — Narratives Are Powerful, But Check the Math
Jan 1 — iPhone Backdoors for the FBI, a blockchain approach for transparent due process, and why it’s a bad idea

2015 (25 posts)

Dec 29 — The most popular keywords and sites of 2015
Nov 16 — The End of the PC? On Intel’s Apple and ARM problems
Oct 10 — Is China’s sale of Treasurys ‘quantitative tightening’ for the US?
Sep 28 — The tontine: funny French name, brilliant idea
Sep 5 — God help us
Aug 30 — Smart Beta: Maybe Smart, But Definitely Not Beta
Aug 11 — The Mathematics of Bluffing
Jul 18 — Through the Looking Glass
Jul 11 — The Garbage Fire That is Greece
Jul 3 — 4 blinding glimpses of the obvious on Greece
May 16 — Why does everyone hate libertarians?
May 9 — Don’t feed the trolls
Apr 26 — Are food stamps Walmart subsidies, and should the minimum wage be $15?
Apr 20 — The Top 100 People To Follow On Twitter For Financial News
Apr 17 — Mapping the Financial / Media Twittersphere
Apr 12 — Why Are There Recessions And Business Cycles?
Apr 5 — Gold as Part of a Long-Run Asset Allocation (update)
Mar 30 — Good risks and bad risks
Feb 26 — ‘Net neutrality’, Netflix vs. the cable monopoly, and the Internet profits tax
Feb 20 — Andreessen v. Summers: Can you have robots, hoverboards, and secular stagnation?
Feb 5 — Game theory, Bill Belichick, Neville Chamberlain
Feb 1 — A Greece reading list (Or why the euro is doomed)
Jan 27 — PCs Were the Triumph of the Nerds; iPhone is the Revenge of the Cool Kids
Jan 23 — The Dark Web Stack, Or How To Eff Up The Net
Jan 4 — UberFail - a few thoughts on Uber

2014 (6 posts)

Oct 21 — A Piketty counterargument: Is r > g a reasonable assumption?
Oct 5 — Risk: Visualizing Diversification With Risk Triangles
Sep 28 — Risk: Why is volatility used to measure risk?
Jan 22 — Retirement plans that maximize certainty-equivalent spending (conclusion)
Jan 19 — Retirement plans that maximize certainty-equivalent spending, part 2
Jan 8 — Optimal certainty-equivalent spending retirements with DataNitro

2013 (12 posts)

Dec 29 — Bitcoin is the Linux of payments. And its killer apps will be for US dollars.
Nov 24 — Why Bitcoin is here to stay
Oct 28 — Amazon is making money
Oct 1 — The StreetEYE manifesto
Aug 13 — Obama goes all-in on Inspector Clouseau for the Fed
Aug 2 — Risk arbitrage _ Investing and poker
May 15 — “Cat Food” Revisited: Final Thoughts - Part 4
Feb 18 — ‘Cat Food’ revisited – testing dynamic spending rules – Part 3
Feb 3 — ‘Cat Food’ revisited – testing dynamic spending rules – Part 2
Jan 25 — ‘Cat Food’ revisited: testing dynamic spending rules - Part 1
Jan 18 — What’s the worst that could happen?
Jan 5 — ‘Big Data’

2012 (17 posts)

Dec 30 — What I Learned
Nov 4 — Social capital, or the lost art of not taking a dump in the community pool
Nov 1 — Broken Windows
Aug 12 — The Paul Ryan plan
Jun 5 — A Target2 Thought Experiment
May 16 — Domino on the edge
Apr 29 — Startup Growth v. Revenue
Mar 25 — How to Create the Ultimate Linkfest
Mar 3 — The Money Illusion
Feb 27 — The New Information Diet: Web and Social Media Best Practices For Investors
Feb 22 — Steve Jobs, by Walter Isaacson
Feb 13 — Buffett, Stocks, Bonds, Gold
Feb 4 — Is Facebook Worth $100B?
Jan 23 — Are long term asset class relationships stable?
Jan 18 — Portfolio Optimization and Efficient Frontiers in R
Jan 17 — Gold as Part of a Long-Run Asset Allocation
Jan 4 — Over-The-Top Speculations

2011 (36 posts)

Dec 23 — 2012: Toilet bowl or takeoff?
Dec 10 — Once Again, Britain stands alone
Dec 4 — Unstoppable Forces vs. Immovable Objects
Nov 28 — Why only millionaires should play Powerball
Oct 28 — Margin Call - A Big Sell Out
Oct 16 — Occupying Ourselves
Oct 6 — Steve Jobs, 1955-2011
Sep 26 — Apocalypse Now?
Sep 17 — Deleveraging: A Parable
Sep 10 — The Efficient Atmospheres Hypothesis
Sep 2 — Random Tech Comments
Aug 28 — Overhyped Economic Hurricane?
Aug 22 — ‘Cat Food’ In An Age of Diminished Expectations
Aug 11 — Lucky Duckies and Red Herrings
Jul 30 — State of Play
Jul 25 — Fannie, Freddie, And The Causes Of The Financial Crisis
Jul 16 — The debt limit and the bond market
Jun 29 — ETFs: Get Off My Lawn!
Jun 21 — The Great Bitcoin Robbery
Jun 7 — 100 traders, 100 boxes, part deux
Jun 1 — We make our tools, and then our tools make us
May 25 — The bottom is always at least 10% below your worst case expectation
May 15 — What is money?
May 7 — 6 Reasons Why There Will Be No Chinese Jasmine Revolution
Apr 27 — Questions for Gentle Ben
Apr 19 — Can the US default on its debt?
Apr 18 — From the unthinkable to the inevitable: why the Euro is doomed
Apr 17 — Why I am not a libertarian
Apr 16 — ‘Bretton Woods 2’
Apr 10 — Why I am not a true gold bug, and the gold standard isn’t coming back
Apr 6 — Tech Trends
Apr 4 — Red Capitalism, Potemkin Finance: Behind Facade Of Modern Buildings, Institutions, State Directs Dysfunctional Markets
Apr 3 — China’s economy: future world domination, or paper tiger?
Apr 3 — Why did the Soviet Union collapse?
Apr 2 — China: society and politics, and what next?
Apr 1 — China: A history primer