Posts
I guess Donny thinks he's cool with his AI post
Pointless war is back on the menu boys
A study just measured what I've been arguing about backtests, and the numbers are worse than mine
Came across a paper written up on the 27th. Researchers ran five LLM-based trading strategies on GPT-4o over Nasdaq-100 names. In-sample window 2021, out-of-sample 2024, and the index returned about the same in both, roughly 13.5%. Backtested returns: 30 to 44%. Out of sample: 9 to 22%. Their read is …
Oups, Palantir lost a big contract....
More and more people are wary of Palantir or are trying to avoid working with them. Engineers and clients are fleeing because Palantir appears to be a spying machine for the US federal government, and that's not going down well. There's also the disregard for tenders, which will soon become …
İs it true ?
Started in June and am now starting to see consistency
Made bad decision after bad decision got lucky sometimes but overall wasn’t making money and just losing and making it back just to lose it again and just kind of learned that this market is rough and is gonna do whatever it wants, even my girlfriend said “it sounds like …
Plug in solar and enph
CA is allowing plug in/balcony solar and several other states seem to be ready to follow along. A company like enphase energy (enph) seems like they’ll be in line to see immediate benefit. They already have solar kits with micro inverters that are ready for consumers to literally plug and …
We made money on Palantir, now we have even worse company
Palantir is a horrible business made by very questionable people and we bet on its growth and won. Are we ready to make money on AXON, co-founded by J Epstein? Btw it went up almost 40% in the last 3 months
What would you rate my portfolio
Started gambling options in college around July 2019 and recently around March 2026 started prediction markets and did really well. I have completely stopped trading options and for the most part stopped prediction markets. Just curious if this is a laughable portfolio with the amount of ups and downs.