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  1. M

    What Can We Extract From the Financial Influencers’ Advice?

    I mean it is absurd to say nothing happens in the markets during 20 trading days. I would say the problem is even worse though. 20 days is totally arbitrary. You won't get the same results with this if you use 25 days and you won't get the same results if you use 20 days but shift everything...
  2. M

    crossposting: do you have a tip to get the tickers from indexes

    I have scraped a dataframe before of the Russell 3000 tickers and then had a column of true/false if that ticker is part of a major index. Then it is trivial to create some functions to return whatever index you want. From doing this though I realize I don't really care about the bottom 2000...
  3. M

    crossposting: do you have a tip to get the tickers from indexes

    If you mean Nasdaq 100, S&P 500, DOW that should be easy to scrape from wikipedia with python. Chatgpt can write that kind of script usually pretty good too: https://chat.openai.com/share/dafb2fcd-0d06-425b-9c3c-746717274a24
  4. M

    2024 Stock Picks

    Not sure about the other ones but thanks for AJG. I am going to buy some tomorrow for a purely technical swing trade. I don't even remember what the actual business name is or what they do but I like how it looks in my charting software. Trading something with no opinion on the business will...
  5. M

    Tesla 2023

    I don't think that is impressive at all. It is basically ideal conditions with good weather, not much traffic, very well marked highway lanes and good roads. So much of the country has terrible roads that at least half the time has terrible weather. It is also from 4 years ago. It is...
  6. M

    Yahoo Finance's new website is now unusable...

    That site looks like a complete scam IMO. Someone has built an API on top of yahoo free data and redistributing it. That is all trivial to do with a python library and fastapi end points. You are paying 10 a month for a small script to pull free data basically and I doubt that person has some...
  7. M

    Even tech workers say AI is overrated!!!

    I just don't think this person knows what they are talking about honestly. I would enter a contest if there was one for number of hours spent with chatGPT when it comes to finance. It could help someone in wealth management use pandas or finance related python libraries, it could explain...
  8. M

    BlackRock's Revamped Spot Bitcoin ETF Model

    I just imagine this person on twitter doesn't know what they are talking about. I tried to read the sec.gov filing just now but it is long and tough. The stuff about cash I think is people getting lost on the microstructure of how the product will operate. From what I got out of it , it will...
  9. M

    Costco Says It’s Sold Over $100 Million in Gold Bars

    Well they are PAMP Suisse 1oz like my avatar. I am surprised by that amount of demand, like 50,000 bars. Unless the spread was so tight vs spot that dealers started just buying from costco. 50% of the population also lives paycheck to paycheck so certainly they are not making spur of the moment...
  10. M

    2023 Breakthrough of the Year: GLP-1 therapies

    I think the time for peptides has arrived. Semaglutide is not something that just came out this year and we do have great research on how devastating being overweight is. Of course, it is prudent to focus on the unknown unknowns with something like semaglutide but you can't disregard the...
  11. M

    Quant’s winter tail

    Give me a break. You are obviously an insecure moron. I hate people like you. Always such a fucking pussy in person too. Thankfully people like you on here make yourself so easy to block and don't have to read
  12. M

    Trading optionality from first principals

    I will run a $20k option portfolio for 2024 based on first principals. principal 1: the market is always wrong. I think we go neutral as the least wrong position assuming basically anything linear, anything neutral, predictable,
  13. M

    Parameter optimization with GPU

    What loss function are you minimizing? Most likely it is wrong. You probably just don't understand the parameters of your "system". Last year I thought I needed AWS and its compute to figure out something completely subjective within my model. I would have spent so much minimizing bullshit...
  14. M

    Tesla 2023

    $253.50 fuck ya'll lol. I am obviously not short here and this week will mean a TSLA short is like $320 something if not more. Everything was going so well. TSLA is at like 400+ whatever with 3 rate cuts. At least that is my understanding of non-linear dynamics and markets.
  15. M

    NY FED´s Williams: ""We aren't really talking about rate cuts right now. "

    Getting long ZN a few weeks back would be so sick. I made a huge mistake being massively long 4 week bills here. My Nasdaq beta portfolio is only 40% invested even. I am going to figure out some trades this weekend. This headline though I am just not buying. To not have a regime change after...
  16. M

    US 10yr yields at 3,974%

    Gundlach also puts out such great content on Doubleline and his interviews and practically no one watches them. I knew I was messing things up with T-bill and chill from what he said a few months ago but couldn't see how it was going to play out. From yesterday What really sucks is I had...
  17. M

    Who thinks Powell went into hyper dove mode after talking to Yellen about cost to Govt of high rates

    I totally agree. WAL up 10%. FITB up 8%. Pretty much any regional you look at is up at least 5% today. It is the combination of what is on the books in terms of treasuries and their commercial loan portfolios and mortgage origination is frozen and mortgage refinancing is basically dead. 3...
  18. M

    Bond Market’s Big Rate-Cut Wager Faces a Reckoning From the Fed

    Well I booked my worst trade of the year, -2.3% short IWM. Not a giant size but I could have got out with a smaller loss. I have bet against the rate cut hopes the whole cycle. I didn't even log in until 9:30, fumbled around with the order then was filled at 9:35am. Up instantly and I didn't...
  19. M

    Bond Market’s Big Rate-Cut Wager Faces a Reckoning From the Fed

    I don't really understand the Fed fund rate cut bets. March is at a 40% implied cut right now. It would seem to me the thing the Fed can not possibly do is cut and risk an uptick in inflation here just to juice the market a bit. While I don't hate a very small TLT short here I am probably...
  20. M

    Found an alternative to traditional bubble charts

    It is a force directed circlepack https://d3-graph-gallery.com/circularpacking It is a gimmick that is mostly for data visualization tutorials. It is visually harder to compare the area of circles than it is to compare the area of squares. We know this from experiments in perception. Of course...
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