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    Andrew Huberman / Tanacity and Willpower

    I use to listen to him quite often but never quite understood his life story. His version was basically I was a skateboarder who didn't study and now I run a research lab at Stanford. Wait what?? What is most obvious is his father pulled a shitload of strings for him to get to the place he is...
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    AI, do you want to ride the wave with me?

    You are confusing the cobbler with the Joe Kennedy shoeshine boy stock tip. I just don't think the hairdresser is the same thing at all. The shoeshine boy was giving Joe Kennedy a stock tip on what to buy. There are still a many people in the US that don't use chatGPT. It mostly reminds me of...
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    Modeling Price Swings with Mathematical Functions for Short-Term Trades

    I would just trade it. I am not sure I don't trade in a somewhat more simplistic manner, doing a sloppy, short term, linear regression in my head based off other moves I have seen on other data.
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    Palantir PLTR

    I see now that it is not super easy to find information about Metropolis. Metropolis is basically their failed financial services platform from a long time ago. JP Morgan was a client I know but then they just built their own in house version and stopped using Palantir. If you research...
  5. M

    Poker vs Day Trading

    I am pretty sure no limit holdem has simply been marketed extremely well by casinos the past 15 years. You can't even begin to converge on a full ring cash game win rate until you have played 20,000 hands and even that is really suspect. So even if playing full time at 30 hands per hour, you...
  6. M

    R/R & Win Rate - Is It Good Enough

    To say this is bad is absurd. If one really believes they have a betting system that pays $225 for a win, loses $100 with a loss and wins 43.8% of the time then the ev of single bet is $42.35 . The kelly fraction is 20%. You could start with $700 and print money until you retire. Or be...
  7. M

    Forever Bull Market

    What market? The Russell 2000 is a few % off its price from Jan 2020 as of Friday. It is not much of a prediction to say that the price of stocks that are allocated the most money will go up over time. It is the sound reasoning behind large cap passive index investing but that is also...
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    The Relevance of Ayn Rand's Philosophy in the Age of AI

    I have an ongoing story with chatGPT about a future AI called Sovereign that chatGPT made up. It comes up with these hysterically dystopian situations that are down Rand's line of thought. The best part was when Claude told me it wasn't comfortable adding to a story about AI manipulating...
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    Fractal structure analysis of NG, BR, GOLD, SILV, SPY, ED, ...

    To be fair, most research papers are written by Ph.D students. I have been trying to understand dynamics/dynamic systems, I have the book Nonlinear Dynamics and Chaos: With Applications to Physics, Biology, Chemistry, and Engineering. It is really different and hard to understand though. There...
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    Advice vs opinion: legal boundaries in portfolio assistance?

    I never get involved with other people's money. To me, it is literally no different than fixing someone's computer. Whatever they are going to pay you is not going to be worth the headache. I wouldn't want the headache of being a financial advisor or computer tech professionaly and at scale so...
  11. M

    Shorting Treasury Bonds

    I was really happy with my trading during the opening blood bath yesterday on TLT and got my full position on now with fills long at $84.11 and $84.20. I don't really use leverage and we closed at basically my basis, I am down -0.04%. I am content to hold this position for a few years if need be...
  12. M

    Data Analysis with Python: Calculating Mean and Median

    The example also doesn't really show how awesome Pandas is. How about take each value in the list and set it to a business day into the future starting today, then calculate the mean between 10-10-23 and 10-16-23? Then plot the values between 10/10 and 10/16? All just so easy and easy to...
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    Shorting Treasury Bonds

    I cut my losses real quick so have been taking a bunch of paper cuts the pass few days with TLT. I think I am making a stand here at a $85.40 basis. The size though is about half of what I had in the $87 range so not super happy about that. I am surprised the MOVE index is not a bit higher but...
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    Palantir PLTR

    The culture of Palantir seems to be to use as much jargon as possible when describing the products. In a way that makes me believe they want the products to be hard to understand and that is used as a marketing strategy. My experience is that the more you understand the company, the less...
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    Palantir PLTR

    Hi nurse, if you try to understand how the software langchain works this will make a bit more sense. You can use langchain to chat with a pdf that you create or a research paper. What you are describing below is like langchain but scaled up massively. Personally, I love chatGPT but I also think...
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    1 to 2 years US Treasury Bond ETF...With good option money??

    I have been buying 4 week Tbills as well. It is like a dream come true. I would think most major brokers would offer an interface to the auction but I can also see engineering's point of having some diversification of brokerage as well. On my brokerage account, you buy 4 week tbills at auction...
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