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The problem with sitting in 4 week bills is how boring it is. I am eating some 20k so far in opportunity cost with closing my TLT trade. I still think I am on the right path. There is even a chance TLT certainly goes back to a 100. The problem is my bills are basically a certainty. It is so...

The VIX closed at 12.63 and BTC is 50% away from all time highs. That is not what I call bullish no matter what some fucking retard on social media tells you. .

PLTR is an obvious short here with a 300+ P/E and the VIX at 12.63 lol. I had a shitty long position through earnings but it so hard to size anything with this company. It is a retail driven stock like none other. The crosswind though is semantic vectors and semantically meaningful data. IE...

I feel you Krakenite. I think Taleb says something in Anti-Fragile about not wasting time on books that have not stood the test of time. Khun is a great example and a must read. I think I have read all of Taleb but he does basically repeat Fooled by Randomness ad nauseam. I have still never...

I ripped through The Queen of Cuba this week about the Cuban spy Ana Montes. Espionage is always interesting but this was probably a pretty bad book. I still have no idea why Ana risked death to spy for Cuba. It makes even less sense to me that she did 20 years and is now free and living in...

haha I think she is even uglier now from the last picture I seen. I should say I listened to the audio book and quite zoned out on many parts. It wasn't really even as interesting as the average podcast.

I didn't pay much attention to SBF before he was arrested but I finished Going Infinite and just can't fucking stand this guy. Everything about him and everything he stands for I absolutely despise. I can just picture him thinking "well even if I get caught with how white color crime is...

If you were learning to play piano instead of trading, after 10 months you still are going to basically suck, not be able to play much and a difficult Rachmaninoff piece would seem like something no one could play. Time is really the best teacher for trading IMO. You probably will have to over...

Everyone seems to have a friend doing amazing things with AI lol. Such obvious bullshit. I still use chatGPT4 everyday but the magic has quite worn off. It is so easy to see how incredibly limited it is after much use. If anything, what is amazing about AI at this point is how incredibly...

It is an inherently confusing topic because market data is so different than most other time series data. Then on top of that ML itself is a toolbox to accomplish different tasks. The most simple project would be to take a single time series based on close or open, engineer features and then try...

Pandoc, fuck yea. I would contend though, first, this idea of thinking in vectors..... Thinking in vectors is maybe on the idea of the enlightenment? Maybe not....maybe not not

It is all semantics. I have nothing left to say in English.

Super heavyweight counter argument by Chomsky

All evidence points toward that Feynman was an anti-tooth brusher https://www.youtube.com/shorts/IaWf_JglYOo It is the most brilliant question though to a skeptical mind. What evidence is there for brushing your teeth?

This is a problem with discussing trading online. I didn't even think about getting long today. That post Monday was then, this is today. This is now though after the bell. I want NQ down Sunday night! To believe you are following a rule, is not the same as following a rule. What could...

I have been thinking of taking time off trading beyond tbills/index and learn to build something like this with a vector database and word vectors. The immediate trading use isn't something I really see but I feel really stale on ideas. This and the biopython tutorial is on my list. It is a...

I am interested to see if crypto is front running a bank blowup here. Bank stocks are getting absolutely crushed. Everyone knows that banks are sitting on all this commercial real estate debt that is going to need a haircut. It just doesn't make any sense that things would move this much for...

I had closed my short out last week but I think I missed the long here this morning. That drop to the $15.40 area this morning would have been the long for me with good support underneath and hold through earnings but I was busy with other things. Probably not a bad trade to buy here still and...

Must be a total amateur that is surprised they can make a winning trade.