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If markets really are "broken" and "passive investors assume everybody else has done the work" then there should be ample opportunities for value investors like David Einhorn to exploit. Why is he complaining? cnbc.com/2024/11/14/gre…
ELLIOTT - HONEYWELL $5B ACTIVIST CAMPAIGN This week, Elliott sent a letter to Honeywell board disclosing its $5B investment in the stock and asking for change. What is their thesis and how do they plan to create $75B of equity value: 1) Elliott Investment in Honeywell 2)…
'The use, misuse, and abuse of mathematics in finance' - Wilmott (2000, PDF): royalsocietypublishing.org/doi/pdf/10.109…
On the bright side, we now have an answer to the Fermi Paradox
the real takeaway from 2024
"Don't run the economy hot" seems to be what voters told us. It was always a bad idea to let macro policies be informed by (re-)distribution concerns. There are better tools for that.
The French Polymarket whale commissioned polls with a specific alternate methodology, the “neighbor method” 1. What a baller 2. What a killer example of how betting markets can surface contrarian, high quality signals
If you are curious how Multimodal LLMs work, I wrote a new article to explain the two main approaches, decoder-only- and cross-attention-style: magazine.sebastianraschka.com/p/understandin… Plus, I reviewed and summarized the 10 latest research papers to see how it's done in practice. Happy reading!
is that your opinion or is that what the brainworm telling you to say ?
It’s dead because it always was dead (vs market beta, not quality). It doesn’t “live” now in privates as it has never lived at all. There was nothing to move. People seem to have a very hard time accepting that there never was a size effect (vs market beta) even though it’s as…
“The size factor (small cap premium) isn’t dead. It’l just lives in private equity now (bc cos don’t IPO till after they’re huge)” - Pankaj Patel on quant panel at the Astoria Macro conf w @alphaarchitect @choffstein @cullenroche & Ben Lavine
Wow! Meta dropped an open NotebookLM recipe: NotebookLlama 🔥 It uses L3.2 1B/ 3B for pre-processing the PDF, L3.1 70B for Transcript creation, L3.1 8B for re-writes and Parler TTS for Text to Speech ⚡ Step 1: Pre-process PDF: Use Llama-3.2-1B-Instruct to pre-process the PDF…
Lagrange's four-square theorem states that every non-negative integer, n , can be represented as a sum of four non-negative integer squares: n = w^2+x^2+y^2+z^2
Austrian mathematician and Co-inventor of abstract algebra Emil Artin wrote a little 80 pages primer on Galois Theory, and it is available for free as a pdf on McGill servers Check the link in the comment and have fun
'Two Variants of Poker' - D. B. Gillies, J. P. Mayberry, & J. von Neumann: degruyter.com/document/doi/1…
Marvin Minsky recalls how John Nash effortlessly solved his PhD problem
"An Infinite Descent into Pure Mathematics" by Clive Newstead PDF: infinitedescent.xyz/dl/infdesc.pdf
DeepMind just trained a 270M transformer that can play like a grandmaster without searching through moves (MCTS), It was trained on Stockfish’s assessment of ~10M games so it didn’t really learn the game from scratch. Impressive that transformers generalize to a “logic” task
Phd level... I'm happy to hear though that researchers continue to explore this intriguing and plausible hypothesis.
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