2026-07-13
Generative AI makes intelligence dramatically cheaper. But the most economically valuable applications of intelligence already had plenty of it thrown at them.
2026-06-01
When I used AI for something I wasn't good at, it was fun. When I used it for something I was really good at, it was scary.
2026-05-14
Claude is generally great at writing code. So why does it seem to love this particular anti-pattern?
A blog about quantitative finance and investing, 2015–2022.
Apr 2022
Here are a few examples of current situations where a thing could go one of two ways, and I genuinely don't know which way it will go, yet I'm placing a bet on
Apr 2022
If there’s one thing investment managers love, it’s pretending to be philosophers; if there’s another, it’s pretending to be generals. While nobody should confu
Mar 2022
Old Ideas China Tech I’m mostly off of this idea. I sold my Alibaba position and am holding, but not adding to, my Tencent and Naspers ADRs. I just don’t see a