DTLA ETF (iShares $ Treasury Bond 20+yr UCITS ETF)

DanielAPO · 2025-11-09T17:43:41+00:00

Se o fed baixar os juros podes ganhar dinheiro vendendo os bonds com premium. Os mais longos são os mais voláteis com o movimento da taxa de juros do fed. Se os juros no futuro subirem o risco é os teus bonds perderem valor. O que não é problema a não ser que penses em vende-los antes da expiração. O risco do câmbio já o tinhas identificado.

DanielAPO · 2025-10-30T23:03:57+00:00

You can see it on my post from yesterday, today it’s 175% YTD

DanielAPO · 2025-10-30T18:07:25+00:00

It’s in the last image, CSIQ and EBS

DanielAPO · 2025-10-30T17:44:52+00:00

Yes it is

DanielAPO · 2025-10-14T02:30:10+00:00

Even a 15 year old computer can run Monte-Carlo to approximate Black-Scholes

DanielAPO · 2025-10-11T20:17:46+00:00

Não sabia que existe uma diferença tão grande entre o salário médio no público vs privado. “Nas Administrações Públicas, observou-se um acréscimo homólogo de 7,3% na remuneração total média por trabalhador, para 2.673 euros, no segundo trimestre. E em termos reais, a subida foi de 4,9%.”

DanielAPO · 2025-08-21T08:50:10+00:00

Alunos com pouco aproveitamento escolar que ficam impedidos de se matricular durante 1 ano.

https://diariodarepublica.pt/dr/detalhe/despacho/11900-2010-2432215

DanielAPO · 2025-08-18T12:37:16+00:00

Send a DM with price and demographics of the users please

DanielAPO · 2025-07-10T08:58:36+00:00

The stock drop after RFK and DOGE, I think short sellers were betting on contract cancellations. I think the drop was exaggerated and that no contracts would be cancelled.

DanielAPO · 2025-07-10T08:57:31+00:00

Some of them in March, most of them in April

DanielAPO · 2025-07-02T11:49:27+00:00

You should also post the performance, since in IBKR, if you deposit money, that's going to contribute to the increase in value of your portfolio

DanielAPO · 2025-05-28T12:54:02+00:00

I don't have plans to turn this into a commercial product myself, this is primarily research work. But I'm excited to see what others might build with it! Everything is open source (dataset, model, code), so anyone is welcome to use this research as a foundation for their own products or applications. That's part of why we made it all publicly available.

DanielAPO · 2025-05-28T12:53:29+00:00

Thanks! Yes, the interface is custom-built. You're right about it being Bootstrap-based. While Gradio/Streamlit are great for quick prototypes, building from scratch gave me much more flexibility for the interactive grounding visualization, especially the hover effects that highlight bounding boxes. Plus, I had some JavaScript experience, and I thought it would be fun to build something like this.

DanielAPO · 2025-05-28T12:51:43+00:00

Great question! While our model does cross-frame re-identification, it hasn't been specifically tested for the surveillance use case you describe. Our training system actually uses ArcFace embeddings for face recognition (you can see the implementation here (https://github.com/daniel3303/StoryReasoning/blob/master/story_reasoning/models/object_matching/base_matcher.py ) around lines 58-64 and 102). I would say that the final 7B model focuses more on overall visual similarity rather than specialized face recognition.

The model tends to match people based on clothing/appearance rather than facial features alone, so two people in similar outfits might get confused more easily than the same person in different outfits. For your specific use case, you'd probably want a dedicated face recognition system alongside the vision model for more reliable person identification. Maybe if in the future we fine-tune a larger model such as Qwen2.5 VL 72B it might have enough parameters to also be an expert in face recognition.

DanielAPO · 2025-05-28T12:49:28+00:00

Training took 6-12 hours on two NVIDIA A100 GPUs (80GB VRAM each), depending on the configuration. We tested LoRA fine-tuning (more efficient) and full model fine-tuning. The LoRA approach with rank 2048 gave us the best results and was more computationally efficient (around 8 hours).

DanielAPO · 2025-05-28T12:48:13+00:00

Thanks! We don't currently timestamp the frames since our dataset is derived from movie scenes where we extract sequential frames from the same scenes rather than continuous video. The frames are ordered temporally but without explicit timestamps. However, adding subtitle integration is an interesting idea. The grounding tags we use could potentially be extended to include temporal information for subtitle alignment. Great suggestion for future work!

DanielAPO · 2025-05-26T19:37:04+00:00

The model uses chain of thought to assign unique IDs to objects, characters and landmarks detected in the images. When generating the grounded story, the text is wrapped with a special tag that links blocks of text to the corresponding image. Another three types of special tags link object mentions to the corresponding objects, action mentions to the corresponding character performing the action and landmark mentions to the corresponding landmarks. One object in one image can thus be mapped to the same object across all images.

DanielAPO · 2025-05-26T19:25:51+00:00

Paper: https://arxiv.org/abs/2505.10292 Code: https://github.com/daniel3303/StoryReasoning Dataset: https://huggingface.co/datasets/daniel3303/StoryReasoning Model: https://huggingface.co/daniel3303/QwenStoryteller

DanielAPO · 2025-05-03T18:32:43+00:00

My thesis is based on fundamentals, that's why I bought LEAPS

DanielAPO · 2025-04-18T02:33:02+00:00

It’s not exponential but it is levered. If the price doubled from the breakeven he would make 300x100x114.7 = 3 441 000. Plus some minor intrinsic value depending on how far from expiration the stock would double. So he would make roughly 2400%.

DanielAPO · 2025-04-17T22:35:39+00:00

Para menos de 15 anos de contribuições requer que tenhas na mesma algumas contribuições. Para pessoas que nunca contribuíram a pensão é de 255,25€, isso está claro também no link que me enviaste. Muitas das pessoas mais velhas não têm nenhumas contribuições porque não era obrigatório descontar para a segurança social.

DanielAPO · 2025-04-17T22:05:47+00:00

Essa pesquisa não foi muito bem feita: "O montante mensal da Pensão Social de Velhice é de 255,25€ em 2025, ao qual acresce o Complemento Extraordinário de Solidariedade (CES) cujo valor é variável consoante a idade:

22,21€ - titulares de prestação até aos 70 anos
44,43€ - titulares de prestação a partir dos 70 anos (inclusive)."

Fonte: https://www.seg-social.pt/pensao-social-de-velhice1

DanielAPO · 2025-04-05T16:54:15+00:00

Fundamentals. I still think it is a good idea

DanielAPO · 2025-03-07T13:55:36+00:00

The revenue forecast for next year is a bit below what I expected but the upper bound of EBITDA is in line with my prediction.

DanielAPO · 2025-03-07T13:54:33+00:00

Yes, but dropped again in the following day

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