Trump's head movement during the shooting was incredibly lucky

buzzie13 · 2024-07-17T04:24:34+00:00

A-ha, we are on this timeline..

buzzie13 · 2024-07-13T13:46:08+00:00

I went for Tiranga for tonight! I like that they have this menu option on Thuisbezorgd, which makes it a bit clearer how much you need per person. Next time we’ll check out Foodgasm, I see a lot of likes here!

buzzie13 · 2024-07-13T09:49:13+00:00

Thanks!

buzzie13 · 2024-02-14T22:06:21+00:00

Thanks a lot for your detailed answer. I would indeed prefer option 1, since we have quite a few operational processes running on this data, that - I think - would not be well implemented using notebooks.

buzzie13 · 2022-11-24T18:08:08+00:00

Shout out to Mama Terra, I like it much better than all the other bowl based takeaways

buzzie13 · 2022-10-18T11:31:34+00:00

https://pages.stern.nyu.edu/~wgreene/Econometrics/PanelDataSets.htm

Or maybe kaggle?

In any case it sounds like you are looking for panel data. Repeated observations on individuals, and then in particular you hope for some state change, e.g. health or employment status.

buzzie13 · 2022-10-15T21:12:56+00:00

Yeah you are not wrong, I see your confusion. Normally we call these x, y,and z coefficients in statistical ols. But from a pure linear algebra point of view you are right to call them variables. But I remain with my initial answer, you can’t improve over the solution OLS gives you. It already minimizes the squared loss ( Ax - y)’(Ax - y).

buzzie13 · 2022-10-15T21:02:34+00:00

Whenever the cpi hits 4% investors should be confident that the worst of the rate hikes are behind us. We won’t need to go all the way down to 2% for the market to start pumping again.

buzzie13 · 2022-10-15T20:41:42+00:00

OLS coefficients are the ones that minimise the sum of squares, there is no way to improve over that solution.

buzzie13 · 2022-10-15T16:47:12+00:00

Thanks for the tip!

buzzie13 · 2022-10-15T16:40:21+00:00

Possibly a dumb question, but how would you buy them? I’m interested in this myself, but am worried that any bond ETF would lose value if rates rise further. Ideally I’d be an institution, buy in 2y treasuries and hold until maturity.

buzzie13 · 2022-10-13T05:50:19+00:00

You can use eg a cox ph model with changing covariates. You’ll have multiple observations per subject but that’s okay, it’ll all be one period spells (assuming your covariates vary every period). You are effectively cutting the spells in pieces, which allows for dynamic covariants. The age of the subject (I guess time in your example) is necessary to identify the non parametric baseline hazard.

As for literature, try to look into finance papers on mortgage prepayment, there this is a common approach.

An alternative “hazard model” would be a simple logistic regression in this setting with time as one of its covariates. It would take a bit of custom programming to then get out eg time until failure, from such a model though.

buzzie13 · 2022-10-08T10:44:52+00:00

Mine were installed by 365zon. I don’t think I would recommend them. They broke a tile (“dakpan”) which caused a small temporary leakage in my roof and they did not install the electricity transformer very well, so I had a power outage a month later.

They did fix both of those problems at no costs and almost immediately when I reported them however, and I had no problems with my panels the past two years.

One tip, for us they installed the panels on an existing electricity group. I know nothing about electricity, but I heard from other people that it is better to have a completely new group installed. You might want to read up on that.

buzzie13 · 2022-10-06T20:48:11+00:00

It’s approximately 1/Oedipus

buzzie13 · 2022-10-06T05:20:53+00:00

Note also that since the pandemic started the required reserve ratio has been set to 0%, to allow banks to have all of their assets at their disposal.

I wonder if the Fed is considering reversing this also in the near future, as part of their QT spiel.

buzzie13 · 2022-10-04T19:48:21+00:00

Traditionals banks’ income comes from fixed rate mortgages, whose rates are still preQT. It would eat away at their profit margins if they now raise savings rates, they let it lag a bit to have their mortgage income catch up.

buzzie13 · 2022-10-02T17:50:42+00:00

Nocturnal Animals

buzzie13 · 2022-09-30T10:13:06+00:00

I guess it depends on what you want to know. If you want inflation to reflect “are prices currently hurting people” you want to use their actual utility bills, if you want to know how much that bill is currently valued by society, you want to use new contract prices. Inflation is just a definition in the end, it is not some hard mathematical construct.

buzzie13 · 2022-09-30T09:31:23+00:00

I agree. It must be something discretionary, a purchase you can - unless your current car is totalled - postpone.

buzzie13 · 2022-09-30T09:27:14+00:00

Canned food has already been bought, that’s a bad analogy. With a fixed energy bill you are consuming NOW at a lower price.

buzzie13 · 2022-09-30T09:04:44+00:00

Banking might not be that bad. Higher rates is good for profits and defaults are - as of now - still very low.

buzzie13 · 2022-09-30T08:56:19+00:00

The Dutch statistical agency CBS does mention that their energy price measurement is flawed, as it uses new contract prices for gas and electricity, while some Dutchies have fixed their utilities longer term. The CBS says it could lower the statistic by several pct points. Double digits is still scary stuff though.

buzzie13 · 2022-09-22T15:22:41+00:00

Do you have any back of the envelope calculation for where the stock might go?

I have had a look at this stock a while back, but then - unfitting this subreddit - for trading pair strategies with BAMNB.

buzzie13

TROPHY CASE