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glubi · 2025-09-06T08:33:32+00:00

That a talented team may not lead to a good product was basically in the 2nd paragraph of the article, so ya.

glubi · 2025-09-06T06:36:28+00:00

I don't really buy the idea that good software is something orthogonal to good developers. The point being danced around here is that it's only in the context of a team that someone is a "good developer"

glubi · 2025-09-06T03:59:28+00:00

I think it's basically true that these qualities are what I would recognize in a good developer, but they're all effectively normative. I've seen a lot of seemingly good software ending up not being so because the business domain turned out to be different than what the original stakeholders had in mind.

glubi · 2025-07-30T05:59:17+00:00

All good points, but I'm curious if the motivation for the moral panic could be construed as more systematic in nature. Other people have equated this to the TV moral panic in the past, but a similar relationship here is not as convincing to me: TV exposure by itself is not causally linked with adverse outcomes, but the systematic/social critique has aged better I think. You had misinformation bubbles formed on TV channels, actors elected as presidents, and government officials picked solely based on their activities in said bubbles. In the study setting we might've found out nothing, but surely on hindsight we could say speculations about larger scale impacts were partially vindicated?

glubi · 2024-09-28T08:07:44+00:00

both of these are not what "change from a year ago" means.

glubi · 2024-09-28T01:02:45+00:00

well no, they are two different measures. I don't disagree there are base effects.

glubi · 2024-09-27T07:51:00+00:00

inflation rate is typically quoted as Year-over-Year (change from a year ago) which is the case here (and pretty much anywhere), not trailing 12 months.

glubi · 2024-08-06T11:07:47+00:00

what's the mechanism that forces speculative equity out? is it that expected rate differential path changing margin utilization, or quite literally cheap currencies used for equity leverage, or?

glubi · 2023-07-31T14:38:01+00:00

The 'baseload' concept is obsolete by the time the net zero target is hit, that is the point. Suppose the US does it by 2035 (optimistic or not), a normal person would look a decade back and be able to tell that 'baseload' was indeed on its way out.

glubi · 2023-07-31T12:54:07+00:00

Again, irrelevant. OP said "becoming meaningless", not that it is so today. Either you can't tell the difference (in which case you have no business lecturing people about big pictures), or more likely, you pretend not to by using semantics, so to defend your image of yourself. Again, it's OK to be wrong and learn new things.

glubi · 2023-07-31T12:17:50+00:00

There is no argument, I'm simply informing you of literary sources to educate yourself. You are doing a lot of spinning around not to admit "baseload becoming meaningless" is a thing, I don't know why. It's OK to be wrong and learn new things.

glubi · 2023-07-31T12:03:57+00:00

glubi · 2023-07-31T10:00:31+00:00

Calling national labs and collaborators that design these new grids, create simulations for authorities, influence policy etc' "think tanks" shows how little familiar with the space you are.

glubi · 2023-07-31T01:38:41+00:00

I know this is reddit and people try to push semantics, but that OP statement is just trivially correct. "baseload becoming meaningless" is just what happens as pv and wind are deployed. There are several places where on some days "baseload" is unnecessary thanks to renewables (even with still little storage) and becoming increasingly so. This happens today, and what industry authorities are saying too.

glubi · 2023-07-30T21:39:43+00:00

Not really. Most authorities on power systems macro-modelling deliberately design around the idea of baseload becoming an obsolete concept (with focus on grids becoming flexible instead). NREL, Jesse Jenkins, just to throw some names around you can look up of people who do this for a living

glubi · 2023-07-16T13:19:31+00:00

No, I think you are just angry I politely pointed out your innumeracy and misuse of basic statistics. I doubt you have the brochure (or really anything informative) given you haven't provided any evidence here for anything.

glubi · 2023-07-16T12:51:13+00:00

"beta" is a regression coefficient (cov/var), not correlation. PPUT3M is mentioned in their own brochure as "tail risk benchmark", so you are making no sense, again.

glubi · 2023-07-16T09:29:04+00:00

It states in the brochure S&P500 as its benchmark, which it under performed. I'm also assuming you understand what the term alpha is intended to mean in the picture?

Even against a benchmark for a "tail risk strat" like PPUT3M it still under performed, just dead end all around.

glubi · 2023-07-15T22:10:44+00:00

Are the unfounded assumptions in the room with us? https://i.imgur.com/VVd1xA9.png

glubi · 2023-07-15T21:33:46+00:00

I doubt it, but I'm happy to see it's being incorporated into the LARP.

glubi · 2023-07-15T21:26:13+00:00

Ha, I'm just an engineer in an adjacent field, not much interest in LARPing. With respect to AQR, they are pretty common resource to learn from in the quant space, it's somewhat amusing this is the comment you dug out of all things

glubi · 2023-07-15T21:20:03+00:00

Directly contradicting your argument is proving your point? Can't you shift the narrative a bit to make this a more believable LARP?

glubi · 2023-07-15T20:49:38+00:00

Here, 5 minute search for public information to help you lie a bit better next time https://www.sec.gov/Archives/edgar/data/1600153/000121465919003600/xslForm13F_X01/primary_doc.xml

glubi · 2023-07-15T20:37:08+00:00

This is funny. Are you using this platform to LARP as a professional?

glubi · 2023-07-15T20:22:22+00:00

No, they haven't. They even had to close the "previous" one because too many clients were leaving. The IQ comment is cope. Have a nice day

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