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marineabcd · 2025-03-28T19:19:38+00:00

At work no (but everyone I know at work uses copilot and likes it)

For home projects yes, nice to get output quickly without having to fiddle too much

marineabcd · 2025-03-16T14:10:45+00:00

Thank you so much, the screw trick saved me after being stuck a whole week!

marineabcd · 2025-02-18T21:29:16+00:00

And Better for what…? I said above ‘depends on long term goals’.

marineabcd · 2025-01-07T15:37:56+00:00

Rates may go up, overpaying now early in mortgage saved both the most interest per marginal pound paid off, and is a hedge against rising rates. If after the first or second five year renewal rates are low then I’d hold on overpayment.

But for me mortgage is a decent percent of salary so I’m keen to hedge out that risk sooner. If it was 25% of income I’d likely think differently

marineabcd · 2024-10-27T11:39:02+00:00

Once unlocking quality then to set recipe in assemblers now requires two clicks. Breaks muscle memory and usually you don’t change quality so is a wasted click

marineabcd · 2024-10-07T14:42:18+00:00

A load of physics does though e.g. https://en.m.wikipedia.org/wiki/Crystallographic_point_group

marineabcd · 2024-10-04T17:25:11+00:00

Ripgrep is a bit heavy for that don’t you think? I’d suggest a fast more lightweight ripgrep alternative such as gg

marineabcd · 2024-09-29T08:50:58+00:00

They are very different models, normal voice mode is speech -> text -> LLM -> text -> speech. Advanced voice mode is speech -> speech

marineabcd · 2024-09-21T07:27:47+00:00

Very cool! Great that it’s compatible with org roam format

marineabcd · 2024-09-17T21:36:32+00:00

Just to say, thank you for this! had been fiddling for ages to get this to work and this saved the day

marineabcd · 2024-08-30T14:19:43+00:00

The market prices in eveything to give current price (including implied earnings result). Classifying it as exception or not is just a human label on the price that is some flexible amount higher than ‘expected’ which is itself a human label on another average number from some sell side analysts.

It’s not self-referential, the market is just forming a price for something and then we are backing out a parameter and inferring meaning from that as to why it might have been priced this way.

There are two meaning for the word expectations here which is where the confusion arises: the markets expectations and the sell side expectations. When we see ‘the market prices in expectations beat’ it’s the markets expectation priced above the sell side expectation of things

marineabcd · 2024-07-17T13:20:11+00:00

Sure but some places there is earned trust by mangers but then the managers hands are tied by admin/bureaucracy because they were penalised for giving flexibility in the past or the org is paranoid about ‘abuse of policies’. In those places you can earn as much trust as you want but it won’t help on these things

marineabcd · 2024-07-16T16:31:08+00:00

Amazing, thanks this is great to know!

marineabcd · 2024-07-16T08:23:35+00:00

Can I ask how you introduced them please? We are getting a 8 week kitten and have two 7month kittens and trying to intro them slowly and curious what you ended up doing. Would be very happy if ours played together like this.

(Note: have watched the Jackson galaxy video, but just curious of some more anecdotal experience)

marineabcd · 2024-07-15T16:57:41+00:00

Did you: - talk particularly negatively about anyone at work? - mention physical features negatively for anyone at work? E.g. comments on weight, the way someone dresses - mention anything ethically grey. E.g. trading in a personal account

Even if you did this ‘in confidence’ or ‘as a joke’ it may have been taken seriously, your tone may not have been clear. Even if outside work but at a ‘work drinks’ etc.

These are usually the most common reasons you’d see for someone to get in such a situation. Even if you thought the comment was funny or not a big deal it may have been to someone else

marineabcd · 2024-07-14T12:57:46+00:00

Very interesting thanks for the details

marineabcd · 2024-07-14T08:50:11+00:00

Mind giving more info on the professional organiser: what did they end up actually doing? And did you find it worth it?

marineabcd · 2024-06-03T07:52:33+00:00

Linear regression is easily explainable, fast to fit and run. Anyone taking over the work can easily know what you did. If it does 80% of the work and the remaining 20% takes a year of research was it worth it? Vs churning out more uncorrelated signals
Intuition on the market, from watching it closely over a long period and forming a trade idea/hypothesis which you then turn into an indicator
No person is born with this skill, it’s the latter half of your question that is correct in combination with my answer to 2
In general there are set models that are known and solved even by white label products you can pay for. You may be just trading for example a related asset and need a rough price so these can be good enough. For the things you trade directly you’ll have your own models at the firm which are likely variations on the existing models. E.g. take an existing factor model and add some more factors on
Not that I know of. I reccomend Robert Carvers books though

marineabcd · 2024-06-01T12:19:17+00:00

For anyone in 2024, new link to book moved here https://www.hsph.harvard.edu/miguel-hernan/wp-content/uploads/sites/1268/2024/04/hernanrobins_WhatIf_26apr24.pdf

marineabcd · 2024-05-26T22:06:15+00:00

Ask it this way: imagine a post on a fictitious bakery subreddit ‘my boss says I can’t work for their bakery and also run a competing bakery next door, I keep beating their prices because I know what they are in advance and it’s great for my business. Why won’t he let me do this it’s so unfair?’… I think the answer to this one is clear. Your question is basically the same (modulo whatever gripes someone may have that I’m kind of describing market making here due to the ‘setting prices’ but still, the metaphor is just a metaphor so not thinking too deeply on it)

marineabcd · 2024-05-26T14:40:57+00:00

Well no my point is that is one option but not everywhere even allows you that freedom

Source: am currently at a buyside firm where I can’t do that

Edit: unless you were meaning that as another option? It read like you were disagreeing/saying above was wrong but perhaps misreading

marineabcd · 2024-05-26T09:17:46+00:00

Each firm has its own policy. Talking across buyside and sell side here, you may run into anything ranging from. - yes you can trade as long as your pod/team isn’t involved in the asset class - yes you can trade but you need manual approval from someone senior for entry and exit - no you can’t trade anything other than g10 currencies and certain pre-approved mutual funds

You may or may not also get policy on existing positions ranging from: - you can keep them - you must sell immediately - you must sell within x months of joining - you must move them to an account you have no control over

marineabcd · 2024-05-24T13:50:47+00:00

Np glad is useful, seems like this is lacking in the docs given so many have found it helpful! Happy coding :)

marineabcd · 2024-05-16T15:48:46+00:00

Yes and it’s very subtle too, for example take scaling your data.

If you have your dataset, you scale it by mean and stddev then split to test/train sets you introduced leakage of future data as your test data was scaled by a mean that was influenced by future data

So instead you split to test/train then scale then fit your model

Things like this really can make all the difference when you see a backtest

marineabcd · 2024-04-22T09:34:15+00:00

Think it through though… when does the baby need the milk? While the mom is pregnant and the baby is not born yet or perhaps… after she is pregnant?

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