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eru
searching PlanetScale…
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17 ms
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631.
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by
eru
3mo ago
Depending on jurisdiction and taxation, yes. Eg in many places owner-occupied housing is favoured, and might make sense to acquire, even though otherwise it's silly: a single lumpy usually highly levered position; no diversification;
632.
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by
eru
3mo ago
> I am unsure it is still true. Index funds have taken so much of the trade volume the are becoming momentum strategies I don't understand how that's supposed to work? Btw, keep in mind that index funds are typically really, re
633.
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by
eru
3mo ago
> I think there is now so much passive investing that wall street and tech bros are gaming it, Yes, they are supposed to! And they are supposed to compete for the privilege. That's how index funds can add and remove stuff from the
634.
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by
eru
3mo ago
Sorry, could you please explain? For the record, I deliberately picked an index fund (VWRA) that's not choosy about who to admit, so SpaceX would have been in there pretty quickly no matter what shenanigans they are doing with the S&am
635.
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by
eru
3mo ago
The average professional trader might not be that smart, who knows. But: (A) I am not confident I am smarter than the average professional trader here. (B) You don't need to win against the average professional trader: you need to win
636.
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by
eru
3mo ago
So at least IBKR has some MCP (or so) integration. If you are not trying to be current up to the minute, you can get stock information from eg Yahoo or elsewhere on the open web.
637.
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by
eru
3mo ago
You are right about the numbers. But wrong about what I am thinking: I'm aware, and it's a deliberate choice on my part to allocate in proportion to market cap.
638.
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by
eru
3mo ago
It does. But I haven't properly synced it across all my devices, yet. I know, my fault.
639.
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by
eru
3mo ago
I'm actually more annoyed by having to pick passwords than confirming my email.
640.
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by
eru
3mo ago
I'm in Singapore. My money is in VWRA (without bothering to remove AI companies). Your idea for the tool sounds interesting. I suspect even just copy-and-pasting the paragraph you wrote here into your favourite AI programming agent w
641.
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by
eru
3mo ago
First, and obviously, the article is talking about capital when they say 'money'. Not all capital is borrowed. Second, not all money is created via borrowing (but the vast majority is!) And the YouTube video you linked to is very
642.
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by
eru
3mo ago
How does constant warfare subsidise oil? In case you haven't noticed: both the latest US-vs-Iran war and Russia-vs-Ukraine war have made oil and gas a lot more expensive than the peaceful counterfactual.
643.
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by
eru
3mo ago
Oh, if you could time a bubble, you wouldn't just sell everything: you'd sell more than everything. Ie you'd sell short.
644.
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by
eru
3mo ago
Instead of starting with the top 500 American stocks, and then adding international and small caps, you can start with a global all-market stock index--and then remove AI from that.
645.
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by
eru
3mo ago
As a retail investor, you should buy an index fund and then forget about it. By the time you have read this article, the professionals and their computers will have digested that material a thousand times over and have priced it in. To be m
646.
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by
eru
3mo ago
Could you link to the analysis session, please?
647.
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by
eru
3mo ago
You are right, and the first version of my comment had exactly all this hedging (though less educated and sophisticated than your version). When I said 'Haskell', I really meant 'vanilla Haskell a sane person might want to wr
648.
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by
eru
3mo ago
I don't think Haskell would have been useful anyway? You'd want a dependently typed language for this, not Haskell. Haskell's types can't really express anything non-trivial.
649.
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by
eru
3mo ago
> Cars and non drivers in cities are the typical example. Have a look at Dutch cities for how to avoid this.
650.
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by
eru
3mo ago
The ironic thing is that LLMs are what will make formal methods feasible. First: LLMs find so many bugs and security holes in software right now. So you pretty much have to prove your stuff correct, if you don't want to get hacked int
651.
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by
eru
3mo ago
> And this is exactly how things in large corporations don't happen. Things in large corporations who pay so well that nobody makes it through the recruitment filters and competition who's more than 2% off from being a pure ass
652.
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by
eru
3mo ago
Oh, once you eat enough magic mushrooms, you'll probably see colours from your black and white printer. (I'm colour-blind.)
653.
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by
eru
3mo ago
I'm colourblind and I have lots of trouble with red and brown, so your friend has my sympathies. Though in this particular picture on my particular screen, it's not too bad for me. I have a lot of problems with Splendor and Set th
654.
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by
eru
3mo ago
> In mid-2026 it's a few hours of work. Perhaps even less, if you have Claude do almost all of it.
655.
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by
eru
3mo ago
Getting compensations from OpenAI is more efficient for them than sending someone at OpenAI to jail.
656.
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by
eru
3mo ago
You might like https://mirage.io/blog/bitcoin-pinata-results As far security: you can get a lock further, if you are willing to prove your code safe and secure. Thanks to LLMs that no longer requires a PhD.
657.
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by
eru
3mo ago
You should perhaps be more worried about biological attacks. The raw ingredients aren't nearly as locked down.
658.
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by
eru
3mo ago
> I doubt that the government would try to hinder any western AI companies. Compare and contrast https://www.anthropic.com/news/fable-mythos-access
659.
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by
eru
3mo ago
> Instrumental convergence. Yes, but that's an empirical question that we can (in principle) study here.
660.
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by
eru
3mo ago
> then shoot you anyways. Sounds like a waste? While the gunman is still there, they might as well force you to like a few more replies before shooting you.
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