ivalm

77 ms·

961.
by ivalm 7y ago
There is a difference between debt as a way to raise capital for growth vs debt as a way to return unearned money to shareholders.
962.
by ivalm 7y ago
Try to fit it. More easier is to look at daily new cases. For past 4 days they are increasing linearly (meaning total is quadratic)
963.
by ivalm 7y ago
Vaccines are at least a year away. In order of most to least likely to work: 1. Chloroquine is hepotoxic and since cytokine storms is already one of the way covid19 leads to death there is a lot of question whether chloroquine can actually
964.
by ivalm 7y ago
They definitely should return profits, they shouldn't take on additional debts to increase share price.
965.
by ivalm 7y ago
I can accept viewpoint only if we ALSO allow all unprepared companies to fail. This will then inform the next generation of CEOs to prepare more. If we socialize losses while privatizing gains we create wrong incentives. I think the general
966.
by ivalm 7y ago
Companies should be most definitely punished for not being robust to black swans. You can't predict a particular black swan, but you can definitely predict that black swans happen regularly. There is a reason why options have the &quo
967.
by ivalm 7y ago
The fed discount window is wide open for business. But seriously, aggressive monetary policy should keep the credit markets working even if mostly by adding to fed's balance sheet.
968.
by ivalm 7y ago
There is no treatment other than providing ventilation to the very sick.
969.
by ivalm 7y ago
I mean, italy is no longer exponential, China clearly contained their issues. The doom and gloom is somewhat overblown.
970.
by ivalm 7y ago
I think it is implied that the debt is serviced via quantitative easing.
971.
by ivalm 7y ago
A lot of people would argue that Mensa itself is a joke...
972.
by ivalm 7y ago
Some people make concave bets in high vol markets, most of such people are suckers.
973.
by ivalm 7y ago
They are buying treasury and selling a treasury future, which nets them some premium. They then fulfill overnight capitalization requirements with the very same treasuries. Future premiums are higher than overnight lending rate.
974.
by ivalm 7y ago
If it has fighters escorting it then it is not invisible.... whole point of B2s is to be invisible to long range radars (due to plane geometry). F22 and F35 don’t have this capability.
975.
by ivalm 7y ago
Except for they are not using random bonds, they are using Treasuries. This isn't random toxic debt, it's the debt of the US government to itself. More akin to "if banks are insolvent this ensures a certain degree of quantita
976.
by ivalm 7y ago
Payday loans are generally not overnight and are typically not collateralized; they are in fact very risky. Repo's are overnight borrowing collateralized by the US Treasuries. Basically it is borrowing to maintain capitalization requir
977.
by ivalm 7y ago
How many reports do you have?
978.
by ivalm 7y ago
For a better viz tool, here is one from john hopkins: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.h...
979.
by ivalm 7y ago
Yes, especially if you have a physical system I am curious what happen (eg, do we shear the axel somewhere?)
980.
by ivalm 7y ago
Not op but specificity is TN/(TN+FP) https://en.m.wikipedia.org/wiki/Sensitivity_and_specificity#...
981.
by ivalm 7y ago
But filing claim is protected by law, you ability to have content on YouTube is not. There is a fundamental asymmetry.
982.
by ivalm 7y ago
From Scott Aaronson: https://www.scottaaronson.com/blog/?p=4512
983.
by ivalm 7y ago
There are two things: 1) Somewhat pedantic: A big reason why performance is-what-it-is is that at any real $$$ liquidity/volume becomes an issue. Lots of option markets are just not that liquid. If you play with only a few $k and robin
984.
by ivalm 7y ago
Those people don’t know what is pin risk. Basically their long puts got exercised because automatic execution is determine at 4pm and they didn’t object (creating a short position in equity), their short puts didn’t get exercised because th
985.
by ivalm 7y ago
Lots of RH are gamblers with short term options. Today's implied volatility and time-value for those options is way lower.
986.
by ivalm 7y ago
Almost certainly they cannot compensate. If average user lost $1k that's a cool $10b they would need to compensate.
987.
by ivalm 7y ago
This is not actually where overhead really goes to. A lot of overhead simply pays for departments that don't bring in money (eg humanities, some social sciences) and I think that's fine too. But let's not say that an experime
988.
by ivalm 7y ago
This is not entirely true. UCSC determines its own admission, they could have simply not increased the student body and their housing would have been sufficient. I know the same thing is happening at UCSD, where the student body exploded in
989.
by ivalm 7y ago
Kaiser Permanente Medical Informatics | Machine Learning Engineers and Scientists (Data Science Team), Backend Engineers (Applications Team) | San Diego, CA | ONSITE preferred Medical Informatics team develops clinical decision support, aud
990.
by ivalm 7y ago
Two main things you can do: 1) Transfer learning -- start with self supervised model and either fine tune parameters or freeze parameters + add another layer to train your task (with way fewer params/necessary labels since you already

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