mhh__

10 ms·

151.
by mhh__ 9mo ago
They've been quietly undoing a lot this IMO - gemini on the api will pretty much do anything other than CP.
152.
by mhh__ 9mo ago
Gappy is very good but occupies a slightly odd role in that he's sort of a jobbing philosopher for hedge funds at this point
153.
by mhh__ 9mo ago
Yes although if you are predicting the returns swaps and options and so on then you need to be able to do both
154.
by mhh__ 9mo ago
What kind of quant? Trading huge equity portfolios and getting paid a lot? Pretty fun Pricing structured products all day in a bank that charges you for lunch? Not great
155.
by mhh__ 9mo ago
Fascinating. Always enjoyed the near-history one can feel in east germany. Europe is obviously very old e.g. I go to a pub back home that's 500 years old, but you can still sort of feel the concrete setting in some parts of Germany. Al
156.
by mhh__ 9mo ago
Aliasing info is gold dust to a compiler in various situations although the absence of it in the past can mean that they start smoking crack when it's provided.
157.
by mhh__ 9mo ago
We don't think reason about electricity generation in terms of portfolio construction. Renewables are cheap (although that's debatable in some ways) but volatile.
158.
by mhh__ 9mo ago
There is a live version of this in the bloomberg terminal.
159.
by mhh__ 9mo ago
If it's still being updated the wikipedia article about semi fabrication has a table with some reasonably comparable numbers (when known) for Intel X and TSMC Y
160.
by mhh__ 10mo ago
Python is full of decisions like this / or rather full of "if you just did some more work it'd be 10x better"
161.
by mhh__ 10mo ago
This is a funny one because on the one hand the answer is obviously no, it's very fiddly stuff that requires a lot of umming and ahhing, but then weirdly they can be absurdly good in these kinds of highly technical domains precisely be
162.
by mhh__ 10mo ago
That's not true with decentralised exchanges like hyperliquid, no?
163.
by mhh__ 11mo ago
I believe pretty strongly that almost every company should have some kind of internal SE
164.
CME Data-Center Issue Hits Options, Futures Trading(wsj.com)
6 points by mhh__ 11mo ago|2 comments
165.
by mhh__ 11mo ago
Read "Advanced portfolio management" by Paleologo (ironically it's actually the introductory one of his two books), or "Active portfolio management" for a more thorough, older, longer book on the topic. Markowitz is
166.
by mhh__ 11mo ago
Volatility is fairly predictable. Or at least much more predictable than returns
167.
by mhh__ 11mo ago
He is clearly still very involved in the strategy of spacex. I don't think he actually cares much about cars these days.
168.
by mhh__ 11mo ago
This is only "true" because anything run efficiently by the private sector is so demonstrably better than any communist-fantasy alternative that no one bothers arguing any more. Should Tesco be run by the government? I use Tesco m
169.
by mhh__ 11mo ago
> in an effort OK? Capitalism works because of the evil businessmen not in spite of them. I'm sure Gregg's could put rats in the sausage rolls if they wanted to but suspect it wouldn't do much good for their footfall
170.
by mhh__ 11mo ago
> abject failure Other than a huge explosion in the number of people using trains? literally Chernobyl-on-wheels
171.
by mhh__ 11mo ago
Does "Web" mean fully wasm (i.e. weird quasi-useless dialect that can't run a lot of code without being specifically aware of it's wasm/webiness) or some combination of that and a server?
172.
by mhh__ 11mo ago
35mm (and even more so with 70mm) looks so much better than digital IMO. The colour looks so much more alive and thorough. And I don't think I'm even being bitten by a nostalgia bug as per se because it was already a nostalgic fad
173.
by mhh__ 1y ago
If LLMs can replace mathematica for me when I'm doing affine yield curve calculations they can do a DCF for some banker idiots
174.
by mhh__ 1y ago
Is it that we think it's evil or that it's easier to deal with while guaranteeing some SSA-like pattern in the code? It's a fairly easy thing to agree to maintain, whereas if you are more jazzy with it you can end up with eit
175.
by mhh__ 1y ago
https://lwn.net/Articles/84888/ bit of compiler history on GCC's move to SSA way back when
176.
by mhh__ 1y ago
It is
177.
James Cameron interview with coast guard about oceangate; the design of his sub [pdf](media.defense.gov)
2 points by mhh__ 1y ago|0 comments
178.
by mhh__ 1y ago
I don't know what it would be, e.g. pretty major dislocations go untouched because the banks can't deploy capital into them like repo in 2019. It's quite possible that the drive towards central clearing kills someone e.g. by
179.
by mhh__ 1y ago
I suppose you could but the problem is that the liquidity would be either shit or more charitably very different to other exchanges that already do what they're supposed to do.
180.
by mhh__ 1y ago
> OneOf I do like/respect C# but come on now. I know they're fixing it but the rest of the language was designed the same way and thus still has this vestigial layer of OOP-hubris

More ›