phyalow

Joined 15 years ago

Karma
1,183
Submissions
585
Member since
Sep 4
pjs202 {a.t.} alumni.cam.ac.uk
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Recent submissions

Comment · 4 days ago
Correct.
Comment · 4 days ago
This is ridiculous. Every investment bank have been issuing wrapper instruments like 144a/regS notes/0 strike calls & warrants/swaps/fully collateralised performance notes etc etc against public equity since forever. This is not new and displays a large degree of illiteracy by large corporates and the public in general.
Comment · 11 days ago
This is pretty much a myth and deserves to be treated as such. It stems from adjcanet political ideas that support the recent fad of https://en.wikipedia.org/wiki/M%C4%81tauranga_M%C4%81ori

I find it hard to believe that this could have occured a full ~700 years before New Zealand had its first polynesian arrivals (~1200-1300 AD).

Comment · 20 days ago
Idk yes its meant to depreciate and perhaps is from an accounting perspective but all my computer hardware has been rapidly appreciating… My 8x RTX Pro 6000 cluster has easily doubled in value in the last 12 months.
Comment · 20 days ago
Their acrobat equivalent is looking pretty good. Thats going to save me hundreds every year.
Comment · 1 month ago
Aidr
Comment · 1 month ago
I have a server living in my home office, always on. I have a tmux session on it with vanilla Codex and Claude Code CLI, I can via my Ubiquiti network stack wiregaurd in to this box anywhere on the globe with just my laptop. Works super well for me. I also have some cheap shelley power plugs that I can use to cycle my PC’s power state if needed.
Comment · 1 month ago
Time is money. Parallelism is very helpful optimising one to get the other.
Comment · 1 month ago
I prefer the simpler “aidr”
Comment · 1 month ago
Anyone have any steps on how I can enable this in the UK? I guess I need to update my billing details to a non UK address and hop on a VPN or something?
Comment · 1 month ago
This is literally just open source “Alpha Capture”, Marshall Wace run their TOPs strategy in a similar but much more sophisticated manner (private data), this would just be a very low dimensional data source against many. Do some googling as do many other hedge funds for their relative interest in the space. I doubt if there is much edge to be had here now based on just price targets. Also OP most Sell-side equity research is garbarge and merely serves as marketing for the analysts institution.

Have fun and all but I doubt this is going to give you a durable strategy or market edge.

Comment · 1 month ago
Comment · 1 month ago
They did, but they also were a large existing manufacturer.
Comment · 2 months ago
The caveats to your comment are in my opinion as follows: Bundibugyo the current strain has not previously been responsible for material outbreaks, as such it has therefore received significantly less scientific attention.

Additionally Ebola (Zaire) has previously been shown to be potentially spread via aerosols. https://www.nature.com/articles/srep00811, the CDC and associated institutions resolutely claim this is not possible, yet also insist on full respirator PPE. For any institution to claim we know much about this strain isnt true. An alarming fact to update ones prior is the current size of the outbreak and its rapid development compared to ALL previous outbreaks (yes conditions on the ground maybe confounding this), but the scientific approach would be to say, we simply do not have enough evidence to make any claims of significance.

I am quite worried about the potential for this situation in the DRC (a country of ~116m people, ~55% rural) to 1) not burn itself out, 2) act as a smouldering viral reservoir where occasional spillovers occur to the western hemisphere.

2) Is interesting politically for Western countries, because even if a mass pandemic DOES NOT occur (this is my base case), the pressure of containing a handful of regularly appearing and likely high profile Ebola cases by public health authorities will be acutely felt politically and socially. It is very possible some sorts of lockdowns are implemented. Yes vaccines are in development, yes rapid antigen testing is possible. But this is no Covid, 50%+ CFR is a totally different beast! I think this is potentially close to some sort of worst case scenario from a social and political perspective even if the public health impact IS limited.

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