Posts
2022
Didact AI: The anatomy of an ML-powered stock picking engine
·6825 words·33 mins
2021
Calm after the storm: How our basic market regime model held up
·322 words·2 mins
2020
On discretion in quant models
·791 words·4 mins
Urns and colored balls: How to think about financial speculation
·339 words·2 mins
Timing re-entry into equities with a market regime model
·1658 words·8 mins
Smashing the Russell 1000 for fun and profit*
·2118 words·10 mins