carlossouza

7 ms·

1.
by carlossouza 3mo ago
This should be a recurrent question posted every month
2.
by carlossouza 3mo ago
I'm just stating facts: - Amazon's CEO knew what he was doing and the possible consequences - Anthropic must raise cash, and there are only 2 ways: an IPO or follow-ons - If the IPO is blocked, existing investors will be able to i
3.
by carlossouza 3mo ago
Of course, Amazon wanted this to happen. They own 20% of Anthropic. Anthropic bleeds cash. They have to raise capital. There are only 2 ways: an IPO or follow-ons from existing investors. If the IPO gets delayed because of these restriction
4.
by carlossouza 3mo ago
Good for Anthropic? Can you think of any case in history where the US government suspended product sales due to national security concerns and that was ultimately beneficial for the company being regulated?
5.
by carlossouza 5mo ago
“Show me the incentives and I will show you the outcomes.” Charlie Munger
6.
by carlossouza 7mo ago
What's easy for some might be truly hard for others.
7.
The Bitter Lesson: Applying Deep Learning to Enhance Momentum Trading Strategies(quantitativo.com)
1 points by carlossouza 1y ago|0 comments
8.
LambdaMART LTR algorithm applied to cross-sectional momentum strategies(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
9.
Coding Trend Factor: Implementing a High-Performing Factor from Research(quantitativo.com)
2 points by carlossouza 2y ago|0 comments
10.
Can a good execution algo enable a 28% annual return with a 19% max drawdown?(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
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Varadi-Oscillator-based mean-reversion strategy with 21% CAR since 2004(quantitativo.com)
2 points by carlossouza 2y ago|0 comments
12.
Implement algorithms that minimize slippage(quantitativo.com)
62 points by carlossouza 2y ago|8 comments
13.
Coding Live Forward Tests(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
14.
Long and Short Mean Reversion Machine Learning(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
15.
Machine Learning and the Probability of Bouncing Back(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
16.
Trading ETFs while fear and greed rise(quantitativo.com)
2 points by carlossouza 2y ago|0 comments
17.
A portfolio of mean-reversion strategies that delivers 26% CAR since 2010(quantitativo.com)
3 points by carlossouza 2y ago|0 comments
18.
Momentum-Based Long and Short Equities Portfolio(quantitativo.com)
1 points by carlossouza 2y ago|0 comments
19.
A mean-reversion strategy with 26% annual returns (multiple instruments)(quantitativo.com)
7 points by carlossouza 2y ago|1 comments
20.
Larry Connors' Cumulative RSI strategy backtest: 26% annual return in 24 years(quantitativo.com)
2 points by carlossouza 2y ago|0 comments
21.
by carlossouza 2y ago
The data used is Sharadar Core US Equities Bundle: https://data.nasdaq.com/databases/SFA It's a great survivorship-bias-free dataset. Regarding tools, I use Python. I wrote the backtesting software many, many, man
22.
Changing a mean reversion strategy to deliver 30% annual returns since 1999(quantitativo.com)
17 points by carlossouza 2y ago|31 comments
23.
by carlossouza 2y ago
Twitter/X and Substack are some options. Reddit doesn't work, indeed. I just read your posts... good stuff, congrats! I'll follow your journey. If you want to check some algorithms I have implemented and connect, check it out
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The Edge in Trading IPOs(quantitativo.substack.com)
3 points by carlossouza 2y ago|0 comments
25.
by carlossouza 2y ago
The world is much larger than the bubble we live in.
26.
by carlossouza 2y ago
That also sounds a lot like Blockbuster. Google continues generating profits out of inertia and a lack of a better alternative. It went for “don’t be evil” to “a necessary evil” (just until something a little better appears).
27.
by carlossouza 2y ago
Negative. The point is not that he shouldn’t be allowed to unilaterally ban social media accounts. The point is that he shouldn’t be allowed to do that in secrecy, without providing any public justification, and not respecting the right of
28.
by carlossouza 2y ago
> most UI tests are pretty easy to write today with very natural DSLs that are close to natural language Wouldn't it be a better/cheaper/faster solution to use LLMs to write UI/integration tests?
29.
by carlossouza 2y ago
Exactly what I thought. Let’s see how long it will take them to collect enough data and train a model to distinguish AI-generated from user-generated videos.
30.
by carlossouza 3y ago
What do you mean by “they don’t do B2B”? They sell ads to companies, don’t they?

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