deehouie

7 ms·

1.
by deehouie 4y ago
While you may know the guy better, notice this Druck comment comes at a time when the long term buy-and-hold thinking is at its weakest point. A slightly respectable guru saying this sort of things is enough to make some people sell.
2.
by deehouie 4y ago
This is the best comment in all. HN folks don't understand the purpose of this article. You think Druckenmiller is so bearish? for the next 30 yrs? Not a chance. He must have a huge short position on the S&P500, and he likes you to
3.
by deehouie 4y ago
I heard this so many times. These goddamn CEOs are so myopic; all they care is next quarter's earnings. After the fall of every megacap, tech or otherwise (recently GE), someone always blames them for short sightedness. Is that really?
4.
by deehouie 4y ago
Bravo!
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by deehouie 4y ago
To rephrase the famous quote attributed to G. Box, `All languages are wrong, some are useful.` And R is one of them.
6.
by deehouie 4y ago
Bravo! This is exactly right.
7.
by deehouie 5y ago
I went to this really nice talk by Ghahramani on Bayesian Nonparametrics at 2011 NIPS. Worth seeing polya urn model in action. http://mlg.eng.cam.ac.uk/zoubin/
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by deehouie 5y ago
I used to cringe whenever I see a prompt to upgrade driver. But it's getting better. Version 460.39 hasn't caused any pain so far.
9.
by deehouie 5y ago
When a product originates from China, it must be full of spyware. Let's don't even question whether that's true or even reasonable. Then imagine one day, China's scientists invented a new semiconductor, a new material to
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by deehouie 5y ago
Title is totally misleading. I use Rstudio, which is an IDE, and there's none of those "terrible" features in Copilet. Does it make my code terrible?
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by deehouie 5y ago
I wonder if the site is down because of the interest from folks on HN?!
12.
by deehouie 5y ago
I'm stunned why this comment is downvoted. It's exactly what's happening in US relationship with China.
13.
by deehouie 5y ago
The view expressed in this blog and many of the comments on HN is a prime example of survivorship bias[1]. In 1921, you did not know DJI would have done so well over the next 100 yrs. A very real counter example is the Japanese stock market
14.
by deehouie 5y ago
there are at least three books on this period, Lefevre, E. (2004). Reminiscences of a stock operator (Vol. 175). John Wiley & Sons. Kramer, C. (2000). " Devil Take the Hindmost: A History of Financial Speculation" by Edward Ch
15.
by deehouie 5y ago
WSJ has a link to its digital archive, which only goes back to May 1996. And unfortunately it doesn't have API so getting articles out of site for NLP is a pain. Let me know if you have code for that. I'm working on something simi
16.
by deehouie 6y ago
I just bought two yubikeys; a month later, I returned both. Here is a (major) problem. On a ubuntu box, I installed `libpam-u2f` and set it up for one user account. Turns out it breaks all other user accounts on this ubuntu box, meaning no
17.
by deehouie 6y ago
I just realized Vitalik never finished college. That's even more impressive for what he's done.
18.
by deehouie 6y ago
See my link to his ICML talk above.
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by deehouie 6y ago
See my link to his 2013 ICML talk above. There's a very nice photo of L'Avion III de Clement Ader, a plane modeled as a bird.
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by deehouie 6y ago
I found the source. He and Ranzato gave a talk at ICML 2013 https://cilvr.nyu.edu/lib/exe/fetch.php?media=deeplearning:2... Slide #9 Let's be inspired by nature, but not too much It's nice imitate Nature
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by deehouie 6y ago
The better/faster part is my embellishment :) See my link to his ICML 2013 presentation above.
22.
by deehouie 6y ago
While Hinton's view need to be noted, I heard a quote attributed to Yann LeCun, something like, "If you want to learn flying by modeling the biology of birds, you're doing it wrong. Just look at today's airplanes. They h
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by deehouie 6y ago
....and they are Chinese!
24.
by deehouie 6y ago
What you said about daily data is precisely what makes stock mkt so interesting and challenging : nonstationarity. "outliers and events outside of the data, news" : these are precisely the stuff your models need to learn, and the
25.
by deehouie 6y ago
Ther are plenty of free datasets out there. You can get upward of 10 yrs of daily OHLC stock data on yahoo finance. The amazing thing is yf has S&P 500 index since 1927. Free! Quandl has many free, or low cost stock market/commodit
26.
by deehouie 6y ago
"most ML people are not really interested in trading" You couldn't be more wrong on this. Stock market trading has the lowest barrier to entry of any endeavor. All you need is $1000 and Robinhood account, which you can open o
27.
by deehouie 6y ago
While it's so easy to dismiss someone's work as flawed (sure, backtest is illusional but do you have anything better?), which I think it may be, I always read it and try to understand what they're up to. Sure, academic folks
28.
by deehouie 7y ago
Good and convincing example. thanks for this robotic perspective.
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by deehouie 7y ago
references?
30.
by deehouie 7y ago
But then how do you simulate, or imagine all the possible ways of falling and all the possible places this could happen? You have one sample, that's all. Ultimately, you have to use domain knowledge, but domain knowledge comes from obs

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