photon137

5 ms·

1.
by photon137 6y ago
In my view, as an investor in Japan, these firms are the best entry points to getting access to business relationships (and key projects) across Asia. One can imagine these to be huge aggregators of business relationships and as central poi
2.
by photon137 12y ago
Even if you're looking for causation, detrending is usually necessary to obtain consistent estimators (in statistical terms). For example, Granger causality works with two stationary timeseries: https://en.wikipedia.org&#x2F
3.
by photon137 12y ago
Adding a common deterministic trend to two random time series does not make them correlated. Intuitively, you still cannot predict the deviation from the trend of one timeseries using the deviation from the trend of the other timeseries.
4.
by photon137 12y ago
What the author is trying to explain are the concepts of cointegration and stationarity. A useful introduction here: http://www.uta.edu/faculty/crowder/papers/drunk%20and%20dog....
5.
by photon137 12y ago
Peak-power output would be less for an inclined rail (vs the vertical shaft solution).
6.
Twitter Is Junk. Why Are You Surprised?(bloombergview.com)
6 points by photon137 12y ago|0 comments
7.
by photon137 12y ago
Using a cluster of Owin (self-hosted) servers with NancyFx on Mono to host REST APIs behind nginx for a distributed-computing solution on AWS. Also use EntityFramework on Npgsql+postgres - experience has been positive. Only downside is tha
8.
by photon137 12y ago
Great universities. English as the primary language (great learning resources available for it all across the globe). Real economic mobility - you can really make it big if you're smart, persevering and slightly lucky. Who you know mat
9.
by photon137 13y ago
Tom Sargent, the econ Nobel Laureate, has a great website with examples in numpy/scipy solving some well-known micro/macro problems. http://quant-econ.net/
10.
by photon137 13y ago
With Chrome rolling out AES GCM (and other browsers likely to follow suit) - this seems to be a really plausible future state of the world.
11.
by photon137 13y ago
No you can just download the free isolated/integrated Visual Studio shells - PTVS works just fine. And, imho, it's the best Python IDE I've worked with (I mostly use pandas/numpy/scipy)
12.
by photon137 13y ago
Yes, but what is a non-differentiable curve if you and I don't even have the same definition of a curve? What about a curve which is differentiable in one coordinate system but not so in another? EDIT: My point is - mathematics is axiomatic
13.
by photon137 13y ago
Education here is not an overriding factor. The way a congenitally blind person "imagines" abstract representations of shapes is substantially different, primarily because the physical wiring of the visual cortex and indeed a lot of the bra
14.
by photon137 13y ago
But the principal eigenvectors can change if scales are changed - and the directions in which they may then point can be completely different.
15.
by photon137 14y ago
That's also true. But having the ability to hire people who can hit the ground running with production code is an advantage.
16.
by photon137 14y ago
I've often wondered about using Go as an architectural choice - it's near-native fast, the syntax and semantics are good, it's GC'ed and runs on Linux (edit: my language of choice is C# - and Go is the only one that comes close to it _and_
17.
by photon137 14y ago
And he worked on Tintin (which they label as Tin Tin - which makes me cringe like anything!)
18.
by photon137 14y ago
If anything needs to grab my attention, 6 seconds is probably overkill. Twitter did it with 140 chars - they're doing it with 3/6 secs whatever. Hell, C pointers have been doing it with 4 and 8 bytes for ages! :)
19.
by photon137 14y ago
It's not an issue of installer checkboxes - it's an issue of abuse of trust. Would you feel the same way about the no-doc home-loans that were handed out just so that some brokers could make some money? They were simply some checkboxes too
20.
by photon137 14y ago
Extremely disappointed. If integrity in all aspects of a business is a lower priority than growth, then I don't suppose there is any difference between Wall Street and Silicon Valley investors anymore. Questionable practices should be just
21.
by photon137 14y ago
Natural convection in a system heated from below - try and detect when the heat transfer switches from conduction to convection - maybe compare Nusselt numbers computed versus what's predicted by Navier-Stokes (no inter molecular interactio
22.
by photon137 14y ago
This is just plain rhetoric and has nothing to do with real world trading. Anybody trading options who takes an outright view is doing it wrong (unless they have extremely good reason to do so). The market is not dumb and prices volatility
23.
by photon137 14y ago
Suggestion: In practice, for stock-options, volatility is strike-dependent ie implied volatility has a skew (lower strikes have higher implied volatility - the leverage effect). Also, the volatility is dependent on time to expiry of the opt
24.
by photon137 14y ago
Whenever you're talking about vanilla options, _always_ mention the exercise type - European or American (or Bermudan/whatever). Single-name stocks like Facebook, Google have exchange-traded options which are American. Index-options such as
25.
by photon137 14y ago
They are not Gaussian random vars - a very dominant growth factor ("mu" as you would call it in a stochastic process) applies to both - which is higher in Google's case - without a doubt.
26.
by photon137 14y ago
A domain in which GAs are slowly finding resurgence is algorithmic portfolio management - I work in this area a bit (ie portfolio management - but not directly involved with the GA guys - plus their research is proprietary) - but their prem
27.
by photon137 14y ago
There is growth indeed via Apple, Samsung and other licensees. But that's mostly within the purview of Apple, Samsung, Qualcomm etc. ARM doesn't have to scale for that growth - Apple and Samsung do - yet ARM's designs reach millions of us.
28.
by photon137 14y ago
> "Businesses that are good for society need to grow quickly to actually reach a large fraction of society" That is not true (and is more relevant to manufacturing than to tech companies). Look at ARM, for example, it never needed to gr
29.
by photon137 14y ago
I am not terming that as BS because it's impossible - it's not. I'm saying it's not suitable for all businesses (it might be downright hara-kiri for some of them) - that alone should not disqualify them from being known or viewed as startup
30.
by photon137 14y ago
Couldn't agree more - let the entrepreneurs define and live the term "startup" - not the VCs. (PS: After sleeping over pg's essay, I found it much less convincing the next day - implicitly, he's mixing up price with value, ignoring the te

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