The Axis Shift in Quant Trading
From predicting the market to designing it.
InvestingEconomy
I Only Buy Common Stock
Before any derivative, ask: is my expected return positive?
InvestingEconomy
Is Duan Yongping's Pop Mart Buy a Mistake?
A hole in the structure can be patched by discipline. A hole in discipline can't be patched at all.
InvestingBusinessEconomy
Make the Easy Money, Not the Hard Money
Hard money pits capital against generations; easy money pits insight against patience. An individual can't afford to lose time.
InvestingBusinessEconomy
Payback Math: I Watch the Dividend
Price is someone else's quote; the dividend is the company's report.
InvestingEconomy
Don't Trust the Data, Trust the Business
Data is someone else's answer sheet; the business is the exam.
InvestingBusinessEconomy
Impotent After One Hour of Gaming. Eighteen Hours of Code, No Problem.
Flow isn't mysticism. It's a byproduct of ownership.
EconomySociety
Feeding a Million Characters at Once Is Expensive and Bad
However large the context window, chunking still wins — and the reason is arithmetic, not feeling.
TechEconomy
An Annual Subscription Is a Lock-In
Monthly billing buys you an exit. Annual billing buys the vendor your cash flow.
TechEconomy
AI Has No Bubble. AI Stocks Do.
What can be falsified is profit, not productivity.
InvestingTechEconomy
Businesses with Long-Term High Margins
Long-term margins come from which line of human nature the bill sits on — but everyone can read human nature. The profit belongs to whoever converts a stable need into a licence and a position.
BusinessEconomySociety
The Rapid Development of Artificial Intelligence
The rapid advancement of AI has a highly differentiated impact on different economies. For economies that rely on large-scale labour, this impact first manifests as economic urgency.
TechEconomySociety