weekend reading for investors underwriting the AI power trade: who controls the scarce megawatts, what are they worth, and where is the market mispricing them? @matthew_sigel @Patrick_Bush_VE

if you're looking for some weekend reading to get into algorithmic trading, start with these three. Systematic Trading, Robert Carver ex-AHL, ex-Barclays. the best starting point of the three. Building Winning Algorithmic Trading Systems, Kevin Davey the practitioner's book. monte carlo, walk-forward, etc Testing and Tuning Market Trading Systems, Timothy Masters the hardest of the three and the most useful once you're past the basics.

I took a little break from writing, but here’s a new edition of Weekend reading and Three Things: 1) Do Advisors Have a Cash Problem? 2) The Gambling Epidemic. 3) The AI Blow Up. I hope you’re having a great weekend.

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