given it's the weekend and the NYSE isn't open, your equity perps still are.
what changes while the underlying is shut, and what doesn't ↓
Given Donald Trump’s fondness for both oil and obsequious obedience, Delcy Rodríguez’s rapport with him looks to be bad news for the prospect of elections in Venezuela
Given this week will be dominated by the Chinese President's visit to USA, the airwaves will be dominated by who said, what and how it was said.
Very few will tell you the deeper plays happening behind the scene and what it all means. With that, I have prepared the collection of my writings and analysis that I have done over the past 6 months that are absolutely critical reads or listens for you.
This will give you a deeper understanding on the current state of affairs between China and USA and why it is such a critical visit by President Xi with Trump in Washington.
I highly recommend you check this article out, listen or read top 10 of my works and analysis related to this visit.
Link:
Amplify this signal, pass it to those who may be in find value in the topic.
Signal, not noise!
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Given that Meta Muse is a thing now and is the top app all of a sudden, I had some thoughts. Feel free to shoot holes add on top, etc. But trust me clients will be asking us, so lets banter around here and help each other.
First: This would be the kind of news that I would recomend clients bookmark the day of launch and see if anything started changing in their call data, reservation data, requests for changing subscriptions and bills.
I think anyone who has bills people want to lower:
Energy, Insurance, Mobile phones, Reservations, Bookings, etc
Looks like it is good at scanning your subscriptions and cancelling too
If a client has a product that is likely to be sold aftermarket in facebook marketplace, I wonder about the usefulness.
It looks like Muse has some leanings to retail sites for shopping vs review sites in the two videos I saw, which would fit the meta playbook, give the retailers free traffic for a while then at some point...ads. Whereas publishers are a LOT less likely to buy ads.
If you look at some of its default states (again from the 2 videos I watched) to get people started, you see options like
"shop for a new credit card (banking)" and
"plan a home improvement project (manufacturers + retailers)
If I was in ecommerce I'd really want to see if there is some way for me to start tracking Muse attempts to buy products. Is there any fingerprint (Amazon already figured out how to block them, wonder if cloudflare will be next) but how might I be able to add a honeypot or something, like "If you are the muse bot" click here on a hidden field :)
What are you thinkin'?
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Given that a ton of my trading is selling options now, 3pm opex is the funniest trading hour of each month.
Especially being on airplane wifi rn.
Given that agents still need high level supervision. And given that the human review of code is a bottleneck. And given that the models have gotten good enough that strict deterministic harnesses are suboptimal.
Then how should we supervise their output.
My current solution is to use an interrogation tool coupled with an agent. The tool displays the structure of the system in a UML-like diagram, color coded with crap and mutation scores. The diagram is dynamic, allowing the user to click on element and drill down through the architecture -- all the way to code.
The user can detect structures that need improvement and tell the associated agent to make the appropriate changes. These changes can range from high level architectural changes, to the lowest level code refactorings. The associated agent will make those changes and cause them to be redisplayed.
The tool I'm using is custom made for me, but you can point an agent at it and use it as a template to build your own custom tool.
It's a work in progress, so don't be surprised if it changes a lot over the next few weeks. But then you probably won't care because by then you'll be deep in customizing it for yourself. And anyway, you can always point an agent back at mine, or someone else's, and integrate improvements into your own.
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Given a choice between keeping Donald Trump happy or soothing stock and bond investors, Kevin Warsh chose the latter.
Given how wary academia (understandably) is of the effects of AI on many disciplines, it is particularly ironic that consuming its publications is so easy for the models (the world's knowledge is neatly serried in their pretraining corpora) and so cumbersome for most humans (with trenches of CAPTCHAs, accounts, and paywalls ensuring that only the unusually dedicated reader will ever make contact).
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Given the challenges and drought impacts facing Virginia’s cattle producers, we are announcing additional efforts to support and expedite the transportation of hay.
given nukes exist what is the ideal number of countries that have them