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2023

2023-12

2023-12-31 — A diet shock Bill Gates does not mention, from Larry Williams
2023-12-29 — The new year market, and a book
2023-12-28 — Context
2023-12-26 — Laurel Kenner’s Musical Christmas Card 2023
2023-12-26 — Happy new year?
2023-12-25 — Holiday book rec that Aubrey-Maturin fans should enjoy
2023-12-22 — Fire, from Nils Poertner
2023-12-21 — Thought Leaders: Christopher Alexander, from Nils Poertner
2023-12-20 — Still December
2023-12-19 — Our fellow Spec LW does a new interview, from Easan Katir
2023-12-19 — Optimizing profit over time, from Zubin Al Genubi
2023-12-19 — Arithmetic vs geometric average returns, from Zubin Al Genubi
2023-12-18 — TLT follow-up, from Big Al
2023-12-18 — Sleep to solve problems, from Larry Williams
2023-12-17 — Holiday history and the nature of money
2023-12-17 — Deflation, from Nils Poertner
2023-12-17 — Advice to Aspiring NYC Cops, from Bo Keely
2023-12-15 — Why does Japan have a CA surplus? from Alex Castaldo
2023-12-13 — Trade N, dispersion, Expectation, from Zubin Al Genubi
2023-12-12 — December again, and Russian snows
2023-12-11 — Snoring as a fine art
2023-12-07 — December, from Hernan Avella
2023-12-05 — A birthday party, Monte Walsh, thinking

2023-11

2023-11-27 — DeWitt Clinton and NYC
2023-11-19 — Punishment, progress
2023-11-16 — Herd mentality, from Zubin Al Genubi
2023-11-14 — G&S, O’Brian, and the big post-CPI move
2023-11-08 — Producers and scroungers
2023-11-01 — Is buy-and-hold investing dead?

2023-10

2023-10-30 — Reading
2023-10-30 — Forbidden History, from Larry Williams
2023-10-28 — Risk, from Duncan Coker
2023-10-24 — Observations
2023-10-19 — Bonds…close, from Larry Williams
2023-10-18 — Market training, from Zubin Al Genubi
2023-10-16 — War and gold, Hooke
2023-10-12 — Wall of worry
2023-10-10 — Two new books by Bo Keely
2023-10-09 — Remote viewing? from Nils Poertner

2023-09

2023-09-28 — Great American Panics
2023-09-21 — Polls vs odds, greatness
2023-09-21 — Aubrey and Amalgam Talent
2023-09-18 — AI hype, from Nils Poertner
2023-09-16 — Accounting gimmicks, from H. Humbert
2023-09-15 — Music-related experimenting with ChatGPT, from Laurence Glazier
2023-09-14 — Prospects, expectation, and hard losses
2023-09-12 — Battle for Investment Survival
2023-09-08 — Reliability of econ figures, from H. Humbert
2023-09-07 — Support, from Nils Poertner
2023-09-06 — Markets and recessions, from Yelena Sennett
2023-09-05 — Foundational ideas
2023-09-04 — Andrew Carnegie

2023-08

2023-08-29 — TLT? from Michael Brush
2023-08-23 — Neutral position, from Nils Poertner
2023-08-20 — Serial correlation, from Duncan Coker
2023-08-19 — Markets and Yankees both not winning
2023-08-19 — Is America winning? from Bill Rafter
2023-08-15 — Connections and odds
2023-08-13 — Inflation back up because, from Larry Williams
2023-08-06 — Prices as coordinating signals
2023-08-05 — Trees, mostly
2023-08-04 — Revenge of the AI nerds

2023-07

2023-07-29 — Latam equity, from Nils Poertner
2023-07-28 — Science and Social Science, from Stefan Jovanovich
2023-07-28 — Notes, from Hernan Avella
2023-07-25 — Moves and the mare
2023-07-22 — The mare and capture
2023-07-17 — A Message From My Son
2023-07-14 — Bonds, from Nils Poertner
2023-07-12 — ATH and three zeroes
2023-07-09 — Markets and books
2023-07-06 — The Chair poses a question
2023-07-04 — Evolution of excellence

2023-06

2023-06-27 — Games old and new
2023-06-27 — Ergodicity, from Zubin Al Genubi
2023-06-24 — Capitalism in America
2023-06-19 — Apropos of the roll, from Hernan Avella
2023-06-18 — Tale of two sons
2023-06-17 — Methods, vig, heroics
2023-06-15 — Wagers and squeezes
2023-06-15 — LWV Greenwich Announces the Winners of Its Fourth Annual Student Essay Contest
2023-06-07 — Distractions
2023-06-01 — Steel Box Indicator, from Stefan Jovanovich

2023-05

2023-05-29 — Vig and the Gell-Mann amnesia effect, from Nils Poertner
2023-05-29 — Bones, books, basketball, and budget negotiations
2023-05-23 — Speedos, bonds
2023-05-22 — Excellent books read
2023-05-20 — Bullish despite
2023-05-18 — Simple modeling, from Zubin Al Genubi
2023-05-18 — Running’s supreme challenge, from Steve Ellison
2023-05-18 — RIP “macher”, from Big Al
2023-05-13 — A fundamental principle
2023-05-10 — Sell in May and go away, from Big Al
2023-05-10 — Character(s)
2023-05-07 — Shibboleth, pickleball

2023-04

2023-04-29 — A warning, psychological studies, and the S&P the rest of the year
2023-04-27 — Liquidity Builder, from Bartley Madden
2023-04-25 — Books, a birthday, and Galton
2023-04-22 — International (viz the USA) diversification, from Big Al
2023-04-20 — It little profits
2023-04-18 — The Bourgeois Virtues
2023-04-16 — Hayek, Barron Coleman
2023-04-14 — Timeliness, timelessness
2023-04-14 — A special BBQ desert, from Sushil Kedia
2023-04-12 — Cigs & vigs
2023-04-10 — Harpo, the vig, and pickleball
2023-04-06 — Whiling away the night time hours
2023-04-04 — Money and markets
2023-04-03 — Watanabe Show - live trading experiment, from Kora Reddy

2023-03

2023-03-28 — Morse, bonds, Clews
2023-03-24 — Comment letters on: S7-31-22, ‘Order Competition Rule’, S7-32-22, ‘Regulation Best Execution’, from Jared Albert
2023-03-24 — Book recommendation, from Zubin Al Genubi
2023-03-22 — FOMC day and another record
2023-03-21 — Always a record somewhere
2023-03-19 — Stigmergy, from Zubin Al Genubi
2023-03-19 — Counting the Final Four, from Big Al
2023-03-17 — Not yours to give
2023-03-12 — Nobody asked me, but…
2023-03-08 — Target pistol training article on breathing, from Kim Zussman
2023-03-07 — Limitless: The Federal Reserve Takes on a New Age of Crisis, from Zubin Al Genubi
2023-03-06 — Term structure 101, from Duncan Coker
2023-03-05 — The Fed, markets
2023-03-05 — Excellent books read this weekend
2023-03-03 — Calibration of Probabilities: The state of the art to 1980
2023-03-03 — Adrian Bejan will speak for 30 minutes at Night of Ideas on 3 March, from Nils Poertner

2023-02

2023-02-28 — Value Creation Principles, from the Mises Institute
2023-02-28 — Self organization, from Zubin Al Genubi
2023-02-27 — The altruist, Beethoven, and the Romans
2023-02-27 — Statistical hypothesis testing in trading strategy development, from Leo Jia
2023-02-27 — Adjusting continuous data, from Zubin Al Genubi
2023-02-23 — Close price and spreads, from Zubin Al Genubi
2023-02-23 — Analysis of Train Derailment in East Palestine, Ohio, from Stefan Jovanovich
2023-02-21 — Weekend reading
2023-02-19 — Snoring as a fine art
2023-02-14 — The little things matter
2023-02-11 — Market observations, and Big Bill Tilden
2023-02-07 — Hypotheticals, free associations, and big bets
2023-02-06 — All-time highs, bias, books, and Bo Keely
2023-02-04 — Query of the day, and notes on the week
2023-02-01 — S&P in January, and the tall one

2023-01

2023-01-31 — Jensen on Galton
2023-01-30 — A remarkable increase in wealth
2023-01-26 — Nice quantitative analysis for the Counting 101 class, from Big Al
2023-01-24 — Some advice on tennis and trading
2023-01-18 — The bicyclist and the markets
2023-01-14 — Things withheld, those honored, and seating arrangements
2023-01-10 — Warnings galore
2023-01-02 — Thoughts on EUR for January 2023, from Alex Castaldo