KokoMacro

learning how to become a macro and quantitative trader

[Brandon Beylo @marketplunger1]

Druckenmiller dropping truth bombs in his WSJ op-ed.

My favorite part:

[KokoMacro @Kokomacro]

Markets are machines that generate data. Statistics describe the data. Mechanisms produce the data. Narratives explain the data after the fact.

[KokoMacro @Kokomacro]

What a run

[Quant Beckman @quantbeckman]

Hey guys! I’ve just released a refined, compact edition of one of my newsletter series on the foundations of quantitative trading. It is a theoretical introduction designed for aspiring quants who are beginning to explore the field. The focus is on first principles, method, and the conceptual framework behind quantitative trading.

Link in the comments. I hope you enjoy it.

[KokoMacro @Kokomacro]

@quantbeckman I appreciate your work man
What is the name of this book?

[Quant Beckman @quantbeckman]

Selecting a feature == Selecting a market hypothesis

[KokoMacro @Kokomacro]

Tee mit milch, bitte

[KokoMacro @Kokomacro]

For many of us there are new discoveries to be made along the way we are not our mind we can find our way out of psychological pain authentic human power is found by surrendering to the Now

[KokoMacro @Kokomacro]

https://t.co/i4L4YPA6aO

[KokoMacro @Kokomacro]

https://t.co/qOVcMVm7D1

[KokoMacro @Kokomacro]

It's been a while here

[KokoMacro @Kokomacro]

This year is going to be great

[BeatzXBT @BeatzXBT]

so, been a while...

back to making bad markets slightly less bad, and man i've missed it. this time its less stinky on the coins, more stinky on the exchange choice.

the system is new, been working on it since ~mid feb and got it stable right before the start of this month.

[Kris @KrisAbdelmessih]

https://t.co/9uWPyVbQEd

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU

[KokoMacro @Kokomacro]

sometimes i try to understand what Harper stern is doing in industry with the help of deepseek

[KokoMacro @Kokomacro]

@mean_field_zane citrini, the guy who owns a substack ?

[KokoMacro @Kokomacro]

@mean_field_zane what do you recommend for macro and micro for understanding and also from a traders pov.

[KokoMacro @Kokomacro]

@__paleologo what sort of data Analysis is this?

[KokoMacro @Kokomacro]

@GtcTraders what about the mathematics part? you should atleast be able to do linear algebra

[KokoMacro @Kokomacro]

Honestly, I’m overwhelmed. My math foundation needs fixing, I need to properly learn macro,micro analysis,stats/probability, game theory, coding and I’m drawn to every asset class. I still want to become a quant it fascinates me, and I want to succeed financially too.God help me