@jmgmoron El problema es que lo mejor sería saltarse Madrid y Barcelona, pero es español y no lo hará...
Podría descansar durante, o perder en:
1) Indian Wells y Miami, y saltarse uno de Montecarlo, Roma o Barcelona.
2) El mes después de Wimbledon.
3) Shanghái.
@robert7056@lilastories@alz_zyd_ have your strong intellectual habits led you to contribute more to human knowledge than this lazy professor at UChicago?
@stevehou Is there any work that disentangles what portion of the rising US treasury yields is due to a rate rise generated by AI and higher MPK vs. rising treasury specific risk premia vs. rising inflation expectations?
@captgouda24 no worries! If you haven't done china shock yet my favourite trade paper of all time is https://t.co/5WCvc3c1S8
but admittedly it has a spatial methodological innovation, so may not pass your test (quantitatively the spatial component is small)
@mean_field_zane This is an incomplete markets model like you suggested but adds OLG on top. OLG amplifies the risk premium, not mutes. So your idea applies even less without the OLG.
@STC1583140@mazeincoding Thanks. I was curious because I need peak iq not tokens so much. I tried codex but you don't get gpt pro 5.5 on codex only in browser. For complicated numerical computing I have found opus 4.7 on max much better than gpt 5.5 xhigh.
I def dont use as many tokens as you though