I’m building kissbt, a lightweight Python backtesting engine for systematic trading.
✅ Simple & transparent
✅ Built for trend-following, mean reversion & swing strategies
✅ Actively developed
Feedback & contributions always welcome.
https://t.co/LjnOsO0td6
When I sat down recently with @AlvarezQuant of Alvarez Quant Trading, I knew I'd be tapping into a deep reservoir of quantitative trading wisdom. Cesar’s journey into systematic trading began similarly to many of us—starting with discretionary trades, dabbling in mutual funds, and eventually stumbling into the quant world. From his early days at Connors Research to managing sophisticated portfolios today, as well as building strategies for probably thousands of private clients over the years, Cesar has seen it all. Still, he remains a humble and down-to-earth guy. Here’s what he shared about strategy creation, testing, and portfolio management in ETF and equities markets:
https://t.co/T6n2OKLTf4
My latest quarterly take on where we are in the big picture in stocks, currencies, and commodities, and where we might be headed from here. https://t.co/9DgxxODeb2
New 3h31m video on YouTube:
"Deep Dive into LLMs like ChatGPT"
This is a general audience deep dive into the Large Language Model (LLM) AI technology that powers ChatGPT and related products. It is covers the full training stack of how the models are developed, along with mental models of how to think about their "psychology", and how to get the best use them in practical applications.
We cover all the major stages:
1. pretraining: data, tokenization, Transformer neural network I/O and internals, inference, GPT-2 training example, Llama 3.1 base inference examples
2. supervised finetuning: conversations data, "LLM Psychology": hallucinations, tool use, knowledge/working memory, knowledge of self, models need tokens to think, spelling, jagged intelligence
3. reinforcement learning: practice makes perfect, DeepSeek-R1, AlphaGo, RLHF.
I designed this video for the "general audience" track of my videos, which I believe are accessible to most people, even without technical background. It should give you an intuitive understanding of the full training pipeline of LLMs like ChatGPT, with many examples along the way, and maybe some ways of thinking around current capabilities, where we are, and what's coming.
(Also, I have one "Intro to LLMs" video already from ~year ago, but that is just a re-recording of a random talk, so I wanted to loop around and do a lot more comprehensive version of this topic. They can still be combined, as the talk goes a lot deeper into other topics, e.g. LLM OS and LLM Security)
Hope it's fun & useful!
https://t.co/75mXcUBI8L
My latest quarterly take on where we are in the big picture in stocks, currencies, and commodities, and where we might be headed from here. https://t.co/ceBmOCJ2ws View trading strategies mentioned at https://t.co/t4NIEkSx2U
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$KGC, $PAAS, $THC, $LNTH, $FSLR, $CRUS, $SFM, $UI, $ALNY, $NVDA
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$KGC, $PAAS, $VST, $LNTH, $FSLR, $THC, $BILI, $NVDA, $SFM, $CRUS
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $PAAS, $KGC, $NVDA, $FSLR, $LNTH, $BILI, $HOOD, $THC, $SFM
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $NVDA, $HOOD, $PAAS, $FSLR, $KGC, $BILI, $SE, $LNTH, $APP
Just had a great chat with Kevin Davey @kjtrading about trading strategies & market behavior! 🚀📈
One key takeaway: Few trades can lead to better long-term performance!
Watch part 1 for more! https://t.co/Rh4pr76NYa🎥✨
#Trading#Finance#MarketInsights#KevinDavey#TomStarke
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $HOOD, $NVDA, $SE, $PAAS, $FSLR, $APP, $BILI, $CEG, $KGC
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $NVDA, $HOOD, $SE, $APP, $CEG, $FSLR, $VRT, $PAAS, $BILI
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $NVDA, $SE, $HOOD, $APP, $CEG, $VRT, $EME, $NTRA, $FSLR
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $NVDA, $APP, $SE, $VRT, $CEG, $HOOD, $EME, $NTRA, $THC
14% gained the S&P500 in the first half of 2024 - 60% of that gain was driven by 5 stocks: $NVDA, $MSFT, $AMZN, $META and $AAPL. Let's see if generative artificial intelligence can deliver 😅.
https://t.co/FPDW4RPlhl
Top 10 #MomentumStocks for the upcoming trading week from the 25% largest & most liquid US listed stocks!
$VST, $NVDA, $VRT, $APP, $SE, $CEG, $SMCI, $HOOD, $EME, $NTRA