Gerald Morrison

Engineer | Data Science | Quantitative Finance |

[Gerald Morrison @GeraldMorrison]

@radigancarter Thank you sir! And that’s a good point about the 30 year. So much “lived experience” has happened is the last 30 years that I wont fix a bet on the next 30.

[Gerald Morrison @GeraldMorrison]

I created a tongue-in-cheek “hot dog index” for an article I wrote a few months ago about a real inflation phenomenon. At that time, my gas station hot dog was $2.50. To my horror, a recent visit to a Maverick gas station had them at $3.79. That’s higher than average but those high prints become normalized. 🤷‍♂️

https://t.co/D1jXYje4cZ

[Gerald Morrison @GeraldMorrison]

@radigancarter “we didn't even need our rifles for this war”

That statement is carrying a lot of weight here. This war is not like the other wars. And the future of war has changed.

But apparently D.C. didn’t get the memo?

[Gerald Morrison @GeraldMorrison]

Everybody knows that everybody knows that maritime dominance has degraded. Radigan points out that this is a fundamental change from the last 500 years. There are consequences…

[Radigan Carter @radigancarter]

Got my beard lined up by an Iranian in exile this month. He asked me why the U.S. would leave it worse than it started. Same question I've heard in Afghanistan, Africa, now Arabia. Wrote about the consequences in this month's letter.

https://t.co/Y0mxDHoWn9

[Gerald Morrison @GeraldMorrison]

You cover some of this in your book. Thank you for publishing the book - it is informative and presents novel and useful ideas. I will finish the read today (literally a handful of pages to go). I read the first 50% in a single sitting. That’s rare for me - but it was that interesting.
When will the journal article need published and how can I get a copy? I back test portfolios and have studied the Permanent Portfolio. Your take on it modernizes it in a way Harry Browne could have never imagined. I look forward to digging in deeper on your Honeycomb portfolio. You present quality ideas with high SNR. 👍

[Gerald Morrison @GeraldMorrison]

The chart is fiction. You can make any story you want just by rescaling the axis. Look at 1999, the market and consumer sentiment were at all time highs, but on the chart, the gap between them is even wider than it is now. It all depends on relative scale. Look at the beginning of the chart. On the plotted scale, sentiment is swinging around wildly while the market isn’t moving at all. It’s an optical illusion. And what justification is there to plot a sentiment series against a price series?

[Gerald Morrison @GeraldMorrison]

I think a humanizer could be helpful. I expect that if you don’t so it, someone else will take your work and do it anyway. And then charge for it. It ends up being someone else’s product based on your intellectual property. I would rather see you open source something then have someone else financially benefit from your work.

[Gerald Morrison @GeraldMorrison]

@rosmine This is a cool idea. I’m going to keep an eye on it and try it when you release your open weight model. It would be useful to train it for both creative and technical writing.

[Gerald Morrison @GeraldMorrison]

@rosmine Thank you for working on this!

[Gerald Morrison @GeraldMorrison]

@The_Only_Signal Hadn’t hear of you until today. You do local AI. I care. 👍

[Gerald Morrison @GeraldMorrison]

I’ll let you know how it works for me. I scanned through the chapter outline, jumped around a bit, then started at the beginning. The book is off to a strong start and looks well organized. Even though I am already using local models, I am learning some things right away. My sense is that the book would appeal to anyone wanting to get started with local models or, if they are already working with them, to learn a few more tricks about using them more effectively. I think your audience is more broad than your description posted on Amazon. 👍

[Gerald Morrison @GeraldMorrison]

@ZayvenKnox Claude

[Gerald Morrison @GeraldMorrison]

@Michaelzsguo Thanks for posting this. Very helpful!

[Gerald Morrison @GeraldMorrison]

This is a very useful post. I wish I had something like this explanation in one place 6 months ago!

[Michael Guo @Michaelzsguo]

https://t.co/rlHwvna8d5

[Gerald Morrison @GeraldMorrison]

@radigancarter 💯

[Gerald Morrison @GeraldMorrison]

Careful, thorough, and informative. Well worth the read if you are building agentic systems on a Mac.

[Robert H Eubanks @RobertHEubanks]

Build a Working AI Agent on Your Mac (No Cloud, No API Keys) 🧵

I ran 42 tests comparing RAG and agentic search on local hardware. This guide shows you how to build the whole thing yourself, from a clean Mac to a working agent.

[Gerald Morrison @GeraldMorrison]

I've been thinking a lot about an important observation from Radigan's recent letter. In an era dominated by naval power and global supply chains, his analysis identifies a historic shift that most people won't understand the significance of, or are likely to miss the point entirely:

"In reality this was the first time in five hundred years that a land-based power defeated a maritime power for control of a global trade route. The last time land powers controlled global trade routes the Ottoman Empire ruled from Istanbul and global trade moved overland along the Silk Roads. The Houthis broke that streak. With how Iran closed the strait of Hormuz, it is increasingly clear Iran used the Bab al-Mandeb as a dress rehearsal for the war the U.S. currently finds itself in."

[Radigan Carter @radigancarter]

https://t.co/iKeREhtMSC

[Gerald Morrison @GeraldMorrison]

@lucaronin @fortelabs That’s an interesting way to do that. Had OpenClaw in my machine early when it was still Clawdbot. There were too many security issues at the time so I took it off. I may revisit it again.