Josh Vera

@paradiselostnyc. Ex-GitHub. Intros nightingale 🔥

[Josh Vera @joshvera]

Time Machine was not cutting it, and I didn't like the Kopia UI so I made a COPYA (macOS menu bar app) to back up to Backblaze.

Pull requests welcome.

https://t.co/Q9WjOl8aNI

[Josh Vera @joshvera]

@TheStalwart re: today's newsletter. 4.87% 30Y, high of 4.96% overnight. CL 111.71. BZ 108.74. 159.6 JPY. 100 DXY. JGB 30Y touched 3.81%, 3.67% rn. 28% SPX breadth. From 30+ VIX to 23.87.

Impressive isn't the word I'd use for SPX. Resilient maybe. But we already knew that.

This humble market participant would posit, what if the sophisticated investors aren't actually that sophisticated?

One day we'll walk you off the EMH ledge Joe. 😉

[Josh Vera @joshvera]

@neil_jhaveri @mimestream Found you on ChatGPT. lmk if you have any of those sweet TestFlight iOS beta invites 🙇🏽‍♂️

[Josh Vera @joshvera]

git clone https://t.co/9bV9tHIBSX
cd files-to-prompt
pip install -e .
pip install llm llm-claude-3
llm keys set claude
files-to-prompt repo/ --xml | llm --system 'print OK'
llm chat --continue

https://t.co/jtC66ECvN8
https://t.co/oNLzXnJRg3

Shout out to @simonw

[Josh Vera @joshvera]

Great finds ya’ll let’s do it again tomorrow https://t.co/nufCZ1eWyr

[Josh Vera @joshvera]

Trying to figure out how to do some damage with SHAP https://t.co/SME9hVS4IU

[Josh Vera @joshvera]

Brought to you by this lovely paper https://t.co/2Nhx6UVLeh

[Josh Vera @joshvera]

really in a

*pulls up a chair*

Remember when we used to construct efficient portfolios without Shapley values and Kelly betting?

kind of mood

[Josh Vera @joshvera]

@sixwing 👋🏼

[Josh Vera @joshvera]

the computers are humming

[Josh Vera @joshvera]

menudo con tiki

[Josh Vera @joshvera]

@jesseherlitz Let me get through what the Romantic Satanist poets had to say about the Enlightenment and I’ll get back to you

[Josh Vera @joshvera]

@jesseherlitz I am currently reading Children of Lucifer, a book in the Oxford Studies in Western Esotericism series on modern religious Satanism, and this line of thinking is v relevant to my interests.

[Josh Vera @joshvera]

@paulnakata Caseta + wemos for random lights

[Josh Vera @joshvera]

@vmg @github

[Josh Vera @joshvera]

@jesseherlitz sorry buddy ftfy

[Josh Vera @joshvera]

@bashrw Best take from last night

[Josh Vera @joshvera]

@prathyvsh Thanks! I’m glad someone else could parse my chicken scratch. Let me know if you find any other interesting expositions.

[Josh Vera @joshvera]

@joshm Happy Birthday Josh!

[Josh Vera @joshvera]

@jesseherlitz @bryanjclark @weatherlineapp @rjonesy Love it