Objectively Random

Algo Trading, Strat, Macro. Math PhD (Erdős 3). Hon Reader@UCL. Created MSc Algo Trading (‘17-now), & teaching online. Too much street-side experience to list.

[Objectively Random @ObjRandom]

[2601.22200] Adaptive Benign Overfitting (ABO): Overparameterized RLS for Online Learning in Non-stationary Time-series - Ontaneda & Firoozye https://t.co/RbXftnLg7y

[Alex JER-dun @alexjordanATL]

"Last I checked, Netanyahu doesn't have a seat on this committee" -@RepRoKhanna

[Objectively Random @ObjRandom]

@TheDoctorLogos Pedestrian analysis of incredibly shallow pseudo-historic slop.

[William Dalrymple @DalrympleWill]

"Why is Hasan Piker ‘not conducive to the public good’? Because on Gaza, we punish the witness, not the crime"
https://t.co/lxF64weMUN

[Objectively Random @ObjRandom]

@Mm78577388 @kaykhosrow5 @shahinparsa6 https://t.co/HkfJa1PR9x

Executed by the shah.

[Objectively Random @ObjRandom]

@JulsJulsblues @Shambles151 @j_sutherland2 Surely he should be disbarred

[Roger Gall @Shambles151]

On 12th June -10am–5pm.

After never having been charged with - & never having been found guilty of terrorism - Pro-Palestine activists will be sentenced for terrorism.

A first in UK history.

Please RT this until this travesty of justice is ended.
Thank you.

[Zaid Jilani @ZaidJilani]

Now The Economist is reporting about how the Israeli military grabbed Palestinians and used them as human shields

All of sudden the taboo against admitting all of the uncivilized Israeli behavior during the war has been broken

[Sawyer Merritt @SawyerMerritt]

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500.

Their reasoning:
"S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market.

No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family."

This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027.

The requirements that will now remain in place are:
• No changes to S&P 500 eligibility rules for mega-cap companies.
• Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion.
• S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters.
• S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float").

The S&P rejected proposals that would have:
• Reduced the IPO seasoning period from 12 months to 6 months
• Waived profitability requirements
• Waived minimum public float requirements

[Objectively Random @ObjRandom]

@nypost Your shitrag of a “newspaper” is too dirty for me to even wipe my ass.

Shitstain “reporters” at work.

[Dongruo Zhou @DongruoZ]

[1/7] Recent breakthroughs in LLMs’ mathematical ability are genuinely surprising.

I recently solved a problem I had been unable to solve for seven years: the optimal acceleration rate for first-order methods under high-order smoothness assumptions in nonconvex optimization.

[Vasily Ilin @IlinVasily29521]

1/n Today I am releasing Lean Pool - the result of 100+ human hours and 1000+ agent hours.

Lean Pool is a repo for preserving substantial sorry-free formalizations that are valuable but do not fit naturally into mathlib’s scope.

[R @shibadad8]

BREAKING: Randy Fine attempts to board flight to Tel Aviv

[Haaretz.com @haaretzcom]

'We were ordered to kill': The 1967 Nakba that Israelis don't know about https://t.co/Hq6AfRP5kr

[Sangita Myska @SangitaMyska]

COUP 53 is a must-watch investigative documentary. It’s made by independent British-Iranian filmmaker Taghi Amirani.

For a brief period of time Iran was moving towards democracy. It’s Prime Minister was Mohammad Mossadegh who served for a total of a little over two years, across two consecutive terms, from April 1951 until the coup of August 1953 (with a brief interruption of five days in July 1952).

That coup was orchestrated by British & American secret services. I urge you to watch this compelling and important piece of film making which is in cinemas now . @tagz23

[Luke Heeney @heeney_luke]

We've lost an absolute giant today. RIP Dimitri Bertsekas. His probability and optimization books got me through my masters. Massive loss for the MIT community and the field.

[Drop Site @DropSiteNews]

The House voted today on a new measure to fuse elements of the Israeli and US militaries, particularly on the cyberweapons front. Section 224, as its known, is included in the National Defense Authorization Act. Rep. Ro Khanna, D-Calif., introduced an amendment to strip it from the bill. Watch as a stream of Republicans and Democrats stand up in support of the enhanced cooperation. Only Rep. Sarah Jacobs (D-Calif.) joined Khanna, and the measure failed in a voice vote. Watch:

[Hunter Biden @HunterBiden]

@SoundDobad I know this may sound petty, but I can’t stand it when people put photoshop a meth pipe in my mouth. A crack pipe doesn’t have that little bowl at the end. This is why we can’t trust AI. Please make the appropriate edit. Thank you for your attention to this matter.

[Hedgie @HedgieMarkets]

🦔UC Berkeley's computer science department just posted its worst failure rates in years. 35.3% of CS 10 students got F's in spring 2026, up from under 10% in prior semesters. Professor Dan Garcia says the primary driver is a "vast increase in academic dishonesty" through LLMs. Students use AI to complete assignments, never learn the material, then fail exams. His office hours, once full, are now empty.

My Take
Companies are firing experienced engineers while the pipeline that produces new ones is being gutted by the same technology. Students use AI to bypass the hard part of learning, show up to exams without the understanding, and fail. One professor discovered a student's linear algebra class had an "open AI" policy for homework and exams. That student then couldn't do basic linear algebra in the next course.

Both ends of the workforce are eroding at the same time. Senior engineers are getting cut to fund AI spending. Junior engineers are graduating without the skills because AI did their coursework. And the companies spending trillions on these tools haven't connected those two facts yet.

Hedgie🤗

[Dave Collum @DavidBCollum]

This is the most sober and sobering analysis of AI investing that I have seen. The cannibalizing the passive flows in idices has been buzzing in my head for weeks now...

https://t.co/DNHnWSUUsr

[Objectively Random @ObjRandom]

@Lim38878197 @karaokecomputer Iran is full of art and artists. Film makers whose films are banned. They criticise all the time. It has nuance.