FindingTheAlpha

10+ Years in Data and ML. | Scouring the Internet to find Alpha.
- Smarter Way to Consume Podcasts.
- TLDR any Article.

[FindingTheAlpha @praneethkay]

@omooretweets It was nice for a couple days but then it became a chore and then an echo chamber

[FindingTheAlpha @praneethkay]

@robinhanson Any parade that blocks traffic needs to be banned.

[FindingTheAlpha @praneethkay]

@nicdunz Also who hacked your account ? 😭

[FindingTheAlpha @praneethkay]

@nicdunz I just experienced this with codex and chatGPT. If was beautiful, Will post about it soon.

[FindingTheAlpha @praneethkay]

@rezoundous It's still with us in spirit 😂

[FindingTheAlpha @praneethkay]

@theroboshaman Exactly, i didn't take that into consideration, now I'm stuck with paying openAI $100 a month forever.

[FindingTheAlpha @praneethkay]

@Franklin_ETH1 @rezoundous M4 16, enough for a lot of stuff but not if you want to run local models.

[FindingTheAlpha @praneethkay]

@sahildotcom @sajithpai @GavinSBaker @ttunguz Check out https://t.co/u6Tb8dzTc2 it extracts timestamped takeaways from any YouTube video!

[FindingTheAlpha @praneethkay]

@franciskthomas @sajithpai If you like usetranscribe, Check out https://t.co/u6Tb8dzTc2 it extracts timestamped takeaways automatically!

[FindingTheAlpha @praneethkay]

@sajithpai @GavinSBaker @ttunguz This is what I'm building, check out https://t.co/Edd66MijAS

[FindingTheAlpha @praneethkay]

@anupamrjp $100 to Codex.

[FindingTheAlpha @praneethkay]

@rohanpaul_ai Release the Robots!

[FindingTheAlpha @praneethkay]

@pmddomingos Right just like how every saas is going to go bankrupt...

[FindingTheAlpha @praneethkay]

@SemiAnalysis_ Excel has been doing this since like 2005

[FindingTheAlpha @praneethkay]

@GrindeOptions I have been for the past 5 years, but the recent parabolas are giving me anxiety!

[FindingTheAlpha @praneethkay]

@jxnlco @ajambrosino @davidlinclark Can we auction them off to the highest bidder ?

[FindingTheAlpha @praneethkay]

@swyx There was a follow up article in Dec 2024. lmao.

[FindingTheAlpha @praneethkay]

⁠Chief Global Market Strategist at Invesco⁠⁠⁠⁠⁠⁠⁠ - @BrianLevitt shares his framework for analyzing market cycles.

Valuation is not a timing tool. A high P/E can tell you future 10-year returns may be lower. But it does not tell you the cycle is breaking today. Instead he focuses on:
1 - Credit spreads.
2 - Bank lending standards.
3 - Fed policy.
4 - The dollar.
5 - Inflation expectations.
6 - Leverage.

If credit isn’t cracking, the market may be expensive but the cycle isn’t necessarily over.

From @TheCompoundNews via PodReport.
https://t.co/ArQzSZeOAu

[FindingTheAlpha @praneethkay]

@petergyang Literally the only thing Codex is bad at is UI design.