Jakub Polec
@jakubpolec
Building Profitable Algo Strategies | Quantitative Researcher & Dev | Financial Data Scientist | ML Investing | Sharing Code for Algorithmic Systems | PhD
Most companies fail at product and distribution but it’s easier to blame distribution. If you’re failing at distribution, check the product. (love this!)
Wen large speculators/hedge funds reach extreme net short positions in COT reports for S&P 500 futures, it often signals a market bottom - and followed by short covering and a rally.
For years, crypto builders focused on speed and decentralization. But no one asked: “What happens when quantum computers arrive?”
ACP > MCP > API - I’m spending >60% time on this. Last 2 months.
Some posts age well..
I love Zoltan Pozsar for his bi-polar/commodity papers from 2022 - now he said: "Two ways to combat inflation: hike short-term rates or push up long-term rates," states Zoltan Pozsar. We're seeing this play out with U.S. 30-year mortgage rates spiking to 6.36%—the largest…
We always hope to perceive AGI as the image of gods, but how could gods be made in the image of us?
Your brain isn’t yours anymore. It belongs to an algorithm that’s feeding you thirst traps. Sad, but true.
#MP with 55% surge yest - the market has discounted 3 years of success in one session, which is rarely sustainable. Huge short before, ~26% of float shorted as of June 15 (part of yest growth 50-65% we bet was a short squeeze / short covering). Analysts' avg TP 30-35$. We've…
#Copper = Growth-sensitive (industrial metal tied to construction, infrastructure, manufacturing). #Gold = Safety asset (hedge against monetary debasement, inflation, or geopolitical instability). So, Copper/Gold ratio = a macro barometer of growth optimism vs. risk aversion.
