At night we walk in circles and are consumed by fire

At night we walk in circles and are consumed by fire

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2025 Buy-Side Quant Job Advice
Don't ask me for advice, just read this
Dec 29, 2025 • Gappy
On Timing Strategies
You thought it was hard. It is harder.
Dec 24, 2025 • Gappy
Information Coefficient, Transfer Coefficient And All That
[Originally Polemically Titled "The Transfer Coefficient Is Not What You Think It Is"]
Nov 28, 2025 • Gappy
Giving Thanks
Even gratitude is weird these days
Nov 27, 2025 • Gappy
Reading, Writing and Drawdown Arithmetic
We were born to suffer
Nov 20, 2025 • Gappy
A Poet On How To Talk To Investors
The most beautiful things are the ones we cannot say
Nov 11, 2025 • Gappy
Memories of an Enron Summer
It was a gas.
Nov 10, 2025 • Gappy
Book Review: "The Predictors"
When Chaos was Cool
Nov 7, 2025 • Gappy
Welcome
The world of finance needs talented people.
Oct 25, 2025 • Gappy
At night we walk in circles and are consumed by fire
At night we walk in circles and are consumed by fire
Notes on the craft of risk management and investing. If possible quantitative, if necessary qualitative.
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At night we walk in circles and are consumed by fire

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