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Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
Don't Expect $60 Oil In 2026
Crude Oil Prices Continue To Increase
Crue Oil: United States Acts, Russia Benefits (Once Again)
Using DuckDB To Train A Neural Network On 500GB Of Price Data
Random Forest Cat: An ML Trading Factory
Why High Oil Prices Are Bad For USD (HINT: China & Credit)
Using Neural Networks To Find Imbalances In Limit Order Books
Out of Sample Permutation Feature Importance For Random Forest’s Feature Optimization
Vibe-Coding Vulnerabilities With Claude Code
Proxy Model From Polymarket's 15 Minute Bitcoin Price
Primary Dealers Failures To Settle Implications For Risk Assets
The random forest that guides my model factory needs refactoring
China Banned Gold & Silver As Money In 1983
Gold Outperformed Bitcoin In The Last 8 Years
How USA Profited 70% On Gold In 1 Year
Central Bank of Russia Denies Return to USD Payments
Overfitting In Machine Learning Models Visualized
Fact-Check: Russia Moving Back To USD?
My trading ML factory yielded ≈22% return on gold on a daily timeframe, which is almost a double of gold's return in the same time period (≈12%)
Scarcity Doesn't Make Bitcoin Better Than Gold
Don't Be Fooled By Backtest Performance
No AGI With LLMs In Their Current Form.
AI will follow a much more logarithmic growth than the hype may lead you to believe
Metropolitan Capital Bank & Trust is the first US bank to fail in 2026
Palladium Is A Great Investment In 2026