Pedma

that 2-second heart tug you feel when api's are glitching and your wallet balances show $0.22

can't really say enough about the drastic positive effect of each day, even if just for an hour, leaving the house, lifting heavy stuff and getting some sun exposure.
been stuck too much at home lately coding. this summer I want to say I'll probably just chill more but tbh probably have to much on my hands to do that.
can't really pass the opportunity that is presented right now. there will be time to chill. some years you just gotta push.
but at least that short period of time, every day, doing exercise and getting some sun is super important to help with mood.
the positive side of being in P

you can just generate very detailed logs for anything without wasting time. I think this is a tool that will serve a lot in the future. I am basically logging every detail of code changes, strategy development, research findings, all dumped into a vault separated by context.

whenever I'm watching a podcast/video about trading and the person seems overly excited and happy in their tone I immediately assume it's a grift and tune off.
best traders I've met are all jaded, talk really negatively about their profession and just want you to stay away.

assume people's advice here is just meant for you to be their exit liquidity. doubt and question everything, disregard it all. work your way up from that assumption.

pushed a lot of changes on my code today.
but now of 1000's of trades in an historical test, there's 2 trades not matching yesterday's.
meaning, something changed, but so small I am almost ignoring it. but I just can't. I won't leave desk until I know what that is.

old code refactoring is a nice thing opus 4.6 is helping me a lot with.
I had a behemoth of a code I built 1.5 years ago to manage my positions and it just one-shotted the whole thing in like 15 minutes.
still in beta test but all tests mirror exactly what my prior code did.

I am now more times facing the decision of shipping a new model, that I might not fully understand, but that seems reasonably good on an historical test, or to go back, spend 1-3 days going through the math and intuition to understand it.
I am the bottleneck, but I want it to be so. I think that's the feature of what we do and not the bug. I can't push something that will handle my own capital into prod, that I don't fully understand.
I am not talking here of a BS signal that people test and then call it a system... I am talking about full-fledged models, that seem to capture some behavioral

passed my new portolio's order execution history, cumulative P&L, benchmarks, etc, to claude and came up with this detailed 13 page report on what to do to improve it.
a lot of it I already was aware of, but idk man, pretty detailed report if you read the entire thing.
there's a few things I don't agree with, like his obsession with hedging out the beta, which is something I don't care that much for right now, as I am fully aware I am just a beta farmer in higher risk markets.
overall pretty neat and added a few reasonable solutions.

people that are worried about AI replacing their job because now 1 person can do the job of many (not all cases ofc).
but how many more jobs will spun up because of exactly that? the cost of bootstrapping a new business is rapidly going down and there's so many issues in different fields to tackle, and new ones will also arise.
question is what's delta of job loss vs new jobs generated by what AI is offering the market place in terms of efficiency. I think people are not pricing in how much you can ideate now that would take a ton of time and investment in the past.

no matter how good AI gets, you still have to put in the work and consistent effort. there's no way around it, that's the default basis to get anything done and most people still can't do that consistently.
it's just an amplifier of work ethic, not a substitute.

I think a lot of the AI hype requires a lot of creativity that only a human can provide. if speed and iteration is becoming less and less expensive to achieve, if you have domain expertise, high agency and creativity, I think you'll do really well in the years to come.

I literally just saved myself dozens if not hundreds of hours of research a month by coming up with a simple app that took me 2 hours to build. really impressive stuff.

sonnet was definitely nerfed