"Takeaways from FILS 2023 in Barcelona" I wrote about my takeaways from the big fixed income event in Europe for traders and investors
cuemacro.com/2023/10/14/take…
"How to judge a forecast" looking at the various metrics you can use to understand whether a forecast is useful for your trading
cuemacro.com/2023/08/19/how-…
"A decade of working independently" what I've learnt over the past decade of being away from a big bank and working in startups
cuemacro.com/2023/08/06/a-de…
"Thoughts from Lisbon LxMLS on ML, LLMs/ChatGPT and more" a few takeaways from the recent #LxMLS Lisbon machine learning summer school
cuemacro.com/2023/07/23/thou…
"Trend following and VCs" a few thoughts on the similarities between trend following and VC investing (yes, there are a few, albeit among many differences!) cuemacro.com/2023/07/09/tren…
"Inflation forecasting for VCs & corporates" I wrote about the benefits of forecasts in the context of the recent SVB news cuemacro.com/2023/03/26/infl…
"Dealing with rare events in financial models" rare events vs repeated events and why you should be transparent when using expert adjustment
cuemacro.com/2023/02/26/deal…
"When should you release a model into production?" a checklist of ideas to judge when a model is ready for production.. a tough question!
cuemacro.com/2023/02/19/when…