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Claude Code Has Taken Over….also, 9000 backtests!?
This is wild….The testing covered 30 different liquid assets (including ETFs like the S&P 500 and NASDAQ, sector ETFs, commodities like gold and oil, cryptocurrencies such as Bitcoin and Ethereum, and large-cap stocks like Apple and Nvidia) over a 15-year historical period. The focus was exclusively on daily bars, excluding intraday, futures, or options data. While the strategies and…
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Yann LeCun hates LLMs
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The OG Vibe Coder
Key Takeaways
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30B in gains…and counting
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“This isn’t the real Caesar’s Palace, is it?”
Billionaire Tilman Fertitta is set to acquire Caesars Entertainment for $31.5 billion, a move that despite the company’s struggling performance, leverages Fertitta’s successful playbook of buying and revamping distressed properties.
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“They’ve got us surrounded again, the poor bastards.”
Modern Battlefield Adaptation The M1E3 Abrams, unveiled January 2026 at Detroit’s Auto Show, represents a fundamental shift from relying solely on tough armor to integrating open-source digital architecture for an AI and drone-dominated battlefield where traditional armored warfare principles no longer suffice. The hybrid diesel-electric engine delivers 15% better fuel efficiency while enabling silent operation and reduced thermal signature, making the tank significantly harder for drones to detect compared to the original Honeywell AGT1500…
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IRAN
Military Strategy and Economic Risks 🎯Q: Should the US prolong the Iran war beyond March 2026 to further weaken the regime? A: Ferguson warns that extending the war past March 2026 creates major economic shock risks that outweigh regime change benefits, while both experts agree prolonging the conflict produces diminishing military returns (Iran’s ballistic missile capabilities already severely depleted) and primarily benefits Russia and China while risking…
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The Best Oil Trader Says…
China’s Manufacturing Revolution 🏭China transformed in 30 years from copying the West to leapfrogging it through highly educated population, entrepreneurial culture, capital access, and deep domestic market enabling supply chain agglomeration effects that create unprecedented competitive advantages. 🚗China’s EV market with 100+ manufacturers demonstrates unprecedented factory speed (NIO built factory from groundbreaking to first car in 17 months) combined with robotics automation to produce quality products at unmatched prices. 🤖China operates 100+…
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Druck: Hard Lessons
Stan Druckenmiller joins Hard Lessons for a conversation with Iliana Bouzali. Druckenmiller reflects on his early career and how he learned to act decisively and change course quickly when the facts on the ground shift. Core Concept: Successful investing isnt just about being contrarian; its about having extreme conviction in an idea despite what others believe, backed by thorough analysis. How It…
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T. Rowe Buyer
Insights and Implications
Got any book recommendations?