research
2026-03-28
Linear response analysis of 12 futures + Hyperliquid perps to Trump Iran de-escalation. Algo fingerprinting, parametric decay fits, TimesFM zero-shot, and the asymmetry between relief and fear.
marketsphysicsimpulse-responseirancrypto
benchmark
2026-03-28
Closed-loop benchmark of the TACO trading system. 71% detection accuracy, parametric model beats TimesFM (0.09% vs 0.65% MAE), 100% win rate on fade trades, $1,841 simulated P&L from one event.
marketsbenchmarktacotrading
artifact
2026-03-28
Feynman, Oppenheimer, and Shannon argue about how to split 60 amps across furnaces in a ceramics lab. Comic strip format with real physics.
report
2026-03-13
Fill-anchored ES condor retrospective with whole-tape visuals, macro context, matched structure intervals, and TimesFM replay diagnostics.
tradingescondortimesfmmacro
artifact
2026-03-09
These 13 emails lack timestamps, suggesting they were recovered from non-standard sources. They reveal deep financial entanglement.
artifact
2026-03-08
How We Used Poetry to Find AI Censorship