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- The Last Dance was excellent. I forgot Jordan’s father was murdered, and I forgot MJ switched to the MLB for a year (played minors).
- Poetry is a superset of pipenv (which is npm for python – don’t need to manage venvs separately, it does it for you). Poetry provides package, publishing, stuff like that (rather than just installs, compiles, locks, etc). pip-tools does the compile stuff but still requires you to manage your own envs.
- Lots of private work.
- Getting on ton of maturity on the modeling side.
- Derived a few formulas and proved a few others. Geometric series for equity sales to cover tax, etc.
- Created an account with Dave’s hot chicken. (!!)
- Thought through different methods of dimensionality reduction and optimization. How to determine the best inputs across different variables which produce the best outputs. Can combine.
- Classical convex optimization.
- Monto carlo simulations, compound probabilities.
- Fix all input variables except one. Optimize that variable, based on the output. Repeat for all input variables. Use those as baselines.
- Determine correlations between all inputs and the output. Rank. Then focus on the highest impact. Can do with PCA or other methods.
- Mathematically. Propagate all steps into a single e2e equation and differentiate to solve for the optimum set (if possible).