daddypro

Hi, very interesting tool. Thanks for sharing. While playing with it, I see some weights that are confusing. In some portfolios I see weights that are > 1 as well as some that are -ve (and I have long only portfolios) - so not sure how to interpret this (does >1 mean use leverage? I haven't read the blogs in detail yet, but are these portfolio weights static (ie equivalent to buy and hold in these ratios)? Is there anything like recomputing weights periodically and rebalancing the portfolio?

Does this interest rate transfer to lower mortgage rates? Is now a good time to refinance loans?

Shouldn't Broadcom be solely responsible for this? If apple buys a product, why would apple be responsible for details that went into the hardware on BC's end? Not trying to troll - but genuinely trying to understand the logic/law here.

Could you elaborate on what MLIR has done differently wrt making it multithread safe and what complications it's causing and what the trade offs are..

I use TripIt ever since Trips was shutdown. While it doesn't do everything, it does quite a lot (have all reservations etc in one place).