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mhh__

14,325 karma · joined March 13, 2017

We are all mhh__ on this blessed day
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mhh__··on My Rules for Using Spreadsheets
There still isn't really any equivalent of Excel for the things serious excel users use it for. In large part because Excel is a build system
mhh__··on England set to be one of the first countries to eliminate hepatitis C
the data is quite slow to be released so i haven't updated my charts for a bit but britain saw a decent spike in HIV / AIDS because of the migratory flows under boris johnson. In large part because we don't test on the basis that it's considered racist (I went looking for discourse on testing on entry or not - first article that came up was from the graun, first words "Nigel Farage").
mhh__··on Windows 11's built-in Weather app wastes more than 1 GB of RAM
It's often basically true though - the guarantees that rust can make wrt to lifetimes and memory allocation clearly enable programs to allocate less and be more aggressive with what they do allocate (all while being a fairly high-level language - I don't know if most rust programmers actually know what memory safety is at this point)

I'm really not a huge fan of rust as a language but it is clearly delivering results in that e.g. I find myself actively hoping that people rewrite web tooling in rust and so on. C++ is a mess that should be allowed to die.

mhh__··on How I use LLMs to learn complex topics
yes i've found that there are a few topics that i've really been able probably 10x my understanding of using LLMs, in particular in getting me over hoops that are hard to navigate when solo, BUT I have to be really careful for it to not just show me the answer all the time.
mhh__··on The Alpha 21264 CPU: NT's Greatest RISC (1998)
what did they not implement from 754? Given the design of the processor i can imagine them being very aggressive with assumptions around exception handling / traps - iirc this is actually the original reason why Tomasulo algorithm exists because the first out-of-order processors didn't actually make any guarantees about the order that you would observe these side effects.
mhh__··on The phone book that led us to Assad's spy chief in hiding
I assume it's often parallel construction
mhh__··on Maryland Closes More of Cunningham Falls State Park After Second Beaver Attack
https://english.stackexchange.com/questions/18810/how-did-th... (was curious)
mhh__··on Maryland Closes More of Cunningham Falls State Park After Second Beaver Attack
surely there is a roland emmerich movie in there somewhere
mhh__··on Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
if it's really easy for a model to read the source code / docs of a tool i've found that they fill in the gaps really easily and have no trouble using it.
mhh__··on Making Postgres 300x faster for analytics: batching, operator fusion, and SIMD
There should be a halfway point between kdb and postgres...

So more seriously my thinking is that we should, on purely moral grounds strive to have things be fast and lean. How many years of human misery have been lost to waiting around for python programs for example because the team for years wanted to the interpreter to be simple

mhh__··on Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
If the tools are all in the same monorepo idk if that's actually true
mhh__··on Carolina Cloud pays SOFR on unused prepaid credits
When LIBOR was killed, financial derivatives were forced to reference (compounded) SOFR, it's a trimmed average of all the overnight lending agreements.
mhh__··on Show HN: I simulated closing the Strait of Hormuz on real oil trade data
How much of the paper was written with AI?
mhh__··on AI Companies Are Trying to Hide a Staggering Amount of Debt
A risk in this situation is that in names that are dominated by passive flows there is a pro-cyclical effect where because the name is valued in terms of the overall index but is also part of said index that you end up with a positive feedback loop - which will eventually be arrested by speculators.
mhh__··on AI Companies Are Trying to Hide a Staggering Amount of Debt
Indeed, we have just been through arguably the largest (nominal) drawdown in the history of fixed income.
mhh__··on AI Companies Are Trying to Hide a Staggering Amount of Debt
The cost of insurance is carry e.g. when you buy an option you are paying for the convexity with time decay. It is quite expensive.

It is worth saying however that part of tail hedging is that the payoff is worth a lot more when everything else has tanked, so e.g. even if you (say) get 10% on your puts when the wider portfolio is still down 40% (made up numbers), you can deploy that capital at probably quite a high expected return.

mhh__··on git's –end-of-options Flag
This is actually kind of happening! (In a way)

There are, at this point, quite a few git-successors that either basically or literally use gits object model - git-butler, jujutsu, sapling (iirc). It's at worst good-enough.

mhh__··on We're Building Postgres in Rust. Using the LLVM of Databases
Yes I assumed datafusion when I heard that phrase.
mhh__··on We're Building Postgres in Rust. Using the LLVM of Databases
Would be interested in strategic value add versus cedardb (although cedar is closed source in a way that at the moment I think may kill it)
mhh__··on G# – A modern .NET language with Go, Kotlin, and Swift ergonomics
The noun to verb ratio is too high. This is a normative statement but it's one I'm willing to make that you apparently can't detect.
mhh__··on G# – A modern .NET language with Go, Kotlin, and Swift ergonomics
It's a product of an era of OOP when the idea of a program fitting in a developers head was a dangerous reactionary idea.

They have in fairness fixed a lot of the worst aspects of this by adding basically a second language to it but e.g. I massively prefer writing F# if purely because if I want to do something I can just to it rather than first implementing public static DoThing : IDoThing

mhh__··on G# – A modern .NET language with Go, Kotlin, and Swift ergonomics
C# is a pretty bad language when you take away the stack it sits atop of. I do mostly like the async but developers put up with a lot of shit to e.g. use the msft networking stack and containers
mhh__··on Germany set to restrict its Freedom of Information Act
It doesn't feel nice to say but hearing from people I know who work in politics just how much the prospect of having to disclose something changes behaviour (in what people say but also where they say it) I'd be in favour of some moves like this in Britain.

There is obviously a very good reason for transparency but I think the full extent of FOI is basically like asking if someone is wearing trousers on a call

mhh__··on Are we offloading too much of our thinking to AI?
Almost definitely Id think - I think we have to treat it something like power tools / chairs and a gym.

AI makes me massively more productive as a quant, and more creative in the sense that it can often find calculations I don't know how to start, BUT the flip side of that is that I can also feel my skills atrophy and as such am trying to make sure I do maths exercises and so on. I don't worry about programming skills because programming isn't about code.

mhh__··on StreetComplete: Fixing OpenStreetMap, one tiny quest at a time
Yes but there is Hans, 25, of Wiesbaden who is the telephone-pole-material guy who catalogues these things.
mhh__··on Fintech Engineering Handbook
Honestly I don't find most adjustments that complicated as long as you think about it economically rather than pulling a formula out thin air e.g. think about how you arbitrage it if it wasn't adjusted.
mhh__··on Asahi Linux 7.1 Progress Report
I read somewhere that Apple even uses Linux kernels to bring up new hardware but I don't know if it's actually/still true.
mhh__··on Long Wave radio era set to end with switch-off
No worry because the missiles don't work
mhh__··on Fintech Engineering Handbook
"Trading and exchanges" is the classic one everyone reads for listed markets, I should add.
mhh__··on Fintech Engineering Handbook
Equities and (listed) commodities are relatively easy to get a handle on but it genuinely takes months / years even at the frontline to understand how fixed income and FX works because its still almost entirely an OTC market. There is more central clearing than ever before but e.g. if I (say) buy a bond, fund it using a repo, swap my loot back some other currency, quite a lot of this could easily still be relying on humans pressing buttons and wiring money around.

To learn how and why these things are traded, however, read this book, the only (good) truly beginners guide to fixed income:

https://www.jdawiseman.com/books/pricing-money/Pricing_Money...

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