We all want to do the cool stuff. We want to go on holiday, but maybe we’d like forget about the time it takes to get there. We want to go a nice popular restaurant, but maybe we’d like to forget about how the time it takes to queue we need to queue. We want…
Category: General
Data, General
It’s all about the data
by Saeed Amen •
I used to be an avid Formula 1 fan. I do still watch occasionally, but admittedly not as much as usual. Ok, there’s only one driver in the car, so on a superficial level, it doesn’t appear to be a team sport. Each team has two drivers, and in many instances they will race each…
General, Python
Cutting compute costs and increasing speed
by Saeed Amen •
There’s a cost to everything. There’s no such thing as a free lunch (whether or not a burger is involved)! If you do want to get something for “free” (or cheaper), there might be costs involved in any case, like queuing, having to travel further etc. Sometimes, it’s just better to pay more to get…
Events, General, Macro
The 2022 Berkshire Hathaway Meeting
by Saeed Amen •
Walking around Omaha, there are reminders of the old West. In the Old Market district, the cobble stones remain, but the old style saloon bars are gone. In their place there are fancy restaurants and bars. There are sculptures of old Omaha, stagecoaches cast from bronze. The railroad is still there, but the original station…
Data, General, Python
Tips and tricks to make Python quicker
by Saeed Amen •
Patience is a virtue. We’re all used to waiting in line, being patient for our turn to come. The alternative is a lot of squabbling about queue jumpers etc. and would likely result in everyone waiting even longer, whether it’s queuing for check in, waiting to be served in a restaurant or so on. Is…
Data, General
Alpha vs beta datasets
by Saeed Amen •
There are some ingredients that are pretty common. Just because they’re commonly used, does not make them unimportant. If anything, they are the most important when it comes to food. Without common ingredients like flour or oil, it’s going to be quite limiting. By the same token, very rare ingredients are not necessarily the most…
Data, Events, Foreign Exchange, General, Macro, Python
Extracting expectations for French election
by Saeed Amen •
We can’t know everything, even a fraction of everything. If we want to find something out, we need to do research. Typically, we’ll try to look at what else has been researched about a topic. If it’s a very niche topic, then it’s less likely we’ll find something relevant. However, if the topic is popular,…
Data, General, Macro
Breaking down quant questions
by Saeed Amen •
During the pandemic, a question of where to travel to, hasn’t been uppermost in most of our minds. After all, there’s little point in thinking of travelling when it’s been so difficult, and when our minds have been occupied elsewhere, particularly if you’ve been impacted most by the coronavirus, through illness or through work, such…
Data, General, Macro
How to buy data, the price to pay
by Saeed Amen •
Sometimes, it’s obvious what you want to buy. If you go to a burger joint, you probably want to buy a burger, right? No one goes to a burger joint for a salad (or at least I don’t). However, if we take a step back, what type of burger you’ll order, depends on the place.…
Data, General
Predicting the past
by Saeed Amen •
Remembering the past isn’t always easy. I can remember the very worst P&L days of models when I was in a bank (and precisely what triggered the event). Can I remember the best P&L days..? Not a chance. Does that mean there were no good P&L days? Thankfully there were! With burgers, by contrast, I…