Thoughts on alternative data, data engineering, quantitative finance, and technology.
A product/system design view of AI trading: inputs, structuring, policy planning, guardrails, execution monitoring, and audit, plus a PM console and MVP path.
In an era of major cycle transitions, how do I find a direction that allows for long-term accumulation and creates optionality? Thoughts on cycles, competition, and building transferable capabilities.
How I designed and implemented ETL pipelines to collect DRAM/NAND contract prices, chip/wafer prices, Ga/In/Ge rare metals, and LME/SMM non-ferrous metal time series for investment analysis.
Designing controllable LLM agents to automatically process PDF reports, HTML pages, news, WeChat articles, and emails into semi-structured tables with standardized fields.