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Michael Jordan
ML papers with code
Great code resources – new stuff already put into code by the community
The Batch - AI Newsletter
Andrew Ng about “What Matters in AI Right Now”
Emmanuel Candès - A Taste of Conformal Prediction
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Vontobel - Good old factors
AI is poised to revolutionize factor investing, smashing through its biggest flaws to deliver groundbreaking, future-focused investment strategies.
State of Generative AI in the Enterprise
GenAI has become a core business tool, with companies investing in ROI-driven applications like code assistants and chatbots, while tackling integration challenges and talent shortages to drive AI-powered transformation.
Sundial
A Family of Highly Capable Time Series Foundation Models – a new time series LLM model from China
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ChatGPT
What Is ChatGPT Doing … and Why Does It Work?
A great glimpse at how ChatGPT works by Stephen Wolfram.
Managers’ Strategic Use of Concurrent Disclosure:
Managers, like skilled magicians, use the distraction of unrelated announcements to conceal negative news, keeping the bad news out of the splotlight.
Berkshire Hathaway
A treasure trove of intellectual wealth. Warren Buffett’s shareholder letters are a must-read.
3% write the story
According to Bessembinder, most stocks are like boats drifting aimlessly, underperforming even the safest Treasury bills. However, a select few high-flyers, below 3%, are the wind that drives the entire global stock market wealth.
DeepSeek-R1 for Analyzing SEC Filings
In 2025 DeepSeek took the tech world by storm with the release of an open-source Large Language Model (LLM); a great tool for extracting information from corporate disclosures. This blog quickly compares its usefulness for analysing SEC filings.