LLM Microcap Equity Rankings for 2026
Introduction In my previous post, I prompted 5 LLMs to act as equity analysts to select 5 long and 5 short positions for the new year. Naturally, the...
Open post →Fresh thinking
An evolving notebook on Data, Markets, and Analytics
This is the blog of Jacob Ferraiolo. I write about markets, economics, random coding projects, books, and anything else that interests me at the time. This blog is a structured attempt to continue learning, connect with like-minded people, and structure my thoughts. I don’t pretend to have much new to say. I write more to learn and express myself than I do to impart knowledge to others.
16Published posts
3Hands-on builds
10Recurring themes
Spotlight
LLM Microcap Equity Rankings for 2026
Introduction In my previous post, I prompted 5 LLMs to act as equity analysts to select 5 long and 5 short positions for the new year. Naturally, the LLMs tended to gravitate...
Continue reading →Fresh writing
View all →LLM Equity Rankings for 2026
Introduction This is a quick test to see how LLMs will rank equities for 2026. This is not statistically or scientifically rigourous – it is also not original....
Open post →Interesting Links 2025-08-30
I’ve been inspired by Marginal Revolution to copy their post format of sharing a collection of links with a brief blurb for each. This allows me to share...
Open post →How I Created a Podcast using NotebookLM
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How to stand out as a data engineer
Standing out as a data engineer
Open post →TSA Prediction Market: Part 5 - Automated bot
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Generative AI for Data Engineers
Why should you be using ChatGPT as a data engineer?
Open post →TSA Prediction Market: Part 4 - Manual Trading
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What are prediction markets?
Prediction Markets Explained
Open post →TSA Prediction Market: Part 3 - Baseline model
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How to Use Kalshi to Change Risk Profile of Bitcoin
Overview
Open post →TSA Prediction Market: Part 2 - Supplementary Data
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TSA Prediction Market: Part 1 - Web Scraping
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When is a left join not a left join?
Introduction One of the most common issues I see, even amongst experienced analysts and engineers, is the misuse of left joins. This post deals with the proper usage...
Open post →Why am I creating a blog?
I have been imagining creating a blog for probably a decade now and have looked into multiple times without ever pulling the trigger for several reasons:
Open post →Geopolitical Alpha - Marko Papic
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Topics I keep coming back to
Browse the archiveAssorted links
I’ve been inspired by Marginal Revolution to copy their post format of sharing a collection of links with a brief blurb for...
Latest in this theme →Markets
Introduction In my previous post, I prompted 5 LLMs to act as equity analysts to select 5 long and 5 short positions...
Latest in this theme →General
Introduction In my previous post, I prompted 5 LLMs to act as equity analysts to select 5 long and 5 short positions...
Latest in this theme →In-progress builds
See all projectsAI Impostor
AI Impostor turns “was this written by AI?” into a social deduction game. One player secretly routes their answers through an LLM while others respond normally;...
Creating SmartBookFinder
SmartBookFinder is a book discovery app that turns a few reader cues into tailored recommendations. It blends LLM-powered prompts with cached book metadata, SEO-friendly book pages,...
TSA Trading Bot Series
The TSA Trading Bot Series explores building an automated trading bot for the TSA Passenger Volume market on Kalshi. It covers web scraping, data analysis, predictive...