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...

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. However, I think it...

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 what I’ve been reading...

How I Created a Podcast using NotebookLM

How to stand out as a data engineer

Standing out as a data engineer

TSA Prediction Market: Part 5 - Automated bot

Generative AI for Data Engineers

Why should you be using ChatGPT as a data engineer?

TSA Prediction Market: Part 4 - Manual Trading

What are prediction markets?

Prediction Markets Explained

TSA Prediction Market: Part 3 - Baseline model

How to Use Kalshi to Change Risk Profile of Bitcoin

Overview

TSA Prediction Market: Part 2 - Supplementary Data

TSA Prediction Market: Part 1 - Web Scraping

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 of join conditions vs....

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:

Geopolitical Alpha - Marko Papic