Blog
- August 16, 2026
Cross-Sectional Stock Selection: Where Returns Come From and Why Models Fail
Cross-sectional models rank stocks against one another rather than forecast the market outright. This article explains where their edge can come from, how to evaluate it with rank IC, portfolio sorts, signal decay, and trading costs, and how regime shifts, research bias, portfolio constraints, and target drift can make that edge disappear.
Read - May 18, 2026
Why AI Agents Need Agent-Level Isolation
An agent profile can change how an agent talks, but it cannot change what the agent can actually reach: environment, tools, secrets, memory. What really needs isolating is the trust domain and the runtime domain, not the persona. This post is about why a single profile is not enough, why stuffing every skill into one general agent gets out of hand, when a separate Soul and memory are actually unnecessary, and how the isolation design in Hermes agent could become lighter.
Read
- August 25, 2018
Lazy Lists with Generators and Iterators
Once you go deep enough into programming, lazy evaluation becomes hard to avoid. We constantly run into situations where, to guard against potential overflows, we have to pick an upper or lower bound up front based on experience — usually by allocating a chunk of memory just in case, which is essentially deliberate waste. A lazy list, or a lazy evaluation strategy more broadly, can save us that overhead in the right situations and dramatically simplify our code. This post walks through how to build lazy lists in JavaScript using two ES6 features: generators and iterators.
Read - August 2, 2018
Raspberry Pi Notes - Setting Up a Raspberry Pi Without a Monitor
While digging through some old gear, I unearthed a Raspberry Pi 2 Model B+ I'd picked up a few years back. It was covered in dust, but it still booted up just fine. In the spirit of not letting good hardware go to waste, I decided to put it back to work. This post walks through how I got the Pi up and running without a monitor and without an Ethernet cable — connecting over Wi-Fi via SSH, and over a USB-to-TTL serial cable. I'm writing it down both as a note to my future self and in case it helps anyone else hitting the same setup.
Read