__tomcusack's profile picture. Passionate about Quantitative Finance. My views are my own.

__tomcusackhuang

@__tomcusack

Passionate about Quantitative Finance. My views are my own.

I normalised the time series of the past 2 halvings to start at 100 (excl. 2012). This is the first 200 days of the 2016, 2020 and 2024 halving cycles. (Green = 2024, Orange = 2020, Blue = 2016). I think we need to remain patient and wait another 3 months for the supply shock.

__tomcusack's tweet image. I normalised the time series of the past 2 halvings to start at 100 (excl. 2012). This is the first 200 days of the 2016, 2020 and 2024 halving cycles. (Green = 2024, Orange = 2020, Blue = 2016). I think we need to remain patient and wait another 3 months for the supply shock.

__tomcusackhuang reposted
NorthmanTrader's tweet image.

__tomcusackhuang reposted

WORLD WAKING UP to the fact that a bank deposit is an unsecured loan to a leveraged counterparty, that the FDIC insurance fund only has $128bn, that total deposits in US commercial banks=$17.6 trn, &...here's the big one: that money itself is a confidence game (always has been)🤔


__tomcusackhuang reposted

What is a Credit Default Swap? (and wtf is going on with Credit Suisse?) "Lehman-like collapse" flooded the news this week as spreads on $CS hit 2008 levels. But first, what is a CDS spread? What # is "bad"? Quick breakdown on what this all means and why it matters: 👇 🧵/

FabiusMercurius's tweet image. What is a Credit Default Swap?
(and wtf is going on with Credit Suisse?)
 
"Lehman-like collapse" flooded the news this week as spreads on $CS hit 2008 levels.
 
But first, what is a CDS spread? What # is "bad"?
 
Quick breakdown on what this all means and why it matters:
👇
🧵/

__tomcusackhuang reposted

In cryptography academia: Multi signature schemes: n-of-n participants need to cooperate to sign Threshold signature schemes: t-of-n participants need to cooperate to sign


__tomcusackhuang reposted

If you wondered why Ethereum fees are high, here is a typical NFT smart contract function invocation onchain. ~80% of the data is zeroes. Booleans and uint8s are encoded using 32 (!) bytes each.

_benma_'s tweet image. If you wondered why Ethereum fees are high, here is a typical NFT smart contract function invocation onchain.

~80% of the data is zeroes. Booleans and uint8s are encoded using 32 (!) bytes each.

I wrote a piece on Medium about signals to watch out for for a second market crash medium.com/@__tomcusack/b…


"Investors could be forgiven if they thought Tesla was in the [S&P] already. The company is bigger, ..., than every other auto component of the S&P combined. What’s more, Tesla’s market value would be just outside the top 20 companies in the entire index." barrons.com/articles/boein…


The BoJ now owns 80% of all ETFs domiciled in Japan. The US is following suit, being a top 5 holder of Corporate Bonds. Central Banks may think they're helping, but they're destroying the financial markets.

__tomcusack's tweet image. The BoJ now owns 80% of all ETFs domiciled in Japan. The US is following suit, being a top 5 holder of Corporate Bonds. Central Banks may think they're helping, but they're destroying the financial markets.

An interesting signal is when the put/call ratio drops < 0.5. It typically denotes an over-bullish market and indicates a sharp drop is coming. #MacroCharts

__tomcusack's tweet image. An interesting signal is when the put/call ratio drops &amp;lt; 0.5. It typically denotes an over-bullish market and indicates a sharp drop is coming. #MacroCharts

O(1) Implementation of a string uniqueness check. I'm looking for feedback. How can I improve the algorithm? codereview.stackexchange.com/questions/2245…


Thanks a lot!

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itertools.combinations is a super convenient O(N) way of getting permutations of an iterable. I can't believe I hadn't discovered it sooner. Thanks @raymondh!


I just published “How I approach coding interview questions” medium.com/p/how-i-approa…


Blockchain has a lot of high-level videos and articles written about the technology, but high-level explanations, I believe, can be counter-productive. I help beginners get inside the new technology through coding out your own blockchain towardsdatascience.com/blockchain-exp…


__tomcusackhuang reposted

“Calculating the Risk-Weighted Asset of a loan (using Advanced-IRB) is surprisingly challenging, considering the amount of literature there is online. ” by @__tomcusack buff.ly/2D6fcny


I've been trying to get complete mastery of the collections module recently. You guys really should check out the Counter module if you haven't already: pymotw.com/2/collections/…


New research claims Hidden Markov Models predict the stock market more accurately than using traditional models like ARMA

__tomcusack's tweet image. New research claims Hidden Markov Models predict the stock market more accurately than using traditional models like ARMA

I just published “How to Teach Coding in the Classroom” medium.com/p/how-to-teach…


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