MacroDispatch retweeted
BASTIDORES DAS PROJEÇÕES
1ª previsão no site foi aos 2% de apuração, mas o plano era divulgar antes. Segurei por medo de criar falsas esperanças.
Números de Lula que eu via no início da apuração:
0,29% - 51,84
1,74% - 51,96
1,94%% - 51,80
Tudo aqui: projecao.2026elections.worke…
MacroDispatch retweeted
It's official.
We've open source all OpenBB technology, under the Apache license. Since I've gotten many message about it this month - here's where you can find the Workspace codebase (github.com/OpenBB-finance/wo…).
A summary of what I've been doing over the last few weeks, since wind down announcement:
- We’ve created OpenBQ - a non-profit independent organization to steward OpenBB technology.
- This initiative is being led by Jose M. Plehn, Ph.D. from BrightQuery, and he’s hired folks from the OpenBB team to keep building it ( Ihsan Erman Saracgil, Darren Lee, Ogonna Nnamani )
- GitHub here: github.com/openbq-org
- The OpenBB Workspace codebase will be stewarded by FINOS (The Linux Foundation). Thank you for the help Gabriele Columbro , we finally made it happen!
- Labs proposal here: github.com/finos/community/i…
- BrightQuery is in the process of hosting a live BQ Workspace powered by BQ datasets.
- Waitlist here: workspace.brightquery.com
- The OpenBB user base will receive a notification once BrightQuery Workspace goes live. Same workspace with added datasets and functionality.
- OpenBB social media + newsletter + Discord (16k+ members) has been donated to OpenBQ.
Finally, thank you to OSS Capital and Joseph Jacks for being supportive of open sourcing the technology that we've built over the last 5 years. I couldn't have asked for a better partner in this journey.
And thank you to everyone who has allowed me to build OpenBB for so many years. And Jose for believing in the vision and taking it over! :)
For the next couple of weeks I'll be tinkering with a few side projects that I had on my pile of TODO ideas, and share some of that here (and on my newsletter) - until I start a new role in the industry.
MacroDispatch retweeted
I hadn't realized that for the first time ever, starting late last year, the Italian government pays less to borrow than France.
MacroDispatch retweeted
> pick random Fed-related chart
> misrepresent what the Fed is doing
> "you don't own enough hard assets"
> acquire elon bucks
> repeat
The Fed is printing money to buy US Treasury bills... more than during Covid.
- Covid: ~$320B
- Last 9 months: ~$355B
Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills.
At the same time, Bessent is issuing more UST bills to buy back US long-term debt.
In other words, the Treasury buyback is nothing else than QE in disguise.
We don't own enough hard assets for what's coming.
MacroDispatch retweeted
Oil = curve + EIA + OPEC beta
Nat gas = weather + storage + LNG beta
Power = spark + congestion + heat rate beta
MacroDispatch retweeted
Hard HF truth, most people are just beta. Rates RV = steepener + carry beta, credit = short vol / new issue beta, equities = QQQ>SPY+ IPO beta Commodities = F0/F3 + congestion beta. Vol = disp + SPX vol skew + term structure beta. Thank you for your attention to this matter!
MacroDispatch retweeted
on the hosted workspace
just an experiment so people can keep using it. same workspace, running fully client side, no account, no server of mine in the middle. similar to cryexc
your data stays in the browser, your api keys and connections never leave your machine. i'm hosting static files, nothing else
all of it will be open source anyway: openbb.josedonato.com
Didier's full write up on the decision and what gets open sourced: openbb.co/blog/openbb-belong…
MacroDispatch retweeted
The Earnings Are Justified
Our latest Month In Macro. We dive deep into macro data to see whether the exuberance in US tech earnings expectations is grounded in macro realities.
We find that much of the earnings are justified. And we give you a game plan for when they turn.
MacroDispatch retweeted
“good, they’re misinterpreting Leopold’s 13F, now show them banks’ combined notional derivatives exposure”
MacroDispatch retweeted
But then I look at this and it kinda looks less crazy
@JackFarley96 remember this one?
MacroDispatch retweeted
Another problem with "chat is the future for everything":
> The temporal dimension.
A chat conversation is point-in-time. It gets stored with a specific timestamp.
Apps and dashboards aren't. When you open a dashboard, you expect live data - not a snapshot from the day it was built.
So if an LLM generates an app inside your chat session, it works fine in the moment. But what happens a month later when you revisit it?
Does it know it's frozen in time? Is there a "refresh with latest data" button somewhere?
I see problems in both lol
If it knows it's frozen in time - then most of the times that app could have been a screenshot of a dashboard?
If it doesn't - then the messages before/after on that thread won't make sense and you lose the point-in-time nature of that chat conversation.
And then you argue - but we could have a button to get latest data and have a time above to make it clear when it was run; or we could have a button to recreate that app as of today; or something similar.
And to me that seems that we end up just going back to a normal app...
MacroDispatch retweeted
Repo and the Liquidity Risk Premium
By Adam Copeland and Owen Engbretson
nyfed.org/4rQA1Lp
MacroDispatch retweeted
Macro trading signals with regression-based machine learning
An introduction to basic challenges, methods, and good practices with Python code.
macrosynergy.com/research/ma…
MacroDispatch retweeted
I blame @Citrini7 - his report made companies too afraid to hire anyone... [JOKE]


































