Research notes
Shorter essays on the methods, evidence, and research infrastructure around Pricing Perspective.
Research notes
Statistical learning, economic mechanisms and the limits of predictive modelling - why explainability in finance is part of scientific inference rather than an audit applied after estimation.
Research notes
Mega-IPOs, the convergence of public and private markets, and the case for a new approach to financial measurement.
Research notes
AI in finance plays three distinct roles — a tool for financial practice, a source of economic change, and a means of measurement — and each demands different evidence.
Research notes
Language models read individual companies remarkably well; the harder question, as Markowitz taught finance, is what that information means together inside a portfolio.
Methods and infrastructure
The design of the EttaX models and why a dated encoder should be treated as part of the information set in financial econometrics.
Research notes
Why representation choice, model age, and the economics of retrieval are becoming central questions for financial research.
Methods and infrastructure
How Nix, DVC, Semflow, typed interfaces, and formal verification make the path from data to publication inspectable.
