Systematic Long Short

What The New 100x Agentic Engineer Looks Like In The Era Of Fable & GPT 5.6

This article is an exploration of the shift in the bottleneck in agentic engineering processes, as well as some lessons in how to be an outlier 100x…

Jul 6 • Systematic Long Short

7

How To Use Loops In Agentic Engineering To Build The Hardest Products

It is now old news in some circles that loops are pretty much the heart of meaningful agentic engineering. After a trillion tokens spent on building a…

Jul 3 • Systematic Long Short

13

1

June 2026

The Bitter Lesson Is The Final Competitive Moat

Up until not too long ago, the modal way of preserving a moat in quantitative finance was to operate in absolute secrecy. This was in part because the…

Jun 15 • Systematic Long Short

23

1

May 2026

My Obsession With Predicting The World

Introduction

May 13 • Systematic Long Short

29

April 2026

How To Stop Losing Money To DeFi Hacks

Building @openforage and reading the myriad hacks of DeFi protocols have put the fear of "state actors" in me. They are sophisticated, well-resourced…

Apr 27 • Systematic Long Short

7

1

Quantitative Trading Is Going To Eat All Markets

Quantitative trading has always had two hard limits: events that are too fuzzy to quantify, and events too rare to backtest. LLMs collapse both…

Apr 20 • Systematic Long Short

103

11

Being Front-Run On DEXes

I've been thinking about executing large portfolios on decentralized exchanges like Hyperliquid.

Apr 13 • Systematic Long Short

7

How To Build A Quantitative Model For Selecting Start-Ups

A field of study that has always been really interesting to me is being able to predict which start-ups are going to succeed — because it feels like…

Apr 3 • Systematic Long Short

17

1

March 2026

Crypto Is A Bet On Humanity's Ceaseless Desire For Progress

Betting on crypto has essentially become representative of a bet that humanity will continue to seek acceleration in our processes. That seems like an…

Mar 31 • Systematic Long Short

6

How To Solve Problems Of Long Running Autonomous Agentic Engineering

If you want to design a harness for really long-running autonomous systems, you should understand the following deeply.

Mar 29 • Systematic Long Short

15

How To Build Autonomous Agents That Can Survive And Thrive

The TLDR here is that if you want agents that can survive autonomously (as in - without help from a human) - your best bet is to rewire their brain via…

Mar 29 • Systematic Long Short

15

2

Some Common Mistakes Beginner Quants Make

This has been a surprisingly popular request - an article on all the common mistakes beginner quants make. In my experience managing starry-eyed…

Mar 24 • Systematic Long Short

15

1