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The Securitization of Compute

When capital expenditure outruns cash flow, financial engineering arrives to bridge the spread. Over the past week, two conversations on artificial…

Profit & Loss (P&L) for Engineering Leaders

Most engineering leaders can tell you their sprint velocity, their deployment frequency, and their open incident count. Far fewer can tell you what…

Solving Adverse Selection in Automated Market Making via Deterministic MCP Tools

In high-frequency liquidity provision, specifically within decentralized prediction markets like Polymarket, the difference between a profitable str…

Diff two 13F filings by CUSIP (and check an AI's "what did Berkshire buy?" answer)

A common question to put to an AI assistant is "what did this fund buy last quarter?", and the answer comes from Form 13F-HR. I build Equibles , whi…

The Fifty-Five Percent Cloud Hurdle

Goldman Sachs published an equity strategy note this week laying out the exact performance target required to keep the artificial intelligence trade…

How to build a Financial Research Agent with SEC Filings and Market Data

Day 5 of 30 Days of Search. Quick Summary: You read the company’s filings, check the share price, and work through the numbers in a spreadsheet. The…

Every Split Leaves a Fingerprint: Checking Corporate Actions Against Raw Prices

Python for programmers, prompts for data analysts. Part 33 found a crash that never happened: Amazon's raw price fell 95% overnight because of a 20-…

This Week: AI's Safety Brake, Nifty's Historic Slide, and a Regulatory Gut-Punch in Fintech

Three things happened this week that don't look connected on the surface — a model launch, a market milestone, and a stock crash — but each one is a…

The Sovereign Option on Frontier Weights

The standard venture narrative around foundation models assumes that technical leadership translates directly into pricing power. If you train the m…

When AI Debt Hits the Yield Curve

When central bankers start tracking your corporate debt issuance alongside energy shocks and sovereign bond volatility, tech capex has officially en…

The $518 Billion Compute Swap: Inside Anthropic's IPO Prospectus

Originally published on deanlee.info . The financial disclosures inside Anthropic's initial public offering prospectus, reported by Reuters this wee…

The split that ran backwards

From an August repair until 2026-09-14, my engine adjusted almost every stock split in the wrong direction, and every test passed. The data was righ…

Debugging a Compound Interest Calculation: A Coder's Field Guide to Finding the Off-by-One-Period Bug

Every team I have worked on has eventually shipped a finance feature that involved projecting a balance forward in time. Every single one of those f…

The AI Diversification Illusion

Monte Tarbox, chief investment officer of the $327 billion New York City Retirement Systems, recently walked away from a promising private equity fu…

Build an insider-buying screener with Python and SEC Form 4 data

A director bought $101,760 of Tenax Therapeutics. Another bought $500,000 of Inhibrx Biosciences. Sorted by dollars, the second purchase comes first…

Build a Polymarket research brief with Python and AlphAI

A Polymarket Fed market gives you a question and a price. Researching it means opening other tabs: the exact settlement rules, the next inflation re…

14.6 million official exchange rates from 107 central banks and tax authorities, now on Hugging Face

If you have ever needed "the ECB rate on the invoice date" for a tax return, a customs form, a transfer-pricing file or an audit, you know the probl…

LaunchTower Factor Model Report — 2026-09-14 (81 US large-caps)

LaunchTower — Factor Model Research Report Report date: 2026-09-14 · Data as of: 2026-09-11 (last close) · Universe: 81 US large/mid-cap equities Di…

The Matrix of HFT: Unpacking the Hype

The Quest Begins (The "Why") Here's the thing: I used to think high‑frequency trading (HFT) was some sort of wizardry—people in dark rooms flashing…

The CFO's AI Playbook: 5 Finance Automations Every Indian Business Should Run in 2026

Over 60% of APAC finance leaders say AI-led automation is their top priority for 2026. For Indian businesses, that stat hides a quieter truth: most…

Solving Proportional Financial Logic with Deterministic MCP Tools

Most LLM-driven automation fails at arithmetic because language models are probabilistic engines being asked to perform deterministic tasks. If you…

What makes $BigTechCompany's products bad, anyway?

The Invoice Math Most Freelance Developers Learn Too Late

My first invoice had no payment terms at all. It said the amount, my bank details, and nothing about when payment was due. The client paid after 47…

Fundamental analysis in Ruby, straight from SEC EDGAR

fundamentalista is a Ruby gem for fundamental analysis of listed companies. Version 0.6.0 is on RubyGems. Fundamentalista . configure { | c | c . ed…

Finding charts that look like this one

Every charting tool eventually gets the same feature request: "show me other times this stock looked like this." It sounds like a lookup. It is not.…

How I Built My First Crypto Trading Bot — A Neo's Journey into the Matrix

The Quest Begins (The "Why") Honestly, I was tired of staring at candlestick charts at 2 a.m., coffee gone cold, wishing I had a tiny robot that cou…

Decoding an Amortization Schedule: How to Audit a Mortgage Calculator's Output Row by Row

Most engineers and analysts treat a mortgage calculator as a black box: enter three numbers, get a monthly payment back, walk away. When something l…

How accurately can complex option trades be signed? First grading against exchange truth

To build a dealer book from the options tape you must decide, print by print, who bought. For simple orders the quote rule does that. But on the day…

A Million Kakapos

Designing a Discount-Validation API: Catching Stacked-Coupon Math Errors Before They Hit Production

If you've ever wired up a promo engine, you know the cheap-looking line items are where the bugs hide. A single product with three sequential percen…