Reading Markowitz 1952 Through Geometry
A worked reading note on Markowitz's three-security geometry, with the notation spelled out and an interactive widget for changing returns and covariances.
Short notes on research ideas, implementation details, papers, and lessons from building scientific-discovery systems.
A worked reading note on Markowitz's three-security geometry, with the notation spelled out and an interactive widget for changing returns and covariances.
A short explanation of why a PDE-discovery agent should propose equations while the evaluator owns targets, features, and residual scoring.
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