projects, papers, etc in reverse chronological order.
Argentina reports headline surplus as a cash-basis number. The quasi-fiscal deficit inherited from the central bank was transferred to the Treasury but hidden behind capitalised bonds. Reconstructed an accrual based deficit off of monthly debt-operations reports.
Why the transformer context window, not raw model intelligence, is the binding constraint on AI's commercial usefulness — and what that implies for the semiconductor memory trade.
Measuring the emotional delivery of FOMC press conferences with a multimodal model, and testing it against high-frequency futures reactions.