November 2025, Week 1

Partial-Information Markets & Divergent Beliefs

Shows how a mathematical model explains why prices and trader biases converge as traders get more information, and gives the best way to combine expert opinions to hunt for arbitrage.

3 Nov 20255 sharesSource ↗

Probabilistic Rule Layers for Financial Drift

Presents a simple, interpretable rule-based correction layer that detects and explains shifts in credit-risk scores, validated on 2008 mortgage data.

30 Oct 20254 sharesSource ↗

Here are some shorter title options (no numbering): - Excess Growth - Excess Rate - Growth Excess - Surplus Growth - Overgrowth - Growth Surplus Recommended: Excess Growth (keeps meaning but is more concise).

- Excess Growth - Excess Rate - Growth Excess - Surplus Growth - Overgrowth - Growth Surplus Recommended: Excess Growth (keeps meaning but is more concise).: The paper proves that a central portfolio metric—the excess growth rate—can be exactly described using basic information‑theory ideas and a few natural axioms. In short, it shows that the extra growth a portfolio achieves is essentially an information quantity, so portfolio performance can be understood like information gain.

29 Oct 20254 shares1 citation todaySource ↗

AI Data Economics

Lays out data economics: why data is special, documents AI training-data deals, proposes a hierarchy of data units, and lists key research questions.

28 Oct 202522 shares3 citations todaySource ↗

Fed Quantiles

Models a central bank that maximizes a quantile (not expected) utility, linking hawkish/dovish leanings to that quantile and finding the Fed is mostly dovish.

28 Oct 202514 sharesSource ↗

Omniscient Lazy Investor

Shows a perfectly informed but slow trader has a single optimal waiting time between trades set by execution costs and the price path's roughness (Hurst/fractal), supported by theory and data.

28 Oct 20259 sharesSource ↗

National High‑Dosage Tutoring Spending

Machine learning on incomplete ESSER plans estimates U.S. school districts spent about $2.2 billion on high‑dosage tutoring during COVID.

28 Oct 20258 sharesSource ↗

Automation, Skills, and Inequality

Whether automation raises or lowers inequality depends on how workers’ skills relate to each other and to the technology, and the effect can reverse as the technology improves.

28 Oct 20256 shares2 citations todaySource ↗

PEARL: Liquid Private‑Equity Replication

Liquid Private‑Equity Replication: Introduces PEARL, an AI method that reconstructs private‑equity returns from liquid assets using timing and leverage adjustments to better match quarterly PE benchmarks.

27 Oct 20254 sharesSource ↗

Regional and Worker Effects of Immigration

Following the same workers over time reveals separate effects of immigration on wages, employment, and occupational upgrading that repeated cross‑section studies miss.

28 Oct 20253 shares2 citations todaySource ↗

Volatile KSE-30 Stocks

Used ML and copula models to see how KSE‑30 stocks move with the market, forecast volatility, and build a lower‑volatility portfolio.

4 Nov 202510 sharesSource ↗

Adaptive Trading for Emerging Markets

Built and back‑tested an ARMA‑GARCH automated trading system to protect emerging‑market portfolios during crises and reduce capital flight.

4 Nov 20259 sharesSource ↗

RiskParity with Fat Tails & Dynamic Correlations

Proposed a risk‑parity method using expected shortfall with regime‑switching, fat‑tailed returns to lower turnover and improve crisis performance.

4 Nov 20259 sharesSource ↗

Sharpe Strategies & the Adaptive Market Hypothesis

Found Sharpe‑ratio minima/maxima trading strategies beat buy‑and‑hold across global indices (1998–2023), supporting adaptive investing.

4 Nov 20258 sharesSource ↗

Expectations Disagreement & Factor Premia

Disagreement about future consumption explains market-wide returns, while disagreement about productivity mainly raises risk premia for small, low-profit firms.

4 Nov 20255 sharesSource ↗

Pension Optimization under Jump-Diffusion

Derives closed-form rules for how a target‑benefit pension should invest and set benefits when returns have continuous and sudden (jump) risks.

4 Nov 20255 sharesSource ↗

Linked-Window DEA for Strategy Evaluation

Introduces a rolling DEA with linked decision units and Whale Optimization to find firms and trading strategies that stay efficient over time.

4 Nov 20255 sharesSource ↗

Early-Exercise Premium in American Puts

Allowing optimal early exercise changes the expected raw and delta‑hedged returns of American puts, altering some option‑anomaly results versus European puts.

4 Nov 20254 sharesSource ↗

Sustainable-Return Measure for Long-Term Returns

Defines a “sustainable return” (a withdrawal rate that preserves real capital) and shows that return order and reinvestment matter more than average returns for long-term outcomes.

4 Nov 20254 sharesSource ↗

LLM News Sentiment & Stock Volatility

For Dow firms (2019–2023), news sentiment—especially when labeled by GPT‑4—strongly predicts intraday stock volatility.

4 Nov 20256 sharesSource ↗

Gamified Speech-Emotion Crowdsourcing

JPlus is a gamified app that helps journalists collect emotionally labeled speech, boosting emotion-recognition models and user motivation.

4 Nov 20254 sharesSource ↗

Competition & Earnings Volatility Driving Zero Leverage

Companies facing tougher product-market competition, especially with high earnings volatility, are more likely to adopt zero‑leverage (no-debt) policies.

4 Nov 20254 sharesSource ↗

Mixture AR models for multiscale Chinese finance

Proposes a new mixture-based autoregressive model that better captures complex financial time series and performs well during COVID-19.

4 Nov 20256 sharesSource ↗

Deep learning for VaR and ES estimation

Develops two deep-learning frameworks (expectile and spline-quantile) plus a model-combination method to more accurately estimate Value-at-Risk and Expected Shortfall.

4 Nov 20256 sharesSource ↗

Quantile spillovers in international housing markets

Shows housing-price shocks transmit more strongly in the tails; the US is the main transmitter, and US interest rates strongly predict spillovers.

4 Nov 20255 sharesSource ↗

Bond volatility as predictor of Chinese stock volatility

Finds long-maturity Treasury futures volatility—especially the 10‑year—improves forecasts of Chinese stock volatility; SPCA and lasso beat HAR benchmarks and help investor returns.

4 Nov 20255 sharesSource ↗

Abstract journal classification: SVM vs BERT vs GPT-3.5

SVM vs BERT vs GPT-3.5: Compares SVM, SPECTER, BERT, and GPT-3.5 for classifying abstracts: BERT performs best overall, while GPT-3.5 gives mixed results, especially with little data.

4 Nov 20254 sharesSource ↗

Polarized Spanish Anti‑Abortion Twitter Networks

Study: Spanish-speaking anti-abortion Twitter accounts are mostly male, use hateful/negative messages, tied to religion/politics, and connect extreme-right voices.

4 Nov 20254 sharesSource ↗

Demand Forecasting for New Fashion

Review: Predicting demand for new fashion items is hard (changing tastes, seasonality, social media), but machine learning—especially deep learning and ensemble methods—can improve accuracy.

4 Nov 20254 sharesSource ↗

Crisis Oil Price Forecasting: LSTM vs SVM

LSTM vs SVM: Comparison: During crises, LSTM (deep learning) predicts oil prices much better for mid-to-long-term horizons, while SVM performs poorly.

4 Nov 20254 sharesSource ↗

Adaptive VIX Forecasts

Machine learning with dynamic nonlinear models and weekly jobless claims predicts daily VIX (market volatility) more accurately, helping forecasts and trading.

9 Feb 202412 sharesSource ↗

Eurozone Bank Stocks: DL vs Traditional

DL vs Traditional: For ten large Eurozone banks, traditional ML (XGBoost, logistic regression) outperformed LSTM/BiLSTM for daily stock direction—likely due to too little data for deep learning.

6 Jan 20247 sharesSource ↗

Gig Platform Work Satisfaction

The WNSS didn’t fit EU online gig workers; a simpler 12-item scale with three factors (survival, social contribution, competence) describes their needs better.

5 Aug 20242 sharesSource ↗

AI for Cloud Resources

AI methods (predictive analytics, reinforcement learning, anomaly detection) can automate and improve cloud resource management for more efficient DevOps.

14 Oct 20242 sharesSource ↗

Young Informal EU Workers (Pre-Pandemic)

Using 2019 Eurobarometer data, the paper profiles young informal workers in the EU27—their share, activities, sectors, and reasons—providing a pre-pandemic baseline.

13 Mar 20242 sharesSource ↗

EGovernance & Participation

AIpowered e‑government can boost citizen participation but needs tech access, digital skills, trust, and good laws.

27 Apr 20242 sharesSource ↗

Dark Patterns in Investing

Online dark patterns trick small investors; the paper calls for behavioral-science and AI-backed rules to stop them.

12 Apr 20241 sharesSource ↗

Bank Performance Drivers

Bank performance depends on many factors, and COVID-19, digitalization, AI, and FinTechs are new major challenges.

27 Jun 20231 sharesSource ↗

AI Data Culture & Firm Performance

Companies with strong AI infrastructure perform better, helped by a data-driven culture that also supports sustainability.

7 Sep 20241 sharesSource ↗

Social Media Climate Debate

Social-media ML shows clear, coordinated climate messaging across topics and policy levels is essential to reach net‑zero.

23 Apr 20231 sharesSource ↗

Efficient 2D/3D Positional Encodings

STRING — a compact, translation-invariant position encoding that generalizes rotary encodings to any number of dimensions to boost vision and robotics models.

4 Feb 202523 shares20 citations todaySource ↗

RiskAverse Conformal Prediction

RAC turns prediction sets into decision rules that provably maximize utility while keeping risk below a user-specified threshold.

4 Feb 202523 shares46 citations todaySource ↗

COCONut-PanCap: Panoptic Segmentation & Grounded Captions

Panoptic Segmentation & Grounded Captions: COCONut-PanCap — a COCO-based dataset adding panoptic masks and dense region-level captions to improve vision–language understanding and generation.

4 Feb 202515 shares14 citations todaySource ↗

AADDCE: Prostate DCE MRI GAN

Prostate DCE MRI GAN: AAD-DCE: an attention-based GAN that uses multiple MRI inputs to synthesize early and late DCE-MRI, reducing toxic contrast-agent use and outperforming prior methods.

4 Feb 20256 shares2 citations todaySource ↗

Mosaic3D: Open-Vocabulary 3D Segmentation

Open-Vocabulary 3D Segmentation: Mosaic3D-5.6M: an automated pipeline and 3D mask–text dataset used to train Mosaic3D, achieving state-of-the-art open-vocabulary 3D semantic and instance segmentation.

4 Feb 20256 shares24 citations todaySource ↗

EPV Benchmark & U-Net Pass Value

OJN-Pass-EPV: a new benchmark and U-Net EPV model (predicting ball height and pass risk/reward) that correctly identifies the higher-value game state about 78% of the time.

4 Feb 20255 shares2 citations todaySource ↗

OMatG: Generative Model for Crystal Discovery

Generative Model for Crystal Discovery: OMatG: a generative framework using stochastic interpolants and symmetry-aware (equivariant) crystal representations to design stable inorganic crystals, setting a new state of the art.

4 Feb 20253 shares30 citations todaySource ↗

Kimi Linear: Hybrid Linear Attention

Hybrid Linear Attention: Kimi Linear: a new hybrid linear‑attention model that beats full attention while using far less memory, decoding much faster, and with code and checkpoints open‑sourced.

31 Oct 2025500 shares

FP Fixes Training–Inference Mismatch in RL Fine-tuning

Switching RL fine‑tuning from BF16 to FP16: fixes numerical mismatches between training and inference, making training more stable and faster.

3 Nov 202588 shares

Toolathlon: Long‑Horizon Agent Benchmark

Long‑Horizon Agent Benchmark: Toolathlon — a benchmark across 32 apps and 604 tools that tests agents on long, realistic workflows and shows current models often fail to complete them.

30 Oct 202533 shares

CALM Continuous Next‑Vector Models

CALM — a method that compresses multiple tokens into one continuous vector and predicts those vectors instead of tokens, cutting generation steps and making generation much faster.

3 Nov 202519 shares

Quant Resources

Curated study materials and tools to help people prepare for quant and software-engineering jobs at trading firms, HFTs, and hedge funds.

16 Oct 20231,333 shares

Top Rust ML Libs

A ranked list of the best machine-learning libraries available in Rust, comparing their strengths.

9 Feb 2021437 shares

NOFX Trading OS

NOFX proposes a next-generation, AI-powered trading operating system to automate and optimize trading workflows.

28 Oct 20256,031 shares

Paper Trading

An AI paper-trading project (inspired by nof1 Alpha Arena) that uses cctx to fetch market quotes for simulated trading.

21 Oct 2025346 shares

DeepFund

NeurIPS25 demo DeepFund Pilot showcasing deep-learning tools to help evaluate and manage fund investments.

15 Feb 2025208 shares

TOONJSON

TOON — a compact JSON-like prompt format that roughly halves token use and includes spec, benchmarks, and reference code.

22 Oct 20258,024 shares

OA Interview

Guide — explains how online assessments and interviews work and how to prepare for them.

24 Nov 20212,228 shares

Agent CLI Mux

Cmux — runs multiple coding-agent CLIs (Claude, Codex, Gemini, etc.) in parallel so you can handle many tasks at once.

25 Jul 2025398 shares

PyStack

No title provided — no content available to summarize.

4 Sep 2018295 shares

LG Drive

Opensource Google Drive alternative for storing and sharing files.

23 Mar 20231,802 shares

Winton launches US futures fund

Winton, a UK quantitative firm, entered the US mutual fund market by becoming adviser to the Altegris Futures Evolution Strategy Fund.

30 Oct 20255 shares

Bain Capital buys stake in Innocap

Bain Capital bought a minority stake in Montreal’s Innocap to tap growing institutional demand for separately managed accounts.

30 Oct 20253 shares

Hedge funds cut oil shorts after sanctions

Hedge funds sharply reduced short bets on Brent crude after US sanctions on Russia’s top oil companies triggered a large, record unwind.

3 Nov 20253 shares

Millennium eyes $5bn

Millennium Management is raising $5 billion to start a new private‑markets fund, moving beyond its usual liquid strategies.

31 Oct 20252 shares

Carlyle talent returns

People and companies are returning to banks, but they’re using them in new, different ways than before.

30 Oct 20252 shares

UBS nears CS integration

A long‑awaited announcement/launch has finally happened.

29 Oct 20251 shares

Ananym urges LKQ to divest Europe

Ananym Capital urges LKQ to sell its European unit to raise cash for big share buybacks.

3 Nov 20251 shares

JPMorgan hires trader made MD at 27

A hedge fund has closed after just a ten-month run.

3 Nov 20251 shares

Hedge funds cover Magnificent Seven shorts

Goldman says surprise strong earnings at five big tech firms forced hedge funds to buy back shares and cover shorts.

3 Nov 20251 shares

OConnor Sale

UBS is proceeding with the sale of its O’Connor hedge fund unit to US brokerage Cantor Fitzgerald.

30 Oct 20251 shares

Macquarie Picks

Macquarie’s Melbourne Cup predictions narrowly picked the winner — it was right by a nose.

4 Nov 20250 shares

Challenge

No article was provided to summarize.

2 Nov 20250 shares

Citi CTO: AI Cuts

AI Cuts: Citi published a compendium of AI use cases — a short guide to how AI can be applied in finance.

29 Oct 20250 shares

Managed Futures Diversifier

Kathryn Kaminski: Managed futures had a big recent drawdown, but they still diversify portfolios and patient investors may be rewarded over time.

31 Oct 20257 shares

Bullish Credit Puts

Market Chameleon guests: A credit put spread is shown as a way to limit downside risk, manage volatility, and earn steady income.

30 Oct 20255 shares

LTCMA 30 Outlook

Tim Lintern (J.P. Morgan): The 30th Long‑Term Capital Market Assumptions give long‑run forecasts that help shape strategic asset allocation.

31 Oct 20255 shares

VortexNet — AI

Researchers: VortexNet, a neural network inspired by whirlpool fluid dynamics, aims to fix vanishing gradients and better handle long‑range dependencies.

30 Oct 20254 shares

Central Bank Moves

Ipek Ozil & Khagendra Gupta: Recent and upcoming central bank actions are changing interest‑rate derivative pricing and market behavior.

31 Oct 20254 shares

DB Buyouts

Lara Edmonstone‑West: DB pension schemes should prioritize buy‑ins or buyouts to guarantee members’ pensions instead of trying to extract surpluses.

30 Oct 20253 shares

EM Fixed Income

JPMorgan strategists: A review of recent market moves and what they mean for risks and opportunities in emerging‑market fixed‑income.

30 Oct 20253 shares

China LNG Peak (early 2030s)

Analysts on China LNG: China’s LNG demand will peak around 2032, and growing infrastructure could let it become a major global LNG trader.

31 Oct 20253 shares

Short Seller's Mind

Alex Temiz: Practical lessons on disciplined short selling, trading psychology, and the habits needed to survive as a trader.

31 Oct 20253 shares

Macro & Credit Opportunities

Tony Yoseloff: How to invest across different market cycles and where to find opportunity in alternative assets.

31 Oct 20253 shares

Asian Quant

Quant finance used to be concentrated in big global centers like New York and London.

2 Nov 20257 shares

Risk vs. Portfolio

Modern risk management grew out of work by a small group of New York quants between 1987 and 1993.

29 Oct 20254 shares

NYC Mayor Markets

A prediction market shows the NYC mayoral race as basically decided, and Bill Ackman objects to that signal.

1 Nov 20253 shares

NYC Mayor Markets

Critics warn Polymarket’s high odds for Zohran Mamdani can be pushed by small bets and might mislead.

1 Nov 20253 shares

NYC Mayor Markets

Observers question why anyone would buy Mamdani at 95% on Polymarket, suggesting the price could be manipulated.

1 Nov 20253 shares

Connors R3

Tests Larry Connors' R3 strategy and reports how it performed on historical data.

4 Nov 20252 shares

Neural-Net Indicator Pt.3

Uses a neural net to tune a trading indicator on 10‑minute EUR/USD and shows preliminary results.

3 Nov 20252 shares

Neural-Net Indicator Pt.3

Follow‑up with additional neural‑net indicator tests and a discussion of what those results mean for trading.

3 Nov 20252 shares

LongTerm Trading Strategies

Outlines three long‑term trading strategies designed to reduce drawdowns and capture more bull‑market gains.

3 Nov 20252 shares

Coding Traders

NYT piece on how technology and regulations like Dodd‑Frank have transformed trading on Wall Street.

29 Oct 20252 shares

Polygon API Test

2 Nov 202525 shares

Summer '26 Quant Recruiting

4 Nov 202526 shares

Month 1 Results

31 Oct 2025109 shares

Experienced Hires Switching Companies

31 Oct 202599 shares

HRT AI

1 Nov 202599 shares

QT Comp — Amsterdam

1 Nov 202532 shares

Pitch Follow-Up

3 Nov 202541 shares