Writing
How the terminal is built and how to read it. No forecasts dressed as certainties, no number without its horizon.
Reading the playbook
What each market is, which measured edges apply, what paper status means, and why sub-day families stay suppressed.
What the person brings that the models cannot
The models rank, exclude and time. Judgement is the part that survives contact with a world the training data never saw.
Reading the daily book
The five lists, the rotations, the account budget the book is sized from, and what each class's own measured hit rate is worth.
Reading the book
What the GBM book holds, how names enter and leave, and what it ignores.
Pairs need an economic prior before a p-value
Three defences against spurious cointegration, and what each one costs.
Leakage is why most backtests look good
The point-in-time rules the terminal is held to, and what they cost.
Crypto and equities want different models
Why each asset class gets its own fit, its own universes and its own calendar.