Articles

Longer notes on AI, trading infrastructure, correlation, causation and control.

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Correlation, constraints and control

AI, trading systems and blood glucose control studies share a common structure: statistical inference is useful, but control and stability require explicit constraints.

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Correlation and causation in large language models

Why it is both true and incomplete to describe LLMs as correlation engines.

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Training AI on FIX message flows

Representation, confidentiality, regime change and validation when applying machine learning to structured trading logs.

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Compression as a form of representation

FAST encoding, model training and the relationship between compact representation and useful structure.