Research notes

Writing.

Notes on financial machine learning, quantitative methods, and building intelligent systems that people can trust.

Jul 22, 2026

Completing Apex Arena: Shipping the Live Data and Replay Stack

Apex Arena is complete: a production Formula racing experience with resilient data handling, replayable race rooms, and a verified delivery path.

Apex ArenaLive DataFull Stack
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Jul 8, 2026

Fine-Tuning Is a Lifecycle, Not a Training Run

How to operate an adapted model with evaluation gates, versioning, monitoring, and a disciplined rollback path.

Fine-TuningMLOpsGovernance
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Jun 17, 2026

Choosing Full Fine-Tuning, Adapters, or LoRA

A decision guide for selecting an adaptation strategy based on task shift, cost, inference constraints, and operational needs.

Fine-TuningLoRAPEFT
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Jun 3, 2026

Hybrid Token-Efficient Routing: Spend Tokens Only When a Proof Fails

A separate project: a Python routing agent that uses deterministic solvers first, then gated local inference, then a larger-model fallback.

Hybrid RoutingToken EfficiencyPython
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May 20, 2026

Fine-Tuning Starts With a Data Contract

Before choosing LoRA or full tuning, define the task, data lineage, quality thresholds, and non-goals.

Fine-TuningDataLLMs
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May 6, 2026

Apex Arena: Building Evidence-Linked Race Rooms

How Apex Arena turns live Formula racing data into a bounded, evidence-linked conversation between five specialist agents.

Apex ArenaFormula RacingAgentic AI
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Apr 15, 2026

Evaluating Agents Means Testing the Whole Loop

A test strategy for agentic systems that measures tool use, abstention, recovery, and reviewer experience—not only final answers.

Agentic AIEvaluationReliability
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Mar 25, 2026

A Safer Pattern for Financial Agents: Propose, Verify, Approve, Execute

Why financial agents should be built as controlled workflows with segregated duties and explicit approval gates.

Agentic AIFinanceGovernance
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Mar 4, 2026

Agentic AI in Medicine: Autonomy Must Stop at the Right Boundary

A safety-first view of agentic workflows for clinical support, where tools, approvals, and audit trails define usefulness.

Agentic AIHealthcareSafety
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Feb 18, 2026

Backtesting Is an Argument About the Past

How leakage, costs, and regime change turn a promising financial backtest into a fragile production strategy.

QuantEvaluationML
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Jan 28, 2026

Credit Models Need Reasons, Not Just Rankings

A practical framework for pairing predictive credit models with explanation, fairness review, and human judgment.

Credit RiskExplainabilityML
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Jan 7, 2026

ML in Finance: A Decision System, Not a Forecasting Contest

Why financial ML must be designed around decisions, uncertainty, and controls—not a single accuracy score.

MLFinanceRisk
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