Archive - Trading the Breaking

[INTEL REPORT] Are markets pricing a war, or a new regime?

How energy shocks and strategic conflict are reshaping multi-asset investing

Mar 9 • Quant Beckman

[QUANT LECTURE] Calibration and scoring under uncertainty

Market Inefficiencies - Information Theoretic Approach

Mar 6 • Quant Beckman

February 2026

[INTEL REPORT] Rates, barrels, borders

Table of contents:

Feb 27 • Quant Beckman

[WITH CODE] Infra: Scraping financial data

Systematic fund scraping

Feb 23 • Quant Beckman

[INTEL REPORT] Escalation and multilateral focus

Coercion, chokepoints, legitimacy, and nuclear monitoring

Feb 21 • Quant Beckman

[QUANT LECTURE] Local predictability via divergence

Market Inefficiencies - Information Theoretic Approach

Feb 19 • Quant Beckman

[INTEL REPORT] Pressure points Q1 2026

Alliances, reserves, and debt

Feb 12 • Quant Beckman

[WITH CODE] Infra: ETL process

Extract, Transform, Load

Feb 9 • Quant Beckman

[QUANT LECTURE] Mutual information as evidence of structure

Market Inefficiencies - Information Theoretic Approach

Feb 6 • Quant Beckman

[INTEL REPORT] The industrial war continues

Turning geopolitics into volatility

Feb 1 • Quant Beckman

January 2026

[WITH CODE] Data: Data structures as lifecycle engineering

Table of contents:

Jan 27 • Quant Beckman

[INTEL REPORT] Davos World Economic Forum 2026

The United States is reshaping the geopolitical chessboard

Jan 24 • Quant Beckman

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts