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Stanse AI Guest Wall: Redefining the Future of Event Socializing with Agentic AI
Where AI Meets Offline-Social-Networking: A Revolution in "Connection as an Asset" Introduction: Finding the North Star of "Value Connection" in a Desert of Information In an era of hyper-digitalization, we face a paradoxical reality: while we possess thousands of digital "friends," we often experience profound alienation in physical gatherings. At high-end summits, industry forums, or elite parties, people still fall back on inefficient social patterns—blindly swapping busin
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4 days ago4 min read


STANSE: Empowering Your Stance in a Fragmented World
— A Deep Dive into the AI-Powered Political & Economic Value Alignment Platform by Someo Park Investment Management Introduction: Every Dollar is a Vote, Every Stance is Power In the third decade of the 21st century, we are witnessing the dawn of the "Conscious Consumption" era. Every transaction, every click, and every investment decision serves as a vote for the world you wish to inhabit. However, the reality remains opaque: fragmented data, algorithmic echo chambers, and c
lx2158
Jan 95 min read
Feature Selection in the Era of Generative AI
1. Introduction: The Foundational Status and Evolutionary Challenges of Feature Engineering In the theoretical framework and practical application of machine learning, model performance is not empty talk but is deeply rooted in the quality and representation of input data. Features are the inputs to machine learning algorithms. They constitute the cornerstone for models to perceive and understand complex real-world phenomena and are the starting point for all subsequent learn
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Nov 2, 202525 min read


Global Macro: A Deep Econometric Analysis and Theoretical Explanation of Key Square Capital Management's Performance Record and Fund Industry Evaluation Standards
The Bulwark. (2025, Sep 9). Scott Bessent’s Hedge Fund Lost BILLIONS (w/ Marshall Brandt) [Video]. YouTube. https://www.youtube.com/watch...
lx2158
Sep 14, 202543 min read
The Restructuring of Private Credit: The Theory and Application of Protocolizing Real-World Assets (RWA) Based on Blockchain
Abstract The private credit market is plagued by inherent structural frictions, including severe illiquidity, opaque valuations, high...
lx2158
Sep 9, 202571 min read


A Deep Dive: Deconstructing and Reconstructing LLM Reasoning: A Theoretical Framework for Advanced Quantitative Investment Strategies
Reference List Stanford Online. (2025, Apr 29). Stanford CS25: V5 | Large Language Model Reasoning, Denny Zhou of Google DeepMind ...
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Sep 1, 202530 min read


An Extended Study Based on Six Charts: Structural Divergence in Valuation, Earnings, and Capital Expenditure
P/E Box Plot Distribution I. Figure 1 (P/E Box Plot Distribution): The S&P 500 at 22x is Above the 95th Percentile of its 20-Year Range...
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Aug 23, 202532 min read


Interpreting Howard Marks's Interview: A Quantitative and Behavioral Finance Analysis of Asset Prices in an Era of High Valuations
Reference List Bloomberg Television. (2025, Aug 22). US Stocks 'In The Early Days' For A Bubble Says Oaktree’s Howard Marks [Video]....
lx2158
Aug 22, 202542 min read
A Trio of Capital and Compute: The Rise and Paradigm Shift of Data Center Private Credit in the Age of Artificial Intelligence
Chapter 1: The Epochal Context – The Capital Chasm in New Digital Infrastructure We are in an era of structural transformation driven by...
lx2158
Aug 16, 202525 min read


Navigating the Inflationary Labyrinth: Deciphering Second-Order Tariff Effects and Divergent Price Signals
The contemporary macroeconomic landscape is characterized by a profound and unsettling tension. Despite one of the most aggressive...
lx2158
Aug 14, 202510 min read


The Risks of Rewriting History: A Theoretical and Empirical Study of the Real Interest Rate under the Current Monetary Policy Stance
Introduction: Monetary Policy at a Crossroads At a time when the global macroeconomy is facing a turning point, the decisions of central...
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Aug 13, 202515 min read


The Federal Reserve's Easing Conundrum: Navigating the Nexus of Inflation, Corporate Profitability, and Monetary Policy
Fed Likely to Resume Cuts in September as Data Slows Meeting Action Upper Bound Lower Bound IORB RRP Rate 30-Jul-2025 Hold 4.50 4.25 4.40...
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Aug 13, 20258 min read


The Re-Tangibilization of Tech: Deconstructing the Convergence of Capital Allocation in the Age of Artificial Intelligence
For decades, a defining characteristic of the technology sector's titans was their "capex-light" business model, which allowed for...
lx2158
Aug 11, 202511 min read


Anatomy of a Strained Treasury Auction: Decoding Signals of Waning Demand and Systemic Liquidity Pressures
In the intricate machinery of global finance, U.S. Treasury auctions are often perceived as routine, metronomic events—the fiscal...
lx2158
Aug 9, 20256 min read


The Great Compression: Deconstructing an Era of Tight Spreads in Emerging Market Sovereign Debt
The landscape of Emerging Market (EM) sovereign debt is currently defined by a powerful and persistent trend: the significant compression...
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Aug 6, 20257 min read


The Quiet Before the Storm: Why Tariff-Driven Inflation Is Inevitable
For months, a curious economic puzzle has unfolded in the United States. Despite the implementation of significant new tariffs on...
lx2158
Aug 1, 20255 min read


The Convexity Conundrum: Deconstructing the Asymmetric Transmission of Monetary Policy to Mortgage Rates
The transmission of monetary policy to the real economy is a cornerstone of modern macroeconomics, with the housing sector serving as a...
lx2158
Jul 11, 20257 min read
An Analytical Framework for Modern Portfolio Construction in a New Macroeconomic Regime
Introduction: Bridging Practice and Theory This analysis provides a theoretical scaffolding for an advanced, practitioner-driven...
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Jul 9, 202516 min read
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