Tootfinder

Markowitz Variance May Vastly Undervalue or Overestimate Portfolio Variance and Risks
Victor Olkhov
https://arxiv.org/abs/2507.21824 https://arxiv.org/pdf/…

Markowitz Variance May Vastly Undervalue or Overestimate Portfolio Variance and Risks
We consider the investor who doesn't trade shares of his portfolio. The investor only observes the current trades made in the market with his securities to estimate the current return, variance, and risks of his unchanged portfolio. We show how the time series of consecutive trades made in the market with the securities of the portfolio can determine the time series that model the trades with the portfolio as with a single security. That establishes the equal description of the market-based var…

For me, the great @… is the number #1 #Mastodon app on Android.
It also works with #peertube and

mcdust: A 2D Monte Carlo code for dust coagulation in protoplanetary disks
Vignesh Vaikundaraman, Nerea Gurrutxaga, Joanna Dr\k{a}\.zkowska
https://arxiv.org/abs/2507.21239 http…

mcdust: A 2D Monte Carlo code for dust coagulation in protoplanetary disks
mcdust is a parallel simulation code for dust evolution in protoplanetary disks. The code is written in FORTRAN90 and parallelised with OpenMP. The code models dust collisional evolution and transport in the vertical and radial directions. The currently included collisional outcomes are dust growth by sticking, fragmentation of dust particles and erosion, where a small particle chips a portion of the large particle. We employ a representative particle approach to track a limited number of parti…

Dynamic Exponent Market Maker: Personalized Portfolio Manager and One Pool to Trade Them All
Wittawat Kositwattanarerk
https://arxiv.org/abs/2507.22732 https://

Dynamic Exponent Market Maker: Personalized Portfolio Manager and One Pool to Trade Them All
Decentralized exchange platforms such as Uniswap and Balancer operate on several pools where each pool contains two or more cryptocurrencies and constitutes direct trading pairs. The drawbacks here are that liquidity providing requires contribution of tokens in a specific proportion, and trading may require hopping between pools, hence increasing transaction fee and gas fee. We propose an automated market maker (AMM) protocol where liquidity providers can deposit any amount of tokens into the p…

from my link log —
Portable dynamically linked packages on Linux.
https://brioche.dev/blog/portable-dynamically-linked-packages-on-linux/
saved 2025-03-18

Detailed Microwave Continuum Spectra from Bright Protoplanetary Disks in Taurus
Caleb Painter, Sean M. Andrews, Claire J. Chandler, Takahiro Ueda, David J. Wilner, Feng Long, Enrique Macias, Carlos Carrasco-Gonzalez, Chia-Ying Chung, Hauyu Baobab Liu, Tilman Birnstiel, A. Meredith Hughes
https://arxiv.org/abs/2507.21268

Detailed Microwave Continuum Spectra from Bright Protoplanetary Disks in Taurus
We present new observations that densely sample the microwave (4-360 GHz) continuum spectra from eight young systems in the Taurus region. Multi-component, empirical model prescriptions were used to disentangle the contributions from their dust disks and other emission mechanisms. We found partially optically thick, free-free emission in all these systems, with positive spectral indices (median $α_{\rm c} \approx 1$ at 10 GHz) and contributing 5-50% of the 43 GHz fluxes. There is no evidence f…

Ratjetoe aan rare voer­tuigen op het fietspad maakt Amsterdam ‘moedeloos’: ‘Onze stad is geen pretpark’ | de #Volkskrant
https://www.

Wenn ihr die anderen über 300 SVP-„Einzelfälle“ auch lesen wollt, könnt ihr das heute noch crowdfunden. Link ist im Text.
“Geheimagent im Parteivorstand und Putin-PR: die Kreml-Liebe der SVP” https://flimmer.media/a/die-kreml-liebe-der-svp

"Dein Wille geschehe, Rösti in Peace."
Witziger Abschied von der Promi-Sendung G&G mit viel Prominenz, Selbstironie und einem Seitenhieb auf einen Bundesrat, der, kaum im Amt, dreist weiter Parteipolitik zu betreiben versucht(e).
Hoffentlich steht das Schweizer Volk zusammen und verteidigt sein öffentlich-rechtliches Fernsehen, das von der rechten SVP wie erwartbar massiv angegriffen wird.

«G&G - Der letzte Schrei» - Gesichter & Geschichten - Play SRF
Auf Play SRF können Sie zahlreiche TV-Sendungen von SRF online ansehen, wann und so oft Sie wollen.

Quantum Portfolio Optimization with Expert Analysis Evaluation
Nouhaila Innan, Ayesha Saleem, Alberto Marchisio, Muhammad Shafique
https://arxiv.org/abs/2507.20532 https://

Quantum Portfolio Optimization with Expert Analysis Evaluation
Quantum algorithms have gained increasing attention for addressing complex combinatorial problems in finance, notably portfolio optimization. This study systematically benchmarks two prominent variational quantum approaches, Variational Quantum Eigensolver (VQE) and Quantum Approximate Optimization Algorithm (QAOA), under diverse experimental settings, including different asset universes, ansatz architectures, and circuit depths. Although both methods demonstrate effective cost function minimiz…