themoops36

Keep in mind that if you hire contracted devs, you'll have to write out very clear documentation about what you want, and when you need it by. Otherwise you'll get 1. Garbage or 2. Expensive Garbage

How do people feel about Plotly?

I've been using it for years and by far it's been the easiest plotting library (while still being really flexible).

The company is very active in developing, for example recently adding plotly_express, which lets me get charts with one liners like: px.line(df, x='x_column', y='y_column')

I'm not affiliated with Plotly but just curious what people think since I find it to be an awesome library but I rarely hear about it or meet people who use it.

Can you recommend anything to learn debugging the proper way (or maybe the article here is a good resource)?

I might be one of these print() people- usually when I hit bugs I read through the stack trace and can figure it out, but if it's more of an "unexpected result" I resort to print() so I know exactly what I'm doing. Would love to learn a more efficient way

Great suggestion. This is one of my favorite books, and I enjoyed it more than Atlas Shrugged because I found it a bit more subtle.

Rand has a very distinct philosophy and is quite black-and-white, but even if you don't agree with everything hopefully you can appreciate the writing and storytelling in The Fountainhead (and others). It seems that a lot of the discussion about Rand is focused on her philosophy and if it's right or wrong. This is probably justified but also obscures the fact that she was a master at writing.

I read this book in my early 20s and loved it. Even though I've become much more liberal on many issues (proponent of universal healthcare, tax-payer paid higher ed, etc.) I can still appreciate the themes in her work.

Also just finished Anthem last night- I recommend checking it out. Super short but really gripping read.

Agreed. Life-changing if you're in the right place for it.

Thanks for saying this. The "Priced In" fallacy has been on full display since the pandemic began. As late as a few weeks ago people were still talking about a "V-Shaped Recovery" and now the narrative is changing to a long, slow recovery.

I have no claim to know exactly what's going on, but I don't think the markets are efficient, and I don't think they're random. I think decent theories are that the markets are reacting to unprecedented Fed action and/or there are a lot of retail investors attempting to "buy the dip". It's probably fair to say there are large disconnects from business fundamentals and what it actually means when economies shut down.

Howard Marks put it in a way I find compelling: "The bottom is when there's no more optimism left" (paraphrasing). If I had to bet (and I am), I'd say there is a lot of wishful thinking going on. People want mid-March to be the bottom, so they buy, and so prices go up. Prices trend up and so... more people buy. Feels like a ton of confirmation bias with big consequences later on.

I actually think we might see a change in investor sentiment once things do start opening up and everyone realizes the damage done (many businesses closed, defaults, still-high unemployment, etc.) Again, I'm no expert but it feels like a good time to be fearful w/r/t investments

"just use my big brain to make money in public markets, which is surprisingly easy given how much effort the government puts into pumping up the stock market"

Off-topic but do you have a recommended starting place or other ideas? I did well with some short positions recently but would love to explore more strategies.