https://deyirviel.com/notes/ Recent content in Research & Notes on DeYirviel https://deyirviel.com/og-image-pm.jpg https://deyirviel.com/og-image-pm.jpg Hugo -- gohugo.io en Sat, 17 Oct 2026 18:00:00 +0200 https://deyirviel.com/notes/the-big-short-again/ Sat, 17 Oct 2026 18:00:00 +0200 https://deyirviel.com/notes/the-big-short-again/ Everyone wants the next Big Short. But 2008 was never a housing story — it was a leverage story. With the US 10-year above 5% and the cost of money at two-decade highs, the parallel is not the subprime borrower. It is the fine print, the funding mismatch, and the people who think they can sell before the music stops. https://deyirviel.com/notes/masi-under-17000/ Sat, 17 Oct 2026 00:00:00 +0200 https://deyirviel.com/notes/masi-under-17000/ Between 22 September and 8 October 2026, the MASI fell from 18,076 to 16,749 points. Behind the drop: a mining rally running out of road, narrower-than-headline earnings, a liquidity drought and a global rate shock. Anatomy of a correction, not a crash. https://deyirviel.com/notes/from-bandit0-to-bandit33/ Thu, 15 Oct 2026 06:30:00 +0200 https://deyirviel.com/notes/from-bandit0-to-bandit33/ Thirty-four levels of a beginner's Linux wargame, and the strange thing is how little of it was about Linux. Passwords, permissions, pipes, setuid binaries, cron jobs, git — read closely, they turn out to be a syllabus for managing other people's money. https://deyirviel.com/notes/financial-analysis-age-of-ai/ Sat, 12 Sep 2026 00:00:00 +0200 https://deyirviel.com/notes/financial-analysis-age-of-ai/ What AI actually automates in financial analysis, what stays human, and how to use the tools before they set the terms — with the data: Goldman Sachs, McKinsey, Citi, and a University of Chicago study where a guided model beat the analysts. https://deyirviel.com/notes/exxon-mobil-merger/ Sun, 26 Jul 2026 08:31:18 +0200 https://deyirviel.com/notes/exxon-mobil-merger/ How a quarter-century of oil-price whiplash — 1973 to 1998 — forced the last heirs of Standard Oil back together, and why the terms of a '$74 billion stock swap' were never just paper.