From 1446a96a4effaa807982138485b18246da7657d5 Mon Sep 17 00:00:00 2001 From: James Date: Thu, 26 Mar 2026 18:03:17 -0400 Subject: [PATCH] chore: auto-commit uncommitted changes --- memory/2026-03-26.md | 85 ++++++++++++++++++++++++++++++++++ memory/claude-usage.db | Bin 94208 -> 94208 bytes memory/claude-usage.json | 12 ++--- memory/git-audit-lastfull.txt | 2 +- 4 files changed, 92 insertions(+), 7 deletions(-) create mode 100644 memory/2026-03-26.md diff --git a/memory/2026-03-26.md b/memory/2026-03-26.md new file mode 100644 index 0000000..1f7c4f3 --- /dev/null +++ b/memory/2026-03-26.md @@ -0,0 +1,85 @@ +# 2026-03-26 + +## Evening Briefing (8:15 PM ET) +Generated and posted to dashboard. Cron job `a954399d-6f5c-4811-9b0f-dc2a4b83833e`. + +**Markets:** +- S&P 500: 6,477.10 (−1.74% / −114.80) — $900B-$1T equity value erased +- Nasdaq: −2.3% (tech-led selloff) +- Dow: −1.4% +- NVDA: −10%+, META: −7.92% (jury ordered $375M for harm to minors, Reality Labs layoffs) + +**AI/Tech:** +- Claude Code v2 released — PowerShell tool (Windows preview), hooks, env vars +- Alex Finn: "AI killed dumb software, not all software" — niche problem-solving remains valuable + +**Trump/Iran:** +- Reports: Trump weighing ground operation on Iran's Kharg Island oil hub +- Trump claims Iran allowed 8-10 tankers through Hormuz as goodwill gesture + +**Posted to dashboard:** +- Briefing: id 23a12629 +- News items: market selloff, Claude Code v2, Trump/Iran, Alex Finn insight, Clarivate AI50 + +**Discord DM sent** to johanjongsma with dashboard link. + +--- + +## Rozemarijn (Roos) Study Session — Lecture 7 + Lecture 8 + +**Session:** All-day study session, ~10:20 AM – 5:38 PM ET +**User:** Rozemarijn (Discord ID: 1486461895136252115, username: rozemarijn) +**Exam:** Real Estate Research, Thu April 2, 2026, 2 hours, Univ. of Groningen + +### Lecture 7 — COMPLETED ✅ +All slides covered. Key topics: +- Functional form (linear, log-linear, log-log) and interpretation of coefficients +- Polynomials (concave/convex functions, x²) +- Endogeneity — omitted variable bias, dirty x +- Durbin-Wu-Hausman test (test for endogeneity) +- IV / 2SLS: instrument validity (relevance + exogeneity), two-stage procedure +- Weak instrument test: F-statistic > 10 rule of thumb +- Interaction variables (city-specific slopes) +- Transformations summary table (linear/log-linear/log-log) + +**Roos' weak areas noted:** +- Needed multiple explanations of predicted value x̂ (eventually understood with numeric example + analogy) +- λ notation confused her (explained it's just Stage 1 β) +- Prefers: consistent notation, always show formulas, explain in steps +- Can switch to Dutch when struggling + +### Lecture 8 — IN PROGRESS (slide 17 of 24) +Topics covered so far: +- TRUE model (y = x₁β₁ + x₂β₂ + ε) +- Restricted vs Unrestricted model (pooled vs separate group lines) +- Number of parameter restrictions: DF1 = (g-1)×k, DF2 = n - g×k +- Chow test — full calculation with wage differentials example (F=1.30, reject H₀) +- What to report after Chow test (RSS + k always, pooled vs separate based on result) +- CLRM assumptions A1–A5 (Roos knows A4 well; A1/A2/A3/A5 need drilling) +- Consistency vs Efficiency (A4 violation = biased = worst; A2/A3 = inefficient SE) +- Slide 17: 4 tests overview (F-test, Chow test, White's test, RESET/functional form test) + +**Still to cover in lecture 8:** +- Slide 18: F-test statistic formula (has diagram) +- Slides 19-20: White's test for heteroskedasticity (detail) +- Slide 21: Cross-sectional data analysis workflow +- Slides 22-24: Formative test exercises (Exercise 1 + Exercise 2) + +### Roos' Notation Preferences (STRICT — always follow) +From her green table image: +1. E(μₜ) = 0 +2. var(μₜ) = σ² < ∞ +3. cov(μᵢ, μⱼ) = 0 +4. cov(μₜ, xₜ) = 0 +5. μₜ ~ N(0, σ²) +Always use μ (not ε or u) for error term when tutoring Roos. +Always consistent notation — no variation between explanations. + +### Mirror To-Do List Created +Full study plan written out per day (March 26 – April 2). +Roos has Paradiso performance Fri evening + concert Sat evening (social commitments noted in study plan). + +### CLRM Drilling Needed +Roos explicitly flagged she needs to know A1–A5 by heart. +- ✅ A4 — understood well +- ⏳ A1, A2, A3, A5 — come back to drill these before exam diff --git a/memory/claude-usage.db b/memory/claude-usage.db index 759fedd666e6541e5f7efaa27c6a90821e5caa2b..96a994bab94995c86a451ea92b5417006a3867f0 100644 GIT binary patch delta 491 zcmZp8z}oPDb%Hcw*hCp;#;}bE^Ys}+nhdrXFtRAHM6umrn5Wn-fP+caZF-g>hT zBO@yVV=DurD3%aOW>Y3310yqC17lqypo}3<*vh~niX|9b#sDm18O0KWCSzy`lL?(E^R z9YL7#Fkic~0ObQQuV;19qLpbvl#VGltMArAqwArR>fmjQ19|1!-O%K!iX diff --git a/memory/claude-usage.json b/memory/claude-usage.json index 2e2add7..3f458bc 100644 --- a/memory/claude-usage.json +++ b/memory/claude-usage.json @@ -1,9 +1,9 @@ { - "last_updated": "2026-03-26T16:00:01.531760Z", + "last_updated": "2026-03-26T22:03:02.678173Z", "source": "api", - "session_percent": 23, - "session_resets": "2026-03-26T17:00:00.478367+00:00", - "weekly_percent": 70, - "weekly_resets": "2026-03-27T03:00:00.478394+00:00", - "sonnet_percent": 86 + "session_percent": 0, + "session_resets": "2026-03-27T03:00:00.631184+00:00", + "weekly_percent": 72, + "weekly_resets": "2026-03-27T03:00:00.631203+00:00", + "sonnet_percent": 88 } \ No newline at end of file diff --git a/memory/git-audit-lastfull.txt b/memory/git-audit-lastfull.txt index 0f028fc..95ef2df 100644 --- a/memory/git-audit-lastfull.txt +++ b/memory/git-audit-lastfull.txt @@ -1 +1 @@ -1774454520 +1774540900