Stocks and Vibes

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Welcome to the Stocks & Vibes Desk

Stocks & Vibes
AI Quant
Trading

June 18, 2026


Markets are numbers. Trading is feelings about numbers. Stocks & Vibes lives in the gap between the two — and this is where we'll write about it.

What this blog is

Field notes from the desk, in plain language:

  • AI-quant experiments — what the models get right, what they get confidently wrong, and how we keep them honest with backtests instead of vibes alone.
  • Paper-trading lessons — the strategies that survived contact with the tape, and the ones that didn't.
  • The SP3 thesis — turning a hunch into a testable, scored signal.

Why "vibes" isn't a dirty word

A good trader reads the room and the spreadsheet. The vibe is the hypothesis; the backtest is the referee. We let the model propose, and we let deterministic tools dispose — no asking an LLM to be a calculator.

The vibe is the question. The data is the answer.

More soon — paper trades, postmortems, and the occasional win worth screenshotting.