Micro

I evaluating an investment in HSBC’s AT1 perpetual bond — I was worried about a situation similar to Credit Suisse, where AT1 bonds were wiped out, but equity holders were paid.

ChatGPT’s o1 model did reasonably well in guiding me through. (Note: Not investment advice.)

Talks

dbt Singapore meetup: Using dbt for accounting and investment reporting

I’ve always believed that there is still a lot of value in tackling bread and butter reporting using the modern stack of data tools. One of the most valuable and important reporting workflows in any business isn’t in the marketing, product, or engineering teams - it’s in the finance team.

Reporting on the financial performance and health of companies and investments is usually done by large teams exerting a large amount of elbow grease. By leveraging dbt in our firm’s accounting and investment reporting, we were able to deliver both accounting and investment reporting on a daily basis and in an automated fashion.

The presentation was intended to give an overview of what dbt users who are tackling similar challenges could face and what worked best for us in overcoming those challenges.

We also wrote about this talk on the Titanium Birch blog.

Today I Learned

Exploring the Polars Dataframe Library

Polars is a relatively new data frame library that I don’t yet have experience, but I do want to use it for storing data related to this library, so I’m recording my experiments here.

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Micro

With Super Duolingo, I found myself doing lessons repetitively to gain more XP, rather than maximising what I could learn by progressing further. I feel like incentivising based on “new words learned” would make it a more fulfilling experience.

Micro

Someone needs to do a series on the various “stock exchange person facepalming and looking worried” photos on top of every piece of financial markets news these days.

Reading

Book Notes: Everybody Writes by Ann Handley

I was stuck in my writing so decided to do some very elaborate procrastination by reading this book. I was initially drawn because it seemed to focus more on writing for marketing and general purposes rather than creative writing.

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