Sublime
An inspiration engine for ideas
a lot of people who claim to be exhausted all the time might be better off if they tried to do more
People try to do all sorts of clever and difficult things to improve life instead of doing the simplest, easiest thing—refusing to participate in activities that make life bad.
(Tolstoy)
I think the snappily titled "gemma3:27b-it-qat" may be my new favorite local model - needs 22GB of RAM on my Mac (I'm running it via Ollama, Open WebUI and Tailscale so I can access it from my phone too) and so far it seems extremely capable https://t.co/DnKYL02hRn
If you want to build stuff with Gemini fast with AI help, you might want to put @strickvl's Gemini llms.txt in your LLM context -- it's pretty great! (As is his whole site, in fact.)
https://t.co/VXal2aA7FN
https://t.co/GJChxDfZex

这两天整理了下美国金融市场核心流动性指标的联动关系示意图。
1. 流动性传导链:
美联储购债/TGA变化 → 银行准备金 → RRP规模 → 短期利率 → 10年期收益率。
2. 政策与市场的博弈:
•美联储通过QE/QT和RRP利率调控流动性;
•财政部通过TGA和发债影响国债供需;
•市场通过收益率变化反馈至政策调整(如“收益率曲线控制”)。
3. 关键观察指标:
•RRP规模:预示流动性过剩或紧缺;
•TGA余额:反映财政政策与货币政策的协同性;
•10年期收益率:综合体现经济预期、通胀和货币政策效果。
4. 指标解释:
1. TGA(财政部一般账户):美国财政部在美联储的存款账户,余额变化直接影响银行体系的流动性(TGA减少 → 流动性释放;TGA增加 → 流动性收缩... See more