Writing · Medium

Notes on causal ML & decisions.

Essays on the ideas behind my systems — causal machine learning, bandits, and the shift from predicting to deciding. Published on Medium.

Prescriptive AI·Decision systems

The Moment AI Stops Predicting and Starts Choosing

Where the real value of AI begins: when a model stops handing you a probability and starts making a decision you can actually act on — and defend.

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Bandits·Reinforcement learning

Thompson Sampling: How Recommender Systems Learn to Bet on What You'll Like

A hands-on look at Thompson Sampling — how recommenders balance exploring new options against exploiting what already works, and learn from every outcome.

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Causal ML·Quant finance

Using Market Stress as a Treatment: Ranking S&P 500 Stocks with Causal ML

Treating observable market stress as the treatment and forward market-adjusted alpha as the outcome — a leakage-aware causal-ML approach to ranking S&P 500 stocks.

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Follow along as I write up the ideas behind each system.

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