Head of Strategic Asset Allocation @Zurich 2005-2024. Tweets reflect my personal views.
Zurich, Switzerland
Joined December 2012
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Fractal patterns reveal hidden limits to AI predictability
apple.news/AtjHZ0u3ST0-et5WE… – at Opfikon, Schweiz
Jim Simons’s Renaissance Hired IBM’s Maximum Entropy Pair. Their 1996 Math Is Logistic Regression
linkedin.com/safety/go/?url=… – at Opfikon, Schweiz
Felix Schlumpf retweeted
Es war nur eine Frage der Zeit: Als potenzielle Virusüberträgerin breitet sich die Tigermücke hierzulande seit Jahren aus. Nun sind vier Personen erkrankt. nzz.ch/meinung/die-tropenkra…
Felix Schlumpf retweeted
Hackers have unleashed a devastating wave of attacks. More may follow economist.com/business/2026/…
Arthur Mensch führt Europas wertvollste KI-Firma und baut laut Kanzler Merz die wichtigste Technologie unserer Zeit.
handelsblatt.com/technik/ki/… – at Opfikon, Schweiz
Felix Schlumpf retweeted
BREAKING: South Korea’s KOSPI collapses -9%, triggering a trading halt, after opening for the first time since today’s US market decline.
The index is now down -47% from its record high.
Sell-off: tech bubble lets off some steam finews.com/news/english-news…
Felix Schlumpf retweeted
BREAKING: The Volatility Index, $VIX, surges over +70% on the day, on track for its biggest daily gain since February 2018.
Not even March 2020 saw a daily jump in volatility like we are seeing now.
Felix Schlumpf retweeted
Absolute insanity.
In just 40 minutes, the S&P 500 has now erased -$2 trillion in market cap.
The entire post-Midterm Election rally has been erased in a matter of minutes.
This is one of the fastest market cap losses in stock market history.
Felix Schlumpf retweeted
Herbert Blomstedt ist am Mittwoch im Alter von 99 Jahren gestorben. Der Dirigent hat auch in Deutschland Musikgeschichte geschrieben. nzz.ch/feuilleton/nachruf-he…
A New Map of Empty Space Challenges a Tranquil Picture of the Galaxy quantamagazine.org/a-new-map… via @QuantaMagazine
New Research Tests Whether AI Models Know Their Own Thoughts quantamagazine.org/new-resea… via @QuantaMagazine
Wildfires, floods and extreme weather are making evacuation a fact of life. But living ready to flee can change how you think about home. bloomberg.com/news/articles/…
Felix Schlumpf retweeted
The Monetary Policy Committee voted 8-1 to raise the interest rate to 4%.
Find out more: bankofengland.co.uk/monetary…
ALT We have raised the interest rate to 4%
Felix Schlumpf retweeted
AI prose is distinguishable by word and punctuation choice as well as sentence and paragraph structure. But its hallmarks are not what you might expect. Read our full investigation economist.com/culture/2026/0…
Using Pulsars to Probe Early Growth of Black Holes
physics.aps.org/articles/v19… – at Zurich, Switzerland
Felix Schlumpf retweeted
Wikipedia is the largest encyclopedia ever written by humans—and it is likely to hold that title for ever. (Any future rival is sure to be made with the help of AI) bit.ly/4iO1Sum
Illustration: Carl Godfrey
Felix Schlumpf retweeted
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.
Felix Schlumpf retweeted
Distillation—a process by which inferior AI models learn to imitate the output of cleverer ones—benefits consumers, reduces the chance of catastrophe and, counterintuitively, locks in America’s technological lead economist.com/leaders/2026/1…
