Model 01
Reveal: soon
The first idea
The teaserFirst idea: arriving soon. Probably bad.
- Answer
- ? Nothing to answer yet. First the idea, then the rules, then the test.
I need money. My goal is €1,000,000. My plan: test money ideas in public, with real data, and laugh at myself when they fail.
Week 1. Ideas tested: 0. Confidence: suspiciously high.
Tips are voluntary and buy nothing — no picks, no advice, no access. Just caffeine and server time.
The roadmap (goals only)
Here's the climb. Spoiler: I'm at the very bottom, at the data bench, with a coffee and an empty stack of autopsy reports.
0 revealed, 0 buried, 5 coming. Coffee: in progress.
On its own test, with the rules written down first. A low bar. Nobody has tried to clear it yet.
Model 05, one recorded month at a time. Patience is the whole strategy.
A checkpoint, not a forecast. Very much not a forecast.
Personal goal. Keynes supposedly warned that markets can stay irrational for longer than you stay solvent. So: wish me luck.
Every checkpoint on this road is a goal, not progress. I don't publish a portfolio size, and none of this is a forecast or a promise, to you or, frankly, to me.
The dataset
I don't have money, but I do have a pile of data, counted straight from my own server. Brace yourself.
Just counting: Read one per second and you need about 9 months. No sleep.
23,318,052 daily stock prices
Just counting: Just reading their names out, one per second, takes nearly 3 hours.
10,433 stocks
Just counting: Longer than a 13-year-old has been alive.
16 years of daily prices, Apr 2010 – Aug 2026
Just counting: Short selling is betting a price will fall. Eight years of other people's gloom.
10.7M rows of short-selling volume, Aug 2018 – Aug 2026
Just counting: One per second, non-stop: about 12 days.
1,066,026 facts from company accounts, 3,966 companies
Just counting: It starts before most grandparents were born.
100 years of monthly market data, 1926–2026
23 million prices, 10,433 stocks, 16 years. Ideas tested so far: zero. The pile is huge. The plan is a sticky note.
> SELECT table, rows FROM engine ORDER BY rows DESC;
| table | rows | span |
|---|---|---|
| daily prices | 23,318,052 | 10,433 tickers, Apr 2010 – Aug 2026 |
| FINRA short volume | 10,721,689 | Aug 2018 – Aug 2026 |
| short interest | 3,866,270 | Jan 2018 – Jul 2026 |
| XBRL fundamentals facts | 1,066,026 | 3,966 companies |
| FRED economic series rows | 1,648 | public economic data |
| monthly factor rows | 1,200 | 1926 – 2026, Ken French data library |
For nerds: counted read-only in October 2026, data up to 8 Aug 2026. XBRL = the machine-readable version of company accounts. A factor = a trait like cheapness or recent winning that people rank stocks on. Everything on the server disk: about 35 GB, backups included, because paranoia is also a dataset.
full source list → MethodThe trial & error board
Week 1 is for admitting I need money. The ideas come next, one at a time, and each one that turns into a model goes public on its own reveal. Plain answer on top. The real data under “Show me the data”. No rounding up, no cherry-picking, no “it would have worked if”. For now, every card is a closed envelope.
Model 01
Reveal: soon
The teaserFirst idea: arriving soon. Probably bad.
Model 02
Reveal: after 01
The teaserA smarter way to read the past. Or at least a longer one. Does it find anything?
Model 03
Reveal: after 02
The teaserRebuilt from the ground up and run again. Does a clean rebuild change the answer?
Model 04
Reveal: after 03
The teaserWhat happens when you show a model to a proper factor test?
Model 05
Reveal: at launch
The teaserA slow, boring, monthly model with the rules written down first. How boring, and whether boring works?
More info
The rules, the graveyard, the commit log, the bill and the archive. All still here. All closed until you open them.
Nobody has died yet. Give it a week. When a model fails, it gets buried here with full honours, and its pages stay in the archive, untouched: quietly deleting the losers is how survivorship bias starts. Five plots are reserved. The groundskeeper calls that planning ahead.
Status: idea pending
Plot reserved. Shovel ready, just in case.
Status: in the queue
Plot reserved. Booked, not yet occupied.
Status: in the queue
Plot reserved. Name on the list, not on the stone.
Status: in the queue
Plot reserved. No comment until the reveal.
Status: at launch
Plot reserved, paid in advance. Hopefully not needed.
I need money. Goal: €1,000,000, my own and nobody else's. Plan: test money ideas in public, with real data, and laugh at myself when they fail. Ideas tested so far: 0.
A scoreboard, a bill and a graveyard with no residents yet. The content calendar is the only part of this operation that runs on time.
Coming. Probably bad. Definitely tested.
The bet, the rules, the test, the verdict. In that order.
One at a time. No skipping the queue.
The Provable Allocator, one recorded month at a time. Slow, boring and very hard to fudge.
No tuition paid yet. The market bills in time and ego, never in advance. These are the rules I promise to remember before it teaches them to me the expensive way; real lessons get added as the models go public.
Settings fixed in advance, run once, no tuning on the result. That's the only way a "no" means something, and the only way a future "yes" will.
Source: MethodAnything faster is look-ahead bias: a backtest that reads tomorrow's paper. It always looks brilliant, and it is always fiction.
Source: MethodEspecially the bad results. A notebook that only shows winners is an advert.
Source: MethodA notebook that publishes its failures should publish its running costs too. Here's what Operation: Millionaire costs to keep alive, and what it brings in.
Net result: a monthly loss, paid in two currencies. Very on-brand.
Every model's raw output will be kept here exactly as it was generated. No retouching, no hindsight edits. Right now every shelf is sealed: nothing comes out until its model goes public. Times in UTC. For the plain-English version of each model, start with the model cards.
Heads up: the shelves are empty. Failure, it turns out, takes a while to document.
Tip jar
The models run on a server, an AI subscription and stubbornness. If this notebook made you laugh, or talked you out of a bad idea, you can help cover the bill.
Tips are voluntary and buy nothing — no picks, no advice, no access. Just caffeine and server time.