The Long Build
Notes on markets, AI, systems, and the process of building.
A personal notebook by Ethan Lim. Long-form research on markets, algorithm trading, macro, AI tools, and the process of building things that compound. Updated when there's something worth writing.
Latest
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Hello, and what this notebook is for
A short note on why this site exists and how I plan to use it.
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Building a crypto momentum engine — week 1
Setting up the universe, the rebalance cadence, and the first version of the scoring function.
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Rates, FX, and the dollar cycle
A short note on how I'm reading the current setup across rates, the dollar, and risk assets.