# Site

## Pages

- [Page not found](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/404/): That page doesn't exist, or it has moved since you last looked
- [Assessment](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/assessments/): Two pieces of written work, both marked on the quality of the record rather than the size of the loss.
- [Loss report](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/assessments/assignment-1/): One named failure mode, one position it happened to, and the arithmetic that connects them — the first half of the course, submitted as a subtraction.
- [The ruin account](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/assessments/final-project/): Twelve weeks, three mechanisms, and a last section that re-reads what you wrote in February without letting you revise it.
- [Lectures](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/): One lecture a week, and each one owns exactly one named mechanism by which money is lost.
- [Ruin](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-01/): The course's opening claim, which you will not believe today — that a bet worth taking, taken repeatedly, ends at zero.
- [Cost drag](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-02/): The only loss on this syllabus that is guaranteed — what you paid to open a position, before the market had an opinion about it.
- [Concentration](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-03/): Go and read the first answer you gave in week 1. You have already made this week's decision, and this lecture is one multiplication.
- [Return chasing](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-04/): The week you act on evidence, and the week you find out what your evidence was. The counterfactual column starts today and it is not optional.
- [Leverage](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-05/): The one failure mode this course refuses to let you buy with real money, and the arithmetic that explains the refusal.
- [Illiquidity](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-06/): Every number you have computed for four weeks assumed a door that always opens. This is the week the course tells you it does not.
- [Story](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-07/): Read the second answer you gave in week 1. This week turns the price you paid into a claim, and asks whether you can check it.
- [Correlation collapse](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-08/): What your diversification was worth, to the dollar — and why adding more positions does not change the number.
- [Overfitting](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-09/): You will find a rule that would have avoided every loss you have had. This week counts how hard you looked, using week 1's arithmetic.
- [Loss aversion](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-10/): The week the evidence against you is in your own handwriting, with dates on it — and the arithmetic of why waiting does not work.
- [Counterparty risk](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-11/): The week where the market is fine, your judgement was fine, and the money is gone anyway — because you were diversified in the wrong dimension.
- [Ruin](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/lectures/week-12/): The same lecture as week 1 — the same slides, the same two numbers — given to a room that now has a ledger.
- [People](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/people/): Who teaches the course, and which of them to ask about what.
- [Idris Fenn](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/people/idris-fenn/): The tutor, who runs the crits and reads every position log closely enough to find the number that does not reconcile.
- [Marisol Quaye](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/people/marisol-quaye/): The convenor, who wrote the course and lectures the weeks where the arithmetic does the arguing.
- [Policies and support](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/policies/): The bounded-loss policy that governs every position in this course, plus the course-wide rules for late work, extensions, integrity and getting help.
- [Records](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/records/): The two documents every student in this course keeps — the opening record filed in the first session, and the position log kept from then on.
- [Opening positions](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/sessions/01-opening-positions/): The first session, in which everyone chooses a track, opens something, and files four answers they are not permitted to revise.
- [Loss report crit](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/sessions/02-loss-report-crit/): The session where you defend one number in your log out loud, two weeks before the loss report is due.
- [Midpoint check](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/sessions/03-midpoint-check/): The session where you declare a rule in writing before testing it, and say out loud how many rules you tried first.
- [Closing crit](https://comp4020-agentic-coding-studio.github.io/comp4020-ass2-wuyimin362-sudo/sessions/04-closing-crit/): The last session. Positions close, the class ledger goes on the screen, and week 1's argument acquires people it applies to.