Small Data Good, Big Data Sometimes Bad
FIrst, small data works for big wins in investing, don’t get lost in the chatter. Second, in research, proceed with caution when the validit
Horsepower Added at Boulder Equity Analytics
BEA has application development, operations and domain experience in research, medical, aerospace, insurance, logistics and oil & gas.
US Economy is a Live Experiment
"This article is why your applications are so important. The ability to “monitor” this experiment has become an operational requiremen
Warren Buffett - Legend
Profitable investing decade after decade requires a lifetime dedicated to continuous learning, a sense of history and big trends, and above
Jim Simons – Mathematician, Philanthropist and Renaissance Man
Winners can’t bank luck, they need to be able to extend and amend their models to work at machine scale and speed without compromises in com
Charlie Munger, the “Model” Investor
To recognize opportunity your mental models need to be complete, free of bias and current. Your tools should be built on the same principals
Financial Fake News Courtesy of the EU & MIFID II
MIFID II will accelerate the disruption coming by upending the business model of research: ending the subsidies of both good and bad researc
Good Concept Detection Requires an "Almost Engine"
One of the most powerful features of your brain is that it does not treat language as math, a series of binary yes or no formal constructs.
Concepts are Key, Not Words
Teaching software (AI) to find themes buried in SEC filings and press coverage from investor relations is a critical technology advantage fo
Buzzword Overkill – AI is Not a Thing People, it’s a Discipline
AI projects are different than software projects. Do your homework and don't oversimplify what it takes to create intelligent experience
