Investing Strategies

Creating great options strategies is a process of trial and error. This article is about those errors. Bad Strategy #1 — Selling Naked Options: The pinnacle of recklessness. This graph shows that if the market goes up, the...

For several years now, my focus has been on using alternative data of many kinds to predict macroeconomic statistics. When ran the Futures Group for the PDT Group at Morgan Stanley in the 1990’s...

The Full Extent of How Your Personal Data is Being (Mis)used You are going to the supermarket for groceries; on your shopping list, you have fruits, chocolate, and paper towels. While this is a simple...

Alternative data conferences connect actors in the buy-side ecosystem to explore novel use cases as the demand for alternative data is increasingly intense.  Only the largest and most sophisticated players with distinctly unique roles...

When Alfred Winslow Jones pioneered the world's first "hedged" fund (the "d" was dropped later) he blew other investors away by borrowing funds to short 20% of the stocks trading at the time. He...

Have you considered diversifying your investment portfolio? Of course you have. Have you considered diversifying the tools you use for investing? Maybe not. This is exactly what financial management firms are beginning to do. Industry-wide changes are happening...

The innovative use of artificial intelligence in the financial industry is no passing fad. It is a must and a trend that seems to have no alternatives. Algorithms improve financial management and product selection...

In previous series of our Ponzi analysis, we have established a simple model – the old school Ponzi model. In this model, we have made several intuitive conclusions: Ponzi is essentially a process of...

Why Cold Chain Logistics is on Fire Cold-storage warehousing is hot. In the past year, we have seen a flood of capital pouring into temperature-controlled logistics facilities. Investors and buyers have rushed into the sector, eager to...

This article will bring you through the transition from regionalization risks to globalization risks, the weakening of gold as a safe haven, and the beginning of a new phase of global economic crisis. It...

“Those who do not remember the past are condemned to repeat it” George Santayana  In 2015 Elon Musk presented Starlink as the next revolution in global internet satellite communications. This constellation of twelve thousand small satellites...

This article will bring you through the evolution of hedging, from natural risks to single-point measurement risks, and regionalization risks. Following, it will also discuss regionalized hedging and the emergence of hedging with gold.    “……(usury),...

You are the CEO of a well-known asset management company and are sitting in a meeting with a new data vendor, your new portfolio manager (PM) who is an expert in alternative data, and...

With the rise of Machine Learning and Data Scraping, technical skills have become a necessity for those who want to make a living in the finance industry. Algorithmic Trading is a perfect skill to pick...

Reducing Outflows: The Carrot-and-Stick Retention Model The concept of user retention is not unique to Ponzi schemes. Traditional economies have also witnessed a gradual evolution of retention models. Initially, there were no rules. Then we had...

Alternative data is defined as non-traditional data investors use to gain insights into their investment process. Unlike traditional datasets data such as financial statements and sales figures, alternative data offers investors insights into a...

“Under the mist of Ponzi is not only the misery and suffering but also the dawn of value…” The longest Ponzi scheme in history is Bernie Madoff’s hedge fund of funds, which lasted for more...

We study the Ponzi scheme and different variables’ impacts, such as withdrawal rates, user growth rates, ceiling and so on. Impacts of Different Variables With reference to the basic model constructed in Part 1: We have just assumed...

I started planning for Lightning AI more than three years ago. I was working as a marketing manager, and every day I was repeating the same tasks over and over again. I knew that...

Alternative Datasets Traditional metrics used when making investing decisions while broad, tend to come from the same set of data points: Financial metrics, Business Operations, Competitor Performance, etc. Alternative data extends the definition of data...