Investing Strategies

Most startups need money. The source could be the largesse of the well-to-do owner. However, most small businesses depend on outside sources for funds. John Armah has experience with the subject through his Orios Group...

Data that was once hiding in plain sight can hide no more. With sophisticated software, new data continues to be extracted – or ‘scraped’ – from a growing variety of online sources. Coupled with...

When JCPenney reported its financial results for 2Q 2015, it came as quite a shock to the market. The US retail giant outperformed most analyst expectations, which subsequently led to a 10% surge in its...

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...

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...

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...

Before we cover some Machine Learning finance applications, let’s first understand what Machine Learning is. Machine Learning (ML) is a part of data science that uses different models to analyze data and make predictions. The cool thing...

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...

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...

Who doesn’t want to get rich quick? If you’ve ever even dabbled in stock trade in the hopes of making quick money, you’ll know it’s no walk in the park. The stock market seems...

It’s not the money you make. It's the money you keep. That is Warwick Brown’s financial wisdom. An account management activist and consultant, he channels three income streams: day job, side hustle, and investments.  “They're not...

Artificial Intelligence (AI) continues to make its way into the mass consciousness in 2019. And through applications such as machine learning and deep learning, exciting breakthroughs will be achieved over the next few years...

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...

Some have called it “the new oil.” But while it bears little resemblance to the black gold, its ongoing commoditization – and its function as the ‘fuel’ of this digital era – is earning...

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...

This research article analyzes the impact of portfolio diversification when applied to a portfolio of stocks and bonds. In particular, it shows that by spreading the investment on uncorrelated asset classes an investor may...

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...

Easy money. Wishful and unmotivating, those words are akin to “instant gratification.” The human desire is to get something for nothing. That’s the fantasy, but 99.9 percent of the time, not the real world. Wealth...

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...

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...