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DDI Market Snapshot (June 17, 2020)

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US Equities ended in positive zone on strong US Retail Sales +17.7% and Trump consideration of $1 trillion spending. Market seems to like Powell comments that “US economy is nearing end of shutdown and beginning...
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A Novel Economic System To Respond To The Novel Coronavirus?

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Economics is not governed by laws of nature or the physical universe but rather by rules created by human beings to organise their lives. It is an emergent system not directly constrained by base...
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Bitcoin Roadmap to 2025

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Ten years until mainstream adoption. In this article I’ll map out exactly how I see Bitcoin price action unfolding for the next several weeks, months, and years, all the way to 2025. I’ll show how current...
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Three Simple, Low-Maintenence, Hi-Return Strategies

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Invest 15 Minutes to Earn Around 13% Per Year My last article was about how some ETF investment strategies made good money even during the wild and difficult years of 2008 and 2020. They applied either...
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What Repo Market Injections Say About the Economy – Follow the Breadcrumbs

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How did we get here? One big clue lies in the repo market. We’ve found that people tend to forget (ourselves included) important factors, events, or definitions that are important for understanding what is happening...
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Speeding up Digitalization of Tech Banking: Cloud and AI as pandemic winners

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The economic effects of the pandemic SARS-CoV-2 are pushing the struggle to the main industries of each country, conveying certain national economic crisis into a global one. If there´s no consumer of products and...
Rising tide lifts all boats

The rising tide that doesn’t lift all boats

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Every day there is a major event that will move the markets. Trade wars, currency wars, oil wars, pandemics, depression levels of unemployment, conspiracy theories; you name it Are there any more surprises left? Perhaps. With complete...
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Could Machine Learning and NLP Have Predicted Oil’s Crash? The Answer is YES.

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A guide on how to combine Machine Learning and NLP to successfully predict the COVID-19 lead oil crash. On April 20th, 2020, futures for WTI (Crude oil’s U.S. benchmark) reached for the first time in history negative...
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A Beginner’s Guide to Investing in a Downturn

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Do you want to buy low and sell high? Let me tell you a secret. That’s exactly what hundreds of thousands of traders and fund managers around the world want to do, but no one gets...
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Declining GDP, Skyrocketing National Debt, and a New Technology That Can Create a Robust...

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The financial wreckage that the COVID-19 crisis leaves behind will be devastating and long lasting. Already economists are debating whether the cure – the near destruction of the global economy – is worse than...
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How the NFL Encourages Fair Competition

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The NFL shows how a closed market increases competition while a free market only works for a dominant minority The NFL draft may feel a little different this year due to Covid-19 but the rules...
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The Sharpe Ratio Paradox: Why Still Invest In Venture Capital?

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Sharpe ratio is a way of quantifying returns based on risk, specifically it is the average return earned in excess of the risk-free rate per unit of volatility or total risk.There are some limitations,...
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Using Google Search Trends to Predict Initial Jobless Claims

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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...
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Crisis? 3 Ways VCs Adapt

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There is a global crisis going on as I write this article. It’s not the first, it won’t be the last. A lot has been written about how startups should manage themselves in a...
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Climbing the Liquidity Ladder

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Big things are happening with private market liquidity. Just as the tokenization fad crashed and burned, a much bigger wave of PE secondary transactions took off on a hockey stick growth path. The successful efforts...
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Thoughts on the Long Term Winner

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Today we are going to discuss how the long term survivability of a prospective crypto asset is the single best indicator of its investment quality. We will also consider capital’s role in this model...
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Quandl 2020 Alternative Data Conference

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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...
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Could Modern Monetary Theory Save America?

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I Become President For A Day To Apply Modern Monetary Theory (MMT) To The US Economy Politicians and academics are making dramatic claims about MMT. I apply it to the 2018 US economy and learn...
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The Best Way to Use Stock Market Correlations

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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...
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Artificial Intelligence as a Tool for Investing

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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...