Bananas About Inflation
Markets For Good
Nick Eng and Neal Myrick present 3 case studies of enterprising researchers using alternative data sources to estimate macro-economic indicators such as inflation, poverty and purchasing power. Read More
Data-Driven
Business Insider
A new research report from McKinsey suggests that monetizing car data on a global scale could lead to revenues of $450 billion by 2030. At least some of that revenue will come from hedge funds trawling car data for market insight. Read More
Too Many Images, Not Enough Insight
Northern Sky Research
NSR’s Prateep Basu writes that “the earth observation industry is faltering in ground-up market development”: there are too many satellites, and not enough applications for the data they produce. He calls for smart “small data” companies to fill the gap. Read More
Fear And Loathing On Wall Street
Business Insider
Sentiment data may be passé – but what if it’s your own sentiment being measured? Some hedge funds have started parsing chat logs and email threads in real time to identify when their traders are overly emotional, and prone to bad decisions. Sell, Mortimer, sell! Read More
Quantamental Investing Is Here To Stay
Business Insider
In a thoughtful interview, Point72’s head of data Matthew Granade suggests that different modes of investing — fundamental, discretionary, quantitative, and alternative data driven — are converging into a single hybrid style of portfolio management. Read More