The Olympic spirit for forecasting

The Olympic spirit for forecasting

The Olympics finally finished, and the Paralympics are about to begin. I managed to go to some of the Olympic football matches in both Lyon (in the photo above) and Nice. The vibe in general was very good, and you could see there was a lot excitement about the...
Eleven years of independence

Eleven years of independence

Regrets become ever more edged with the passing of time. Recalling a time long gone, when perhaps a decision made, was not the decision you should have made, wastes little more than energy. By contrast, reflection on the past, peppered with both good and bad...
The human part of machine learning forecasts

The human part of machine learning forecasts

I’ve seen a few videos showing a robot making a burger (here’s one of RoboBurger for example). It seems pretty impressive that a machine can create a fresh burger. However, one thing seems missing in those videos. How do the ingredients get there? That...

Takeaways from Eagle Alpha London 2024

Over the years the number of datasets which have come to the market have increased significantly. How do data buyers in the buy and sell side find such data? One way has been to approach individual sources of data, whether it is data vendors or corporates, ie. through...
Takeaways from Berkshire Hathaway 2024

Takeaways from Berkshire Hathaway 2024

It’s springtime in Omaha. It can mean only one thing, the Berkshire Hathaway shareholder meeting is back in town. It is a relatively unusual event in the financial calendar. Whilst obviously the primary purpose is to discuss how Berkshire Hathaway has been...
Using experience in financial research

Using experience in financial research

I end up buying a lot of books. Inevitably, I end up reading far fewer books than I end up buying. The unread books peer at me from my bookcase, knowing they’ll likely never be read. One book which I bought recently and immediately started reading was the...