September 5, 2022A Case for AI‑Automation and RoboticsA Few Notes For simplicity I will refer to the large umbrella of AI-automation and robotics as AAR, as the former is a mouthful. My definition is inclusive of nascent automation software already available up to sophisticated physical robotics driven by…
August 14, 2022The Role Alternative Data in Investment Research & ManagementIntroduction The alternative investment management community has and is going through a radical transition in the way they research and choose their investments; a transition which will most certainly lead to winners and losers, one I am a part of. Below I…
July 7, 2022A Journalistic Integrity ProblemIn our everyday lives we are subjected to an enormous quantity and variety of data via news editorials. We must then interpret this information to develop our greater view of the world and its state. Casually observing the daily headlines, I have…
July 5, 2022Follow the Research, Not your EmotionsThere appears to be a level of legitimacy based around fundamentals and investment research whose disintegration seems to be accepted more as each day passes. It is yet another part of an increasingly logic-defying investment environment. One of the odder…
April 27, 2022The Twitter Saga and Argument PitfallsI want to preface this post by emphasizing that, although I respect Elon Musk and his work enormously, I am not a blind cult-follower. I do not spend the majority of my time talking or thinking about him and his next moves; this post is objective. The…
April 11, 2022Dreams of Next Gen Preventative HealthcareI stumbled upon an interesting article describing researchers at John Hopkins University who successfully implemented an AI-based approach to predicting the likelihood of cardiac arrest via the analysis of cardiac imagery. It got me thinking: Our bodies…
June 1, 2021DisclosurePreface For most of my life, the topic of UFOs was either something belonging exclusively to Hollywood or visions of the mentally unstable. Today, however, the world is different. We now have verified, concrete, and tangible data that while the United…
April 25, 2021Pot of GoldNothing can ever go wrong while carrying within you a constant and genuine kindness, compassion, and empathy for those around you. The concept of happiness is a funny one in that we have been taught it is like a pot of gold at the end of rainbow we must…
April 7, 2021The Humbling of Scientific ResearchI stumbled upon an article in the NYTimes: Finding From Particle Research Could Rewrite Known Laws of Physic , which speaks to newly discovered subatomic particle behavior that seems to defy our textbook physics. It immediately struck me as a topic worth…
August 17, 2020The Fallacy of Reality| Reality: the quality or state of being real | Our lives and everything contained within them function on the basis of our conceptualized reality. We make our decisions based upon what is real: what is factual and what is tangible. Our friends, our…
December 17, 2015The Most Powerful Skill: StorytellingNEVER PRESENT COMPLEXITY A few weeks ago, a senior executive at my firm told me a funny story about a meeting he had been attending with several top talent data scientists. This team of data savvy PhDs’ were tasked with answering several business questions…
September 14, 2015The Analyst of the FutureIt’s not headline news that the amount of data individuals and firms produce is and will continue to grow exponentially. It’s also not headline news that the cost of storing and accessing this data is increasingly cheaper. It’s hard to imagine but once…
