11
May
2018
Surprising and inevitable stories
Like me, a couple of people at the Bank of England have also been messing around with text mining and machine learning. In a Working Paper called “Sending firm messages: text mining letters from PRA supervisors to banks and building societies they regulate” They look at linguistic patterns in financial language. In their case the... Read More
5
Apr
2018
Wood from the Trees
So large technology companies look at what we reveal about ourselves and use it for their gain? I’m trying the opposite, looking at what companies reveal about themselves…and trying to use it for my own gain. Analysing the text of company financial statements, maybe there are patterns and relationships, not obvious at first glance –... Read More
16
Mar
2018
Network margins with growth
I got talking to a friend about Metcalfe’s Law: that the value of a network grows at the square of the number of connected users. That is, as users grow in a linear fashion 1,2,3,4,5 the value grows exponentially 1,4,9,16,25. My friend is a hipster barman, but he used to work for an Australian telco,... Read More
23
Feb
2018
Those who fear a loss
But those who speak know nothing And find out to their cost Like those who curse their luck in too many places And those who fear a loss – Sting, Shape of my Heart Most people can accept that quantum physics is uncertain. But I’ve been trying to explain finance to someone who is... Read More