5
Oct
2018
Signals in obfuscation
A reader of this blog contacted me to suggest that when I look at financial text, instead of trying to analyse stories, I could instead test for “readability”. The idea being that the more readable a text, the clearer the strategy then the better the company might perform. Or indeed the more jargon, obfuscation and... Read More
11
Sep
2018
Then it fell apart
“I’ve seen so much in so many places So many heartaches, so many faces” – Moby Extreme Ways Inspired by Marc Rubinstein, who I used to work with before he went on to big hitting hedge fund manager – I thought I’d write about my memories of the 2008 banking collapse. For me it started... Read More
21
Aug
2018
Lying for money
The heatwave means that recently I haven’t been sitting in front of a computer much. Instead I’ve just finished reading Dan Davies delightful book “Lying for Money”. Dan and I used to be competitors, so I know him to chat to over coffee and biscuits before (mostly dull) company presentations. I’ve been toying with... Read More
29
Jun
2018
Technology and zero sum games
Music Festivals. The World Cup. Beach volleyball. Bike rides. Beer gardens. I’ve been taking time to enjoy the summer. Not spending much time in front of a computer analysing financial language and stories. I’ve not been entirely idle though. I have also been contemplating what success might look like: maybe in ten years no human... Read More