ecosystem map

Inspired by Renaissance Technologies: In Pursuit of the Omnitrade (and an Upgraded Map)

Inspired by Renaissance Technologies - as described in Greg Zuckerman's book, "The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution - Alphacution leverages the concept of "factor dimensionality" to make a significant enhancement to its ecosystem map framework.

By |2021-03-11T01:58:12-05:00March 4th, 2021|For Subscribers|

Tom Brady, Louis Bacon and the Game Changers

“From the point of ignition to the final drive, the point of the journey is not to arrive.” - Neil Peart   New clues are emerging on the nature and pace of change... Here's the setup: Unlikely and unexpected virtuosity often serves as the catalyst for a dynastic run of success. Moreover, legend has it, that it's usually the will over and above the skill that fuels the initiation and duration of that run. While skills eventually decay, it's the will to keep finding a way to win - to distinguish oneself or team relative to the competition - that's the defining factor. Of course, whether it be a football field or a market landscape, like a moving sidewalk, everything happens as the ground is constantly shifting below our feet. What happens to Tom Brady next, I'm not here to predict. He is merely a reliable hook to drag your attention to this point in the story because the debate about whether his game has changed to favor running, mobile [...]

By |2020-08-17T07:14:02-04:00January 23rd, 2020|For Subscribers|

BlackRock, Bridgewater, Citadel: The Decline of Speculation at Scale

"Capitalism has defeated communism. It is now well on its way to defeating democracy." - former HBS professor, David Korten “The most important question facing humanity is this: Can we reach global empathy in time to avoid the collapse of civilization and save the Earth?” - Jeremy Rifkin, principal architect, "The Third Industrial Revolution   "...Bizarre..." and "...inscrutable..." is how one notable content aggregation platform has recently described Alphacution's work (after we maxed out their popularity scores with the articles in question - and while being the youngest research and advisory group to be competing for attention with the likes of the Wall Street Journal, Bloomberg News and the Financial Times, among many others). On that score, I'd say we're punching well above our weight class. But, with this - uh - compliment, it seems like as good a time as any to pause for a minute and perform a few extra Mark 'The Bird' Fidrych moves on the mound before making the pitch for today's (1st Mad Lib here) [...]

By |2020-10-05T21:30:09-04:00October 24th, 2019|Open|