Will the UK be the First Domino to Fall in a Year of Populism, Bear Markets, and Black Swans?

"For the 'political' times, they are a-changin" Populism is spreading like wildfire. The political and economic landscape across the western world is shifting. The EU is beginning to fracture under the weight of discontent. Italy’s populist parties helped pivot a referendum result in December that forced Prime Minister Matteo Renzi to resign. The Netherlands and [...]

By | 2018-02-01T19:53:11+00:00 March 13th, 2017|Article|0 Comments

AlphaQ: Investigating the Woozle effect

Woozle may not be an academic term with which you are familiar, but watch this space, literally. Nearly a year ago, Mark Pacitti, and Charlie Ellis founded Woozle Research, a solution to the Woozle effect theory of evidence by citation, whereby a finding gets repeatedly quoted until taken as the truth. Disambiguation is another term [...]

By | 2018-02-01T19:53:11+00:00 February 19th, 2017|Article|0 Comments

MiFID II: “If we knew what we were doing, it wouldn’t be called research”​

“If we knew what we were doing, it wouldn’t be called Research” Albert Einstein The market for investment research is on track for cataclysmic change in less than 342 days. The MiFID II rules on inducements are the latest in a long running series of regulator attempts aimed at strengthening the framework for inducements to [...]

By | 2018-02-01T19:53:11+00:00 January 25th, 2017|Article|0 Comments

Woozle Hunting: In Search of the Facts

"Knowledge is power only if man knows what facts not to bother with" Robert Staughton Lynd A Woozle is an imaginary character in A.A. Milne’s book Winnie-the-Pooh, published in 1926. In chapter three, “In which Pooh and Piglet Go Hunting and Nearly Catch a Woozle”, Winnie-the-Pooh and Piglet start following tracks left in the snow [...]

By | 2018-02-01T19:53:11+00:00 January 22nd, 2017|Article|0 Comments

Lessons in Stock Picking from Hollywood: Mel Brooks, Gene Wilder, and the Theatre of the Absurd

The global box office generated over $38 billion dollars last year, up 5% on 2014’s total and 18% in the five years from 2011 to 2016. Despite the success of the international film industry and outsized profits that are available to astute investors who are able to identify films that will resonate with viewers, industry [...]

By | 2018-02-01T19:53:11+00:00 December 21st, 2016|Article|0 Comments