Data Trends for Investment Professionals

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Late Birds Get the Worm: Payment Data and Company Strength

In a recent Huffington Post article, Visa’s Head of Global Financial Education Nathaniel Sillin wrote, “Understanding how much it costs to manage a home and the importance of paying your bills on time can help you avoid costly mistakes.” While many readers would likely nod in agreement, Sillin’s sage advice is not as universal as you might think. At least not in the business world. Bloomberg has cited a report by Quandl’s partner Dun & Bradstreet (essentially the Experian and Equifax of the business world), claiming that “For big businesses, . . . things are different. For one thing, they...

Trumping Forex Movements with Volume Data

There have been many reports of statements or actions made by Donald Trump having an effect on the stock market. Planet Money even built a bot that trades based on the US president’s many Twitter musings. Now the correlation between political events and market movement has been confirmed in the foreign exchange world. As reported by Reuters, Quandl’s partner CLS Group recently published a report on the real-time correlations between significant political acts that took place during Trump’s first 100 days in office and currency market surges. After Trump ordered missile strikes on Syria, for instance, CLS data confirmed a...

Bollinger Band Breakout Augmented with Volume

This alternative data in action post looks at the power of currency volume data. CLS has just published the first true global foreign exchange (FX) volume database. Commercially available for the first time via Quandl, this database is the most accurate, most comprehensive and timeliest gauge of currency trading volume ever published. In this post, we present the results of augmenting a well-known FX trading strategy - Bollinger Band breakout - with data from our CLS Daily FX Volume database. This database, along with the CLS Hourly Volume database, offers access to the broadest set of executed trade data in...

Data Monetization: 10 Pitfalls to Avoid

Here at Quandl we get a steady stream of inbound inquiries from companies keen to monetize their data assets to our audience of investment professionals. These data suppliers are not just peddling stock prices or futures or FX data. They are startups and companies born in an era of data ubiquity. They may have satellite data, smartphone or sensor data, logistics data, or business operations data. This is now known as “alternative data” in industry parlance. One belief unites them all: that their data holds value for capital markets. Unfortunately, this is not always the case. Because in life, nothing is ever easy....

How Email Receipts Predicted GoPro’s Q3 Earnings

The street got a big surprise last week when GoPro reported earnings. Shares dropped sharply in Friday morning trading after the company reported a loss of 60 cents per share on $240.56 million in revenue. Analyst expectations were much milder at a loss of 36 cents per share on $314.06 million in revenue. GoPro cited production issues as the cause for both the third quarter miss and the guidance for Q4. Prior to the earnings announcement, most pundits were bullish – or at least neutral –  on GoPro: see MarketWatch coverage, AmigoBulls, and this note from Raymond James. This is...

Are Drones A Legitimate Source of Alpha?

With predictions claiming that the global UAV drones market could reach up to USD 127 billion by 2020, it is clear that the drones industry is tapping into the world’s demand for more data—at faster speeds and greater precision. While many still associate drone technology with the military market, which indeed accounted for almost three-quarters of the US market total in 2015, demand for commercial drone technology has been slowly catching up in the last decade, with a predicted market size of USD 1.05 billion by 2020 and expected growth at a CAGR of 57%.1 Established and Emerging Markets The...

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