Data Trends for Investment Professionals

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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...

Email Receipts used to Forecast Amazon and Uber Revenues

This post is the first in a series called “Alternative Data In Action” (ADIA). Each article in this series will examine a different alternative dataset. We will discuss how the data is sourced, structured and, most importantly, some simple methods for leveraging the data for investment insight. This ADIA looks at electronic receipts. Data scientists Ray McTaggart and Lilian Lau contributed to this post.  The Dataset: Electronic Receipts in Email Where and when people spend their money is invaluable insight for everything from measuring the state of the economy as a whole to studying the success of a single product produced by a single...

Finally: A Comprehensive, Global Foreign Exchange (FX) Volume Database

There is a paradigm change towards increased transparency in the currency market.  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.  CLS’ new FX volume data has been described by one of our customers as “the missing link”.  This post explains why. The Challenge of FX Trading FX is one of the hardest markets from which to profit.  Currencies are incredibly volatile and masquerade as normally distributed only to pop violently in...

The (Weak) Link Between Alternative Data and Inside Information

The alternative data business is an art and a science—in that order. The science—in the form of statistics—kicks in once our quant team gets its hands on a new dataset. There is of course plenty of creativity and innovation in this process: instincts honed from years as quants on Wall Street play a big role in guiding the research process. But the work is grounded in scientific discipline. Before any data mining can begin at all, the mine itself has to be found. Finding data that can potentially yield alpha is very much an art. It involves a continuous conversation...

Upstream Operational Risk Increases with Anadarko’s $2B Purchase

The Quandl data science team now publishes market insights based on analysis performed using Quandl alternative datasets. For information about our alternative datasets, or to request sample data, please see the contact information at the bottom of this post. On Monday, September 12 2016, Anadarko (NYSE:APC) announced it has entered into a definitive agreement to acquire the deepwater Gulf of Mexico assets of Freeport McMoRan Oil & Gas for $2.0 billion. This transaction, set to close before year's end, doubles Anadarko's ownership in the Lucius development to approximately 49 percent. Quandl's Anadarko Production Tracker empowers investors to see real time production performance...

Has the Decline of Oil Affected The Home Depot?

The Quandl data science team now publishes market insights based on analysis performed using Quandl alternative datasets. For information about our alternative datasets, or to request sample data, please see the contact information at the bottom of this post. Quandl has recently secured a partnership with a national provider of property condition data. This partnership gives us access to over 10 billion points of data on U.S. residential and commercial structures. This data offers near real time information on the issuance of building permits for new construction and remodeling with significant granularity and broad coverage.  It appears to be the most...

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