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Machine learning is getting better, but has much to learn
Last week, I discussed the tremendous risks of overfitting algorithms to noisy data and the potential to create seemingly profitable investment…
Aug 20, 2019
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Joachim Klement
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Machine learning is getting better, but has much to learn
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The big risk of big data
One of the benefits of the 21st century is the availability of large amounts of data that can be analysed quickly. Big data, in combination with AI, has…
Aug 13, 2019
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Joachim Klement
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The big risk of big data
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The Hitchhiker’s Guide to Investment Research, Part 5: The Two Razors
Everyone who read the Hitchhiker’s Guide to the Galaxy knows there are five parts in this trilogy of four. So, naturally, my Hitchhiker’s Guide to…
Aug 3, 2022
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Joachim Klement
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The Hitchhiker’s Guide to Investment Research, Part 5: The Two Razors
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Outfoxed
I have written before about the observation that factor returns and smart beta funds tend to show much lower returns after a factor has been published…
Nov 9, 2021
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Joachim Klement
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Outfoxed
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Don’t bother forecasting the next 12 months
The title of this post may lead some readers to conclude that in the current environment, there are so many uncertainties that it is impossible to…
May 19, 2022
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Joachim Klement
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Don’t bother forecasting the next 12 months
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Build back better
Last week, I have written twice about the poor performance of forecasts in general and in recent years due to the extreme shocks from the pandemic…
May 24, 2022
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Joachim Klement
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Build back better
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