Analysis, data, and ideas for investment professionals.
Eight criteria professional investors use to evaluate research quality — variant perception, falsifiable thesis, multi-method valuation, explicit scenario weights, substantive risk analysis, quantitative peer benchmarking, internal consistency, and a catalyst map.
Signal decay, vendor evaluation criteria, build vs. buy, and cost-adjusted alpha — how PMs actually select and deploy alt data.
February 202654+ roles open at D.E. Shaw alone, $188K–$350K year-1 comp, and 24 hours to prove you belong.
February 2026Stock dropped 5.5% despite beating consensus by $7B. Our supply-chain model nailed the guidance.
Eight criteria professional investors use to evaluate research quality — and why most coverage fails at least three of them. Variant perception, falsifiable thesis, multi-method valuation, scenario weights, risk analysis, peer benchmarking, consistency, and catalyst maps.
Read → March 2026Signal decay, vendor evaluation criteria, build vs. buy, cost-adjusted alpha, and the legal risks most PMs underweight. A practical 2026 guide for funds evaluating or expanding alt data programs.
Read → February 202654+ roles open at D.E. Shaw alone, $188K–$350K year-1 comp, and 24 hours to prove you belong. What the case study actually tests, how to beat the clock, and where to find the jobs.
Read → February 2026Stock dropped 5.5% despite beating consensus by $7B. Our supply-chain model nailed the guidance. Here's what the earnings call reveals about Rubin, the sell-the-news pattern, and where NVDA goes from here.
Read → February 2026Bottom-up CoWoS and HBM analysis projects $73–78B Q1 guidance vs. Street's $71B. Full scenario framework inside.
Read → February 2026$6.06 trillion AUM, multi-strategy dominance, fee compression, technology spend, quant talent wars, and geographic shifts — the complete landscape for institutional investors.
Read → February 2026Inside the $11.65 billion market projected to reach $135 billion by 2030 — who's spending what, the 7-stage evaluation process, and why signal decay changes everything.
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