Managing Risk in alternate market data

This last week a report from Bloomberg News of a prominent alternate market data provider being fined by the SEC due to alleged stock promotion scams brought to light a potential risk when using alternate market data. Combined with the ever present concept of fake news these are cautionary tales that financial institutions and traders must extend […]

MIFID II bringing research unbundling and new forms of research to the U.S.

MIFID II’s research unbundling requirements begin to take full effect in 2018 and global asset management firms are responding by standardizing their approach across regions. As these global firms continue to adapt to the ever changing regulatory environment; Greenwich Associates recent report covered by The Trade “found large buy-side firms with a presence in multiple […]

MIFID2 Provides Buy-side with opportunity to explore valuable independent research

“The unbundling of research and execution entailed by MiFID2 is going to overhaul the whole research industry…” – Guillaume Andreu In the timely and insightful article on LinkedIn “Unbundling of research and execution induced by MiFID2 spawns the rise of FinTechs on ​​the research market” by Guillaume Andreu, FinTech firms in the research arena as well […]

5 years from now trading will look nothing like today

Fintech continues to grow exponentially and the current as well as future impacts technology will have on financial markets is tremendous.   Technological Acceleration – Creating Challenges and Opportunities From decimalization to the current tick pilot as just two example – the electronification of the markets in the last 16 years has continued to accelerate. Along […]

Turn agenda setting theory into alpha opportunity

What is agenda setting bias or theory? Why does agenda-setting bias matter to investment management firms and hedge funds when making trading choices or managing risk? How can financial market participants overcome or mitigate this agenda setting bias? Why is agenda setting theory important in the financial markets? Now that we know what agenda-setting bias […]

Financial Market News Dramatic Headlines Hide Detail

“Dow drops more than 350…” stated Yahoo Finance on Friday Dec 18, 2015.  Eye catching? Yes. Dramatic? Most definitely. Useful financial market or trading information? Possibly. While this article contains much more detail and useful information for traders and investors. Readers today quite often stop at the headline – missing out on useful and actionable […]

Are you using the right tools to trade the news?

Every trader has their favorite trading platform, stock charting tool, news site for stocks and finally their key technical analysis or fundamental data indicators. Using news as a quantified input into the trading process has always been a tremendous endeavor and one quite often reserved for only the largest Wall Street brokerages capable of spending […]

Charting for news sentiment improved

Traders have been using RelateTheNews charts to enhance their entire trading process with critical daily news information. These charts are available in 7 day, 15 day, 30 day and 60 day increments. The exciting thing about monitoring news sentiment to better enable investment identification, trading and risk management is that the news cycle is 24 […]

Keys to a good trading strategy

In “Building an Algorithmic Trading Strategy” by Tad Slaff the key components of creating an algorithmic trading strategy are concisely highlighted and discussed. The points he highlights (Idea, Test,Trade with a pertinent aside to risk management) are all key components of any (manually or algorithmically implemented) trading strategy or investment strategy. Real-time news analysis with […]