The price of AAPL between May 4 and September 12, 2012.  The stock accumulated 12.85% in value over that time. February 10, 2016

Do the returns of high turnover trading offset tax consequences?

January 20, 2016


Commissioner of Internal Revenue, John Koskinen.

Strategies that trade frequently usually have high turnover and are therefore taxed at a higher rate than strategies that hold positions for one year or longer.  In this article we examine the tax consequences for high turnover strategies. keywords: short term capital gains tax, investing, trading

Posted in: public policy, strategy

Could Artificial Intelligence have predicted this correction?

January 15, 2016


To answer that question, we asked our Machine Learning-based forecaster what it thought would happen a month ago.

Big Data & the Value of Shorting: Talk at Vero Beach

January 8, 2016


Quail Valley River Club, Vero Beach, FL.

I was invited by Essex Asset Management to speak about the influence of big data on investment practice in Vero Beach, FL.

Posted in: Uncategorized