Minimum Turbulence Portfolio

Sergey Okun  This article was written by Sergey Okun – Senior Financial Analyst, I Know First, Ph.D. in Economics.

Summary:

  • Economic shocks cause systemic structural changes in financial markets which are expressed in changes in connection between financial assets.
  • Mahalanobis Distance enables us to estimate stock market turbulence.
  • I Know First can help to find the most appropriate assets according to the current macroeconomic environment and systemic structural changes in financial markets.

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Trends in the Hedge Fund Industry

He Xu  This article was written by He Xu – Financial Analyst at I Know First.

Summary:

  • The COVID-19 and inflation, among other variables, may influence the hedge fund movements for the remaining months of 2022.
  • Under the current market volatility, hedge funds performed well.
  • Hedge funds will follow certain trends to achieve continued success, including outsourcing, utilizing technology, and incorporating ESG and digital assets into the portfolio.

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Machine Learning Methods in Stock Price Prediction

Yuxiao YangThis article was written by Yuxiao Yang – Financial Analyst at I Know First.

Summary:

  • Machine Learning Methods help us find patterns from historical data and then apply them to predictions and algorithmic trading strategies.
  • Major Machine Learning Methods in Stock Price Prediction can be divided into Traditional Machine Learning Methods such as regression methods, Deep Learning methods, Time Series Analysis methods, and Graph-Based methods.
  • The I Know First AI algorithm provides us with the tool to select the most promising stocks.

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Warren Buffett’s Portfolio: Investment Philosophy and Holdings

He Xu  This Warren Buffett's Portfolio: Investment Philosophy and Holdings article was written by He Xu – Financial Analyst at I Know First.

Summary:

  • Warren Buffet seeks undervalued securities of companies that have solid fundamentals, strong earnings power, and the potential for continued growth.
  • Warren Buffet focuses on companies’ ROE, debt-to-equity ratio, and profit margins for a long time when analyzing companies’ performance.
  • Berkshire shares generated a compound annual return of 20.1 percent from 1965 to 2021, compared to 10.5 percent for the S&P 500.

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Where Chaos is Born

Sergey Okun  This article was written by Sergey Okun – Senior Financial Analyst, I Know First, Ph.D. in Economics.

Summary:

  • We can detect chaos even in a system in which everything seems determined.
  • Lorenz attractor provides evidence that there is order behavior in a chaotic system.
  • If the stock market is chaotic, it does not mean that it is not predictable, and I Know First provides stock market forecasts based on chaos theory approaches.

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Current Status of AI Adoption

He Xu  This Current Status of AI Adoption article was written by He Xu – Financial Analyst at I Know First.

Summary:

  • AI adoption is increasing and the benefits are substantial with its widespread application in business.
  • In addition to adopting more basic and advanced practices, businesses are also using cloud computing more effectively and allocating their AI budgets more wisely.
  • Companies take part in a variety of initiatives to mitigate their AI-related risks.

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S&P 500 Bear Market Recovery

He Xu  This S&P 500 Recovery article was written by He Xu – Financial Analyst at I Know First.

Summary:

  • From Jan 3rd to June 16th, 2022, S&P 500 fell 23.55%, this is the weakest return since 1970.
  • There have been 9 bear markets between November 1968 and July 2022.
  • Inflation conspired to produce the stock market's worst first-half performance (2022.01.03-2022.07.15) since 1970.

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Volatility Scaling with Autocorrelation

Sergey Okun  This article was written by Sergey Okun – Senior Financial Analyst, I Know First, Ph.D. in Economics.

Summary:

  • Autocorrelation enables us to estimate the volatility of an investment portfolio in a more precise way.
  • The S&P 500 returns characterize by negative autocorrelation which means that the S&P 500 has a less grade of risk than the estimation based on the assumption of stock returns independency.
  • The I Know First AI algorithm provides us with the tool to select the most promising stocks.

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