The research side of Pickel Fintech keeps the thinking public. It covers portfolio management, valuation, alternative investments, data, neural networks and the practical questions between them. Read it at pickel.io.
Five-paragraph posts discussing current events. A format for fast, high-signal thinking that moves from premise to insight with minimal filler and clear logic.
Read on pickel.io Updated continuouslyA live record of how market ideas become portfolio decisions: investment views, performance and Souppe's portfolio risk analysis working together.
Open the Investment Desk October 2024A structured exploration of decentralized assets, ownership, value transfer and financial autonomy.
Read on pickel.io April 2024A deep dive into the theory and practice of portfolio management. Thinking, psychology and the frameworks that shape how portfolios are constructed.
Read on pickel.io January 2024An in-depth exploration of the methodologies and insights that drive asset valuation, as learned over a career in finance and consultancy.
Read on pickel.io September 2023A direct link to societies and economies. Encompassing lessons learned over a career in alternative investments and the CAIA charter.
Read on pickel.io January 2023Lessons from building real-estate and car classifieds scrapers in Python, among other projects, from data collection to cleaning and use.
Read on pickel.io December 2022An overview of neural networks through a model built from scratch for stock trading. Theory, architecture and practical implementation.
Read on pickel.io