Investment research and trading

Discussion of how data management and analytic technologies are used in trading and investment research. (As opposed to a discussion of the services we ourselves provide to investors.) Related subjects include:

September 21, 2014

Data as an asset

We all tend to assume that data is a great and glorious asset. How solid is this assumption?

*”Our assets are our people, capital and reputation. If any of these is ever diminished, the last is the most difficult to restore.” I love that motto, even if Goldman Sachs itself eventually stopped living up to it. If nothing else, my own business depends primarily on my reputation and information.

This all raises the idea – if you think data is so valuable, maybe you should get more of it. Areas in which enterprises have made significant and/or successful investments in data acquisition include:  Read more

May 6, 2014

Notes and comments, May 6, 2014

After visiting California recently, I made a flurry of posts, several of which generated considerable discussion.

Here is a catch-all post to complete the set.  Read more

March 23, 2014

DBMS2 revisited

The name of this blog comes from an August, 2005 column. 8 1/2 years later, that analysis holds up pretty well. Indeed, I’d keep the first two precepts exactly as I proposed back then:

I’d also keep the general sense of the third precept, namely appropriately-capable data integration, but for that one the specifics do need some serious rework.

For starters, let me say: Read more

February 2, 2014

Some stuff I’m thinking about (early 2014)

From time to time I like to do “what I’m working on” posts. From my recent blogging, you probably already know that includes:

Other stuff on my mind includes but is not limited to:

1. Certain categories of buying organizations are inherently leading-edge.

Fine. But what really intrigues me is when more ordinary enterprises also put leading-edge technologies into production. I pester everybody for examples of that.

Read more

April 25, 2013

Analytic application themes

I talk with a lot of companies, and repeatedly hear some of the same application themes. This post is my attempt to collect some of those ideas in one place.

1. So far, the buzzword of the year is “real-time analytics”, generally with “operational” or “big data” included as well. I hear variants of that positioning from NewSQL vendors (e.g. MemSQL), NoSQL vendors (e.g. AeroSpike), BI stack vendors (e.g. Platfora), application-stack vendors (e.g. WibiData), log analysis vendors (led by Splunk), data management vendors (e.g. Cloudera), and of course the CEP industry.

Yeah, yeah, I know — not all the named companies are in exactly the right market category. But that’s hard to avoid.

Why this gold rush? On the demand side, there’s a real or imagined need for speed. On the supply side, I’d say:

2. More generally, most of the applications I hear about are analytic, or have a strong analytic aspect. The three biggest areas — and these overlap — are:

Also arising fairly frequently are:

I’m hearing less about quality, defect tracking, and equipment maintenance than I used to, but those application areas have anyway been ebbing and flowing for decades.

Read more

April 23, 2013

MemSQL scales out

The third of my three MySQL-oriented clients I alluded to yesterday is MemSQL. When I wrote about MemSQL last June, the product was an in-memory single-server MySQL workalike. Now scale-out has been added, with general availability today.

MemSQL’s flagship reference is Zynga, across 100s of servers. Beyond that, the company claims (to quote a late draft of the press release):

Enterprises are already using distributed MemSQL in production for operational analytics, network security, real-time recommendations, and risk management.

All four of those use cases fit MemSQL’s positioning in “real-time analytics”. Besides Zynga, MemSQL cites penetration into traditional low-latency markets — financial services (various subsectors) and ad-tech.

Highlights of MemSQL’s new distributed architecture start: Read more

April 1, 2013

Some notes on new-era data management, March 31, 2013

Hmm. I probably should have broken this out as three posts rather than one after all. Sorry about that.

Performance confusion

Discussions of DBMS performance are always odd, for starters because:

But in NoSQL/NewSQL short-request processing performance claims seem particularly confused. Reasons include but are not limited to:

MongoDB and 10gen

I caught up with Ron Avnur at 10gen. Technical highlights included: Read more

February 13, 2013

It’s hard to make data easy to analyze

It’s hard to make data easy to analyze. While everybody seems to realize this — a few marketeers perhaps aside — some remarks might be useful even so.

Many different technologies purport to make data easy, or easier, to an analyze; so many, in fact, that cataloguing them all is forbiddingly hard. Major claims, and some technologies that make them, include:

*Complex event/stream processing terminology is always problematic.

My thoughts on all this start:  Read more

January 28, 2013

Attack of the Frankenschemas

In typical debates, the extremists on both sides are wrong. “SQL vs. NoSQL” is an example of that rule. For many traditional categories of database or application, it is reasonable to say:

Reasons to abandon SQL in any given area usually start:

Some would further say that NoSQL is cheaper, scales better, is cooler or whatever, but given the range of NewSQL alternatives, those claims are often overstated.

Sectors where these reasons kick in include but are not limited to: Read more

November 13, 2012

The future of dashboards, if any

Business intelligence dashboards are frequently bashed. I slammed them back in 2006 and 2007. Mark Smith dropped the hammer last August. EIS, the most dashboard-like pre-1990s analytic technology, was also the most reviled. There are reasons for this disdain, but even so dashboards shouldn’t be dismissed entirely.

In essence, I’d say:

In particular: Read more

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