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:

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

October 18, 2012

Notes on Hadoop adoption and trends

With Strata/Hadoop World being next week, there is much Hadoop discussion. One theme of the season is BI over Hadoop. I have at least 5 clients claiming they’re uniquely positioned to support that (most of whom partner with a 6th client, Tableau); the first 2 whose offerings I’ve actually written about are Teradata Aster and Hadapt. More generally, I’m hearing “Using Hadoop is hard; we’re here to make it easier for you.”

If enterprises aren’t yet happily running business intelligence against Hadoop, what are they doing with it instead? I took the opportunity to ask Cloudera, whose answers didn’t contradict anything I’m hearing elsewhere. As Cloudera tells it (approximately — this part of the conversation* was rushed):   Read more

September 24, 2012

Notes on Hadoop adoption

I successfully resisted telephone consulting while on vacation, but I did do some by email. One was on the oft-recurring subject of Hadoop adoption. I think it’s OK to adapt some of that into a post.

Notes on past and current Hadoop adoption include:

Thoughts on how Hadoop adoption will look going forward include: Read more

July 28, 2012

Some Vertica 6 features

Vertica 6 was recently announced, and so it seemed like a good time to catch up on Vertica features. The main topics I want to address are:

Also:

In general, the main themes of Vertica 6 appear to be:

Let’s do the analytic functionality first. Notes on that include:

I’ll also take this opportunity to expand on something I wrote about a few vendors — including Vertica — at the end of my post on approximate query results. When I probed how customers of Vertica and other RDBMS-based analytic platform vendors used vendor-proprietary advanced analytic SQL and other analytic capabilities, answers included: Read more

July 15, 2012

Issues in regulatory compliance

From time to time, I hear of regulatory requirements to retain, analyze, and/or protect data in various ways. It’s hard to get a comprehensive picture of these, as they vary both by industry and jurisdiction; so I generally let such compliance issues slide. Still, perhaps I should use one post to pull together what is surely a very partial list.

Most such compliance requirements have one of two emphases: Either you need to keep your customers’ data safe against misuse, or else you’re supposed to supply information to government authorities. From a data management and analysis standpoint, the former area mainly boils down to:

The latter, however, has numerous aspects.

First, there are many purposes for the data retention and analysis, including but by no means limited to: Read more

July 2, 2012

Introduction to Yarcdata

Cray’s strategy these days seems to be:

At the moment, the main diversifications are:

The last of the three is what Cray subsidiary Yarcdata is all about. Read more

June 18, 2012

Introduction to MemSQL

I talked with MemSQL shortly before today’s launch. MemSQL technology basics are:

MemSQL’s performance claims include:

MemSQL company basics include: Read more

May 28, 2012

Quick-turnaround predictive modeling

Last November, I wrote two posts on agile predictive analytics. It’s time to return to the subject. I’m used to KXEN talking about the ability to do predictive modeling, very quickly, perhaps without professional statisticians; that the core of what KXEN does. But I was surprised when Revolution Analytics told me a similar story, based on a different approach, because ordinarily that’s not how R is used at all.

Ultimately, there seem to be three reasons why you’d want quick turnaround on your predictive modeling: Read more

May 21, 2012

Cool analytic stories

There are several reasons it’s hard to confirm great analytic user stories. First, there aren’t as many jaw-dropping use cases as one might think. For as I wrote about performance, new technology tends to make things better, but not radically so. After all, if its applications are …

… all that bloody important, then probably people have already been making do to get it done as best they can, even in an inferior way.

Further, some of the best stories are hard to confirm; even the famed beer/diapers story isn’t really true. Many application areas are hard to nail down due to confidentiality, especially but not only in such “adversarial” domains as anti-terrorism, anti-spam, or anti-fraud.

Even so, I have two questions in my inbox that boil down to “What are the coolest or most significant analytics stories out there?” So let’s round up some of what I know. Read more

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