Welcome

Observation, experience, memory and mathematics – these are what a successful trader must depend on (Jesse Livermore, Reminiscences of a Stock Operator).

With that in mind, I have started this blog to reflect on and share my research as well as to keep a memory of it. I believe that in order to be successful investor one must ask his own questions and form his own opinions without the influence of other peoples spectacles.

For now, I will focus signal research and model development across asset classes, portfolio construction and global macro. I will also be reflecting on specific market developments and books.

Thanks for reading.

NGA