Python-bloggers

The CBOE’s SKEW index has attracted some headlines among the press and blogosphere, as readings approach levels not see in the last year. If the index continues to draw attention, doomsayers will likely say this predicts the next correction or bear ...

R and Python, the “dynamic duo” of data science, are both free, open-source programming languages. That means that there’s no “vendor” in the sense that, say, Microsoft owns Excel. This can make getting started with these programs a little trickier: there are several ways to install them, often multi-step, ...

In our previous post we ran two investing strategies based on Apple’s last twelve months price-to-earnings multiple (LTM P/E). One strategy bought Apple’s stock when its multiple dropped below 10x and sold when it rose above 20x. The other bought t...

The world of data science is evolving, and it's changing rapidly. In the good old days, all your data was readily available in a single database and all you needed to know as a data scientist was some R or Python to build simple scripts. I, for one, r...

In our last post on valuation, we looked at whether Apple’s historical mutiples could help predict future returns. The notion was that since historic price multiples (e.g., price-to-earnings) reflect the market’s value of the company, when the mult...