Programming vs. machine learning
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It’s not EVs that get ya, it’s the efficiency standards
In 2015/2016, my team did a deep assessment on what uptake of EVs might do to oil demand. What we found was that efficiency standards...
Assessing the opportunities
You are faced with three opportunities: A consulting project that involves a sector and approach which you have done before A new advisory project in...
Words to trade by
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‘Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World’ by Tom Wright and Bradley Hope
One of the elements of modern finance that I think is least appreciated is the sheer amount of financial churn (i.e. money changing hands) that...
Space humans will have to be different but the politics will be the same
I am up to the 6th book in The Expanse series. Lots to consider but I am impressed by the human evolution and geopolitical considerations....
For predictive insight, find the Cassowary metric
One of the best feelings from the analyst days was the moment when you finally ‘got it’ about what factor makes a particular company or...
Fast learners
How do you learn fast? Firstly, find someone who has undertaken a venture and listen to the chain of events. Consider what was known in...
The best scenario analysis explanation
Scenario analysis focuses on the areas of greatest uncertainty for an operation, systematically develops several plausible alternative future environments in which the operation might be...
5 Star Life
In this blog, I have noted my fascination with incentives. So I want to ‘step out’ a particular set of incentives. Now this exercise is...