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  • From patents to profit: Predicting stock market success

    Tech giants continue to dominate the innovation landscape, securing the lion's share of patents issued in 2024. We review a paper that explores the relationship between tech company patent activities and stock market performance, going beyond traditional stock forecasting. The authors model the number of applications, the diversity of patent categories and their impact on stock price dynamics and volatility.
    Literature Review 3 Feb 2025
  • February notebook: Scraping woes + payment flows

    As we enter the Year of the Snake—a time of transformation, reinvention, and renewal—recent shifts in AI, search, and politics couldn’t be more fitting. Let’s explore…
    Tidbits 3 Feb 2025
  • People Moves, January 2025: JPMorgan, BNamericas, FIS

    In this month’s roundup, JPMorgan hires a new Executive Director of Vendor Management, BNamericas promotes a new CEO, and FIS appoints to its Enterprise Data and AI team.
    News 30 Jan 2025
  • The Bitcoin boom: Will the bull prevail?

    This report summarises potential correlations between alternative datasets and Bitcoin prices, including insights from Wikipedia search trends and dark pool activities.
    Intelligence 28 Jan 2025
  • China issues first judgement on cross-border personal data transfer

    In late 2024, the Guangzhou Internet Court published the first judgment in China on the cross-border transfer of data under the Personal Information Protection Law (PIPL).
    Sentry 27 Jan 2025
  • New Google update blocks SEO tools

    In a new update, Google has reportedly disrupted some SEO tools’ ability to rank searches.
    News 23 Jan 2025
  • Trump II: Tensions, trade and tweets

    As we enter into Trump’s second term in office, markets and investors are unsure of what to expect. Throughout his campaign, Trump announced his “America first” approach, suggesting drastic policy changes including new tariffs, deregulation and global conflict.
    Intelligence 21 Jan 2025
  • The Signal, January 2025: Data providers and the TikTok ban

    This month’s alternative data insights include the US TikTok ban and its impacts, both predicted and unpredicted. 
    Signal 21 Jan 2025
  • How would a US-China trade war affect firm performance?

    Uncertainty regarding future trade policy is at an all-time high, with US President Donald Trump taking office this month. As a result, we examine the findings of a research paper that studies the impacts of uncertainty the previous Trump-era trade war with China in 2019 had on Chinese firm performance.
    Literature Review 21 Jan 2025
  • What might 2025 hold for the investment data landscape?

    With 2025 already underway, we look to what the year might hold for the data markets. In this report, we discuss four trends which may shape 2025’s data landscape: tariffs, macroeconomic uncertainty, regulatory changes and ongoing wars. In addition, we outline a handful of datasets with a heightened risk of discontinuation.
    Intelligence 15 Jan 2025
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