The Fourth Law
Lift Off
Isaac Newton famously said “I can calculate the motion of heavenly bodies, but not the madness of people.” An apt analogy for the fickleness of markets that could conceivably find its place among his other three Laws of Motion.
While it was a sentiment shared over three centuries ago it is as applicable now as it was then. The market is as inevitable as it is unpredictable, but rest assured, all is not lost, for there are ways that can help to navigate the uncertainty. Just as Newton's laws provide a framework to understand the physical world, we can apply considered and intuitive analysis to understand the financial world.
Motion and Madness strives to extract wisdom from the tapestry of financial markets by harnessing the power of data analysis. Its mission is to provide accessible insights that strike a balance between clarity and sophistication, avoiding the pitfalls of overcomplication. Drawing upon experience in the realms of investments and data science, this newsletter aspires to not only enlighten but also captivate those who venture into this world. Whether seeking to augment one's knowledge or simply reveling in the fascination of financial intricacies, readers are invited to embark on this enlightening journey.
With your subscription you will receive:
At least two market reports to your email every week detailing the performance of various asset classes and the equities market
Monthly research, analysis and insight pieces on topical themes within the market
with a premium subscription you will receive:
An additional cross-asset report every week
Access to exclusive research, analysis and visualizations every month
AI assisted insights on unstructured datasets such earnings transcripts, annual statements and websites
Let’s Begin.
"If you don't keep learning, other people will pass you by. Temperament alone won't do it. You need a lot of curiosity." - Charlie Munger