Blog
Field notes on alternative data.
What the filings actually say, how the pipelines are built, and which signals survive contact with a backtest.
Research7 min read
Wikipedia pageviews are a retail attention index
A free daily count of who is looking a company up. It forecasts volatility, not direction — and the baseline is the entire signal.
Read postEngineering8 min read
We deleted most of our MCP tools and the agent got better
One tool per endpoint does not scale past about a dozen. Here is what we replaced it with, and what each decision cost.
Product4 min read
Why we built HedgeFriend
Public-domain data is free, but it is not cheap. Here is the friction we set out to delete.
Research6 min read
Reading Form 4: what insider filings do and don't tell you
Insider buys are a noisy signal until you strip out the scheduled sales. A short field guide.
Data5 min read
Your macro backtest is probably cheating
Most macro series are revised after publication. If your history stores only the latest value, you are trading on numbers nobody had.