2/2/2026, 9:00am What do the 12 strategies we developed this summer and blogged about here say as we head into February 2026? Before we share that let us first note that the strategies utilize volatility constraints ranging from 10% to 20%, and ticker concentration constraints ranging from 3% to 10%. VecViz has no idea where your risk […]
VecViz vs Sigma Based MVO Ticker Weights at 1/31/2026 Read More »
We are always wary of the potential for decay in the performance of VecViz’s suite of machine learning-based analytics, especially since we have done zero retraining. Thus, we are somewhat surprised that 2025 was perhaps the strongest consecutive 12 months for individual metric performance.in VecViz’s nearly four year out of sample performance period, Here we
2025 VecViz Analytics Performance Review Read More »
Strong December 2025 performance driven by P/E Ratio and V-Score criteria If purchased at the closing price of 12/10/25, the average of the 19 tickers in our 12/9/ 2025 close-based OpenBB filter returned 7.43% through the 1/12/26 close. This compares favorably with both the SPY, with a price return of 1.10% for the same period,
VecViz on OpenBB Filter: Dec2025 review/ Jan2026 Update Read More »
What do the 12 strategies we developed this summer and blogged about here say as we head into 2026? Before we share that let us first note that the strategies utilize volatility constraints ranging from 10% to 20%, and ticker concentration constraints ranging from 3% to 10%. VecViz has no idea where your risk tolerance
VecViz vs Sigma Based MVO Ticker Weights at 12/31/2025 Read More »
December 10, 2025 With year end approaching and debate as to whether there is an “AI bubble” all over financial media, we wanted to update the idea generation analysis we did using OpenBB’s Workspace back in August using 8/26/25 closing price based analytics (see youtube vid embedded below), and see if it generates any Mag7
Filtering VecViz on the OpenBB Workspace Amidst AI Bubble Concerns Read More »
December 10, 2025 We are approaching year-end amid widespread discussion of a potential “AI Bubble”. Let’s run the OpenBB Workspace facilitated analysis we posted on for AAPL this last summer (video embedded at end of note) for NVDA, to see if there is any unusually large disconnect between the market and fundamental based expectations for
NVDA Px Targets vs. Upside Px Probabilities via OpenBB Read More »
See the video below for discussion of this issue and an intitial exploration of the intersection via VecViz’s new App for the OpenBB workspace. Here is a pdf of the Gemini 2.5 Deep Research paper on the state of academic and industry research discussed in the video:
Fundamental vs. Quant Price Distribution Case Study Read More »
Posted this video on X/Twitter under @vecvizanalytics pre-market on the morning of 5/19/25 with the comment $TLT as of the 5/16/25 close, reviewed using systematic channel analysis, machine learning, and narrative in vide below. Pre-market on 5/19 TLT is at the 0.382 level of Nov2019/ Dec2023/Jan2025 anchored vs10. #stocks #analytics #quantfinance #charts We intend to
TLT as of 5/16/25, followed by methodology Explanations Read More »
Posted this video on X/Twitter under @vecvizanalytics on the morning of 5/16/25 with the comment “Do you agree that 593 is likely tough resistance?”. We intend to post case studies on X/Twitter first, to establish a “time-stamp”, then add the content here. If you are interested in methodological linkages to established quant finance principles, a
SPY at the 5/15/25 close, Followed by methodology Explanations Read More »
Posted this video on X/Twitter under @vecvizanalytics pre-market on the morning of 5/15/25 with the comment “$UNH chart looks like TDG circa March 2020 as per Vector Model chart shape metrics. That would be a good thing bulls over 3m-6m. Conversely, if UNH has truly “leveled down”, we show the case for settling in at
UNH at the 5/14/25 close, followed by methodology Explanations Read More »