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  • October notebook: Tiny beer + interest rate fear

    Hello! Some market highlights this past month include: Perhaps the largest piece of financial news was Powell’s decision to lower US interest rates, which had been anticipated for months and marked the first lowering of rates in over four years....
    Tidbits 7 Oct 2024
  • September notebook: Crowdsourced data yearnings + Sotheby’s earnings

    Hello! Some market highlights this past month include: All eyes were on Nvidia’s results last month. Despite more than doubling revenues vs last quarter, the stock missed lofty expectations and has performed poorly since. In our world, more ve...
    Tidbits 10 Sep 2024
  • August notebook: Google’s new plan + hot in Japan

    Hello! The recent turbulence in equity markets has led us to put our hindsight hats on once again. Some simplistic thoughts on what datasets could’ve helped identify the trigger points: Getting ahead of the recent manufacturing ISM and employ...
    Tidbits 12 Aug 2024
  • July notebook: Korean consumers + Yodlee rumours

    Hello! Some of the biggest talking points in the research team this past month have been: 1) Growing concerns over the availability of US consumer banking and credit data. This is mainly due to statements from the CFPB over the course of the pa...
    Tidbits 15 Jul 2024
  • June notebook: Beckham's deal + survey reveal

    This month, we're discussing our newly launched Industry Survey, a speedy due diligence product and retro datasets.
    Tidbits 5 Jun 2024
  • May notebook: Carrier fines + B2B shines

    This month, we’re discussing healthcare data issues, mobile carrier fines, a China POS dataset we like and politicians with impressive Sharpe ratios.
    Tidbits 8 May 2024
  • April notebook: PFM’s predisposition + one big acquisition

    Sensor Tower’s surprise acquisition of data.ai has sparked several thoughts in the investment world and wider app space. At the top of my mind was, ‘What drove the sale?’
    Tidbits 16 Apr 2024
  • March notebook: AI rebrand + LNG demand

    Hear from Neudata's head of research's on the hot trends in alternative data this month.
    Tidbits 12 Mar 2024
  • February notebook: Waterbourne flows + InMarket’s woes

    Hear from Neudata's head of research's on the hot trends in alternative data this month.
    Tidbits 12 Feb 2024
  • January notebook: 2023 reflections + 2024 projections

    Greetings, Happy New Year and happy reflection/prediction month. Our two-minute take on the alternative data industry in 2023/24 1) AI in 2023 was more about talk than deployment. Where products were released, they were often designed as a tool t...
    Tidbits 8 Jan 2024
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