Earnings Capture Using AI for Forensic Accounting of Footnotes

The markets have soared in the past two weeks with word of tariff relief.  It was accompanied by reduced concern about a potential recession and greater confidence in US corporate earnings engines. Adding to this optimism is that corporate administrative costs in dealing with regulatory red tape and fears of SEC fines have been relegated … Read more

The Many Dimensions of Technology ETFs and the Stocks They Hold

The US Stock Market, led by technology, has outperformed most expectations this year. Going into Memorial Day weekend, SPY, the most popular S&P 500 ETF, has risen more than 10%. That’s a very impressive number in the face of many of the best-known strategists predicting a down year for the major index in 2023.   As … Read more

AI, ETFs and Stock Picking

Artificial intelligence (AI), the concept that a machine created brain could outperform the human brain, has fascinated and terrified humans since the days of Jules Verne.  Real life examples such as Deep Blue defeating Chess Grandmaster Gary Kasparov and IBM Watson defeating Ken Jennings at Jeopardy intrigues us even more.  Machine learning techniques, expert algorithms … Read more