Just Another Man's Opinion1
- Momentum Analysis Tool
- 20240801 AAII-SV-CIMI presentation "Momentum Lag Analysis" - html - What is the structure of Lags through time and by universe?
- 20240705 AAII-SV-CIMI presentation "Momentum Analysis Tool" - pdf,
mp4 - Goal: Broaden Audience by providing a Tool vs. charts.
- Here are links to Streamlit and DASH UI code. There is just one word difference between the prompts and one .py edit.
- Streamlit UI - Streamlit claude.ai Prompt; Claude generated UI
- Dash UI - DASH claude.ai Prompt; Claude generated UI
- Universe tables of 12, 24 and 36 months with lags of 4-35 months. Click headers to sort. SP500 does well because of SMCI.
- Here are links to Streamlit and DASH UI code. There is just one word difference between the prompts and one .py edit.
- Generative AI
- 20240201 AAII-SV-CIMI presentation "Programming ChatGPT - In its Own Words" pdf mp4
- Momentum Simplified; Momentum in Excel + FinGPT for timing; chatGPT UI generation; LLM IQ; LLM/RAG
- 20230601 AAII-SV-CIMI presentation "ChatGPT - In its Own Words" pdf, mp4, Feed
- 83 pages; GPT History, Theory of Operation, Caveats, Prompt Engineering, Examples, Investing Prompts
- 20240201 AAII-SV-CIMI presentation "Programming ChatGPT - In its Own Words" pdf mp4
- Calling a Bottom
- 20221213 AAII-SV-CIMI presentation "Prolonged Liquidation" - jupyter notebook
- On October 19, 2022, Tom Dineen sent out a March 19, 1984 Barron's article by James Alphier. Net, Net, Alphier's indicator -seems to- imply that October 14, 2022 and November 4,2022 was a good time to start buying $SP1500, $OEX, $SPX, $SP900 and $RUI. Note also Jim Cramer's November 17th, 2022 "exhausted sellers" comment.
- 20221213 AAII-SV-CIMI presentation "Prolonged Liquidation" - jupyter notebook
- Stocks of Interest (stocksofinterest.com)
- 20220901 AAII-SV-CIMI presentation "Ycharts - Which Leading indicators best predict market declines" - pdf
- 20220501 AAII-SV-CIMI presentation "Data Dredging Momentum Strategies" Removing survivorship bias. pdf
- 20210401 AAII-SV-CIMI presentation "Norgate Evaluation" - pdf by Rod Thorne code, output by Bill Paseman
- 20200702 AAII-SV-CIMI presentation "Stocks of Interest" doing Rouwenhorst monthly. pdf, mp4
- Modeling the post Covid-19 Market
- 20200604 AAII-SV-CIMI presentation "20200604 CIMI CoronaVirus Update: Glimpses of the New World" - pdf
- 20200507 AAII-SV-CIMI presentation "20200507 CIMI CoronaVirus Update: Glimpses of the New World" pdf
- 20200402 Covid-19 velocity, acceleration. (semi-log, JHU data Updated Daily): US only US, Germany, Italy, China Hubei
- 20200401 AAII-SV-CIMI presentation "20200402 CIMI CoronaVirus Update" - pdf
processJHU.py.txt
- Johns Hopkins University (JHU) Covid-19 Dashboard and global data
- NYtimes US only data Note: totals differ from JHU US data
- Raymond James Broker Recommendations
- 20191107 AAII-SV-CIMI presentation "Analysis of Raymond James Broker Recommendations" - pdf github
- 20181126 Analysis of Raymond James Broker Recommendations
- Server Based Monitoring (cloud based, crontab activated calculations/displays)
- 20190905 CIMI Indicators and Theory of Operations
- 20190407 Als-indicators remotely viewed from an iFrame
- Federated Learning
- 20190530 "Mitigating Forgetting in Small Federating Learning Networks" - pdf
- Quora
- 20180605 Quora said that referring to my "pitch checklist" on their site violated their policy. So here are all my posts that I erased from the site. - html
- Dual Momentum
- Diversifying Systemic Risk
- 20161218 MPT(Modern Portfolio Theory) Tool output - "Rouwenhorst Sensitivity To js[25,35,45,65,130]/ks[25,35,41,65,130]" - html
- 20160823 "Quantitative Finance" - Portfolio Balancing Summary - html
- 20141205 "Is Systematic Risk Diversifiable? Presentation of a Portfolio Model that Eliminates Systematic Risk" - (my) Translated and verified modeling of H.D. Scholtz's paper. - html
- Non Invasive Blood Analysis
- (In Progress) Using Arduino controlled LEDs to perform non-invasive blood analysis - Bill Paseman, Charlie Conklin
- Non-Invasive Detection of Hemoglobin and Hematocrit using a Photodiode to measure LED Light Absorption by Blood
- 20140307 "c ≠ 35H: A New Model Relating Hemoglobin, Hematocrit and Optical Density" - Katherine Paseman (Intel Science Talent Search Semi-Finalist) paper - pdf
- 20131227 "Hemometer, meet HemoGlobe" - India Data Gathering Trip with the Johns Hopkins University Center for Bioengineering Innovation and Design (CBID) Team - tumblr - Katherine Paseman
- 20130308 Improving Non-Invasive Blood Analysis - Sigma Xi - Katherine Paseman
- Samsung's device actually measures the intensity of an 880 nm artifact of the 569 nm LED vs. the reported 569nm.
- 20130324 "Improving Non-Invasive Blood Analysis by expanding the Medical Spectral Window" - Baltimore Science Fair Katherine Paseman
- Non-Invasive Detection of Iron Deficiency Anemia using a Spectrometer to measure LED-excited Blood Fluorescence
- 20120712 Transmission Fluorometer - US 8,594,758 - Sabrina K. Paseman, William G. Paseman
- 20080522 The Ferrometer - California State Science Fair Entry, Abstract, and Honorable Mention - Sabrina Paseman
- Negative Poisson Ratio Material
- Making Money with Facebook Games
- 20090204 Paper for BJ Fogg's 2008 "Psychology of Facebook" Stanford course. How Marc Pincus (Zynga), Siqi Chen (FriendsForSale) and Ted Rheingold (Dogster) used game dynamics to promote and monetize products, services and companies. Offbase in a couple places, but the rest is still pretty good. - html
- Sisterzone
- Startups
- 20031007 "Business Plans that raised money" - Presentation to SJSU business school class - pdf
- General - White's Entrepreneur's Manual (from 1977!)
- (Especially) High Tech - Harvey Wagner - (1 2)
- 20031007 "Business Plans that raised money" - Presentation to SJSU business school class - pdf
- DataFlow
1Grandpa's invariable response to Dad's erudite observations.