Monitoring Political Trading with Alternative Data
As scrutiny of political stock trading intensifies, investors are looking beyond congressional disclosures to identify market-relevant political signals.
As scrutiny of political stock trading intensifies, investors are looking beyond congressional disclosures to identify market-relevant political signals.
When markets fall, one of the most difficult questions for investors is whether the decline represents a temporary pullback within an otherwise stable environment or the beginning of a broader structural deterioration.
Military conflicts, trade disputes, sanctions, cyberattacks, political instability, elections, and regulatory interventions increasingly influence corporate earnings, supply chains, commodity prices, and capital allocation
Prediction markets have crossed from curiosity to a real-time, crowd-priced probability layer over exactly the catalysts that move books.
The number of active websites continues to expand, with many of these new sites built using AI native tools rather than traditional SaaS platforms.
ETR data through APR26 indicated AI spending in the enterprise has moved past the purely additive phase. Reallocation has begun, but displacement has not yet arrived.
Defense spending across NATO and its European members is entering a new phase, defined not just by scale but by complexity and opacity.
HoldCrunch provides analysis of prediction markets and online sports betting (OSB) through a combination of handle conversion modelling, pricing comparisons, and product evaluation.
Advertising data has become a critical lens through which marketers, investors, and researchers can better understand consumer behavior, competitive dynamics, and firm performance.
Advances in NLP, machine learning, and LLMs now allow asset managers to filter noise and extract actionable insights from platforms like Reddit, YouTube, and TikTok.
SKU and POS data power operational decisions across the retail value chain: demand forecasting and replenishment, promotion effectiveness, assortment optimization, store clustering and staffing, and shrink / loss analysis.
On July 29th, we hosted a webinar focused on sentiment analysis across Reddit, YouTube, and TikTok. As investors increasingly turn to social platforms for market insights, understanding sentiment trends has become essential for data-driven investment strategies.