System2 powers data-driven decisions for investors and others. Check us out at sstm2.com.
Joined February 2021
- Tweets 245
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25 Photos and videos
17 Nov 2023
What’s a Data Scientist in the big city to do when he finds himself lonely and single for the first time in 17 years? Turn to census data for matchmaking intel, that’s what. Read about it on the System2 web site.
sstm2.com/resources/how-to-f…
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1 Nov 2023
Recently, we posted to the System2 blog the reasons why the doubters should not look upon Gen AI as a passing whim. Check it out:
sstm2.com/resources/hot-topi…
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14 Sep 2023
Call Reports provide a variety of metrics to determine banks’ health. They offer a range of metrics to help assess a bank's financial condition, including its exposure to specific sectors like commercial real estate. Here, a System2 analyst looks closer:
sstm2.com/resources/decoding…
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5 Sep 2023
This summer, System2 challenged our bright and industrious interns to create an AI-powered chatbot that can pull information from documents. And they achieved just that. We're extremely proud of their work and shared their write-up on our blog: sstm2.com/resources/building…
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28 Aug 2023
Doing data science, in general, is terrible. Does it have to be? Let’s dig into how the data sausage is made. Click the link if you want to dissuade yourself from a career in data science and learn why hiring System2 is a better option.
sstm2.com/resources/data-sci…
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9 Aug 2023
Big Data... everyone wants access to it, but not everyone knows how to use it. So how does System2 use big data to forecast small data, such as quarterly revenue? Seth Leonard shares some insights in his latest article on our blog.
sstm2.com/resources/small-da…
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21 Jul 2023
It's been a wild year for banks with a couple of high-profile failures already in the books. But there are clues in banks' public filings to assess their health. System2's analyst, Aquiba Benarroch, shows you what to look for. #banks #datadrivenanalysis
sstm2.com/resources/a-data-d…
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18 Jul 2023
Over on our company blog, one of our newest team members wrote up his feelings about embracing imperfections in statistical models. sstm2.com/resources/the-para…
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15 Jun 2023
It started in March... a 3-part article wherein a System2 analyst predicts which consumer-facing brands will be all the rage in 2028 based on their popularity with "micro-influencers." The final piece is now published. Click to find out who's on his list!
sstm2.com/resources/5-compan…
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30 May 2023
It seems everyone wants to learn to code these days. We just published a high-level guide for the code-curious on our site (and the code-established might enjoy it t, too.)
sstm2.com/resources/learning…
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12 May 2023
We just published tips for overcoming the challenge of extracting financials from SEC filings on Medium. link.medium.com/hm8ebxssKzb
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3 May 2023
We just published another edition of “In the Minds of Our Analysts” on our website -- dedicated to all the Data Science geeks (like us) out there! sstm2.com/resources/backtest…
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System2 retweeted
20 Apr 2023
Just in time for the Return of the Repo Man bloomberg.com/news/articles/…
20 Apr 2023
*Via $ALLY, used car prices (3-year old vehicles) are expected to continue declining in 2023
This will only amplify neg. equity in car owners - this is unfavorable (esp those locked in 6-7yr terms)
Many depend on trade-ins new loans to roll over
How much further can this go?
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System2 retweeted
20 Apr 2023
Weird. The Fitch Floorplan Monthly Payment Rate index is really high, which is usually an indication of strength . . . pandemic data onwards looks weird, generally. Maybe MPR is so high because issuance is low?
18 Apr 2023
Past 10 days have been wild:
— Capital One shut off all dealer floorplans (aka inventory lines of credit)
— USA Auto Sales shut down 39 dealerships after losing its Ally floor plan
— Wells fargo laid-off all its junior Auto loan underwriters and capped future loans
Insanity.
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11 Apr 2023
We just published "5 Companies That Will Be Huge in 2028 - Part 2" on our website!
It's the 2nd in a 3-part series dedicated to sourcing investment ideas by redefining who is an “influencer" by using data to uncover micro-influencers with proven records.
sstm2.com/resources/5-compan…
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