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Turnleaf Analytics @turnleafan

Turnleaf Analytics uses ML, alt data and new technologies to create economic forecasts & analyse markets. Founded by Alexander Denev & @saeedamenfx.

Joined March 2022
  • Tweets 24
  • Following 8
  • Followers 513
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Turnleaf Analytics@turnleafan
2 Mar 2022
Turnleaf Analytics uses ML, alt data and new technologies to create economic forecasts & analyse markets. Stay tuned for more about our exciting new venture!
"FILS Europe 2024 Takeaways" I wrote about my takeaways from the fixed income conference this week turnleafanalytics.com/fils-e…
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"Don't look back in hangar steak" how different folks can come to different conclusions about the same dataset turnleafanalytics.com/dont-l…
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"The Olympic spirit of forecasting" turnleafanalytics.com/the-ol… - how the margins of winning vary
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"Eleven years of independence" what I've learnt from this journey of entrepreneurship over the past few years turnleafanalytics.com/eleven…
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"The human part of machine learning forecasts" I wrote about how having a smart team of data scientists who understand your particular problem (in our case forecasting inflation) is key.. you can't just solve it with a horse race of hundreds of models! turnleafanalytics.com/the-hu…
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"Takeaways from the Eagle Alpha London 2024 conference" some of the things I learnt at the recent @DollarEagle event turnleafanalytics.com/takeaw…
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“Takeaways from Berkshire Hathaway 2024” #BRK2024 a summary of the day of discussions with Warren Buffett and the team turnleafanalytics.com/takeaw…
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Turnleaf Analytics retweeted
Macrobond@MacrobondAI
25 Apr 2024
Replying to @turnleafan
@turnleafan is now available on Macrobond ONE. Macrobond ONE is our new marketplace offering direct access to alternative data sources to enrich your analysis. Click here to learn more: macrobond.com/solutions/macr…
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We published a paper “EM-bracing inflation” showing how great historically profitable trading rules for EMFX using @turnleafan inflation forecasts. If you’re an institutional investor, get the paper free at turnleafanalytics.com/em-bra…

EM-bracing Inflation - Turnleaf Analytics | Forecasting Macro And Inflation Using Machine Learning

Trading EMFX with Turnleaf Analytics inflation forecasts In this paper, we look at the relationship between Turnleaf Analytics inflation forecasts and EMFX. We find that typically falls in medium...

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"Using experience in financial research" I wrote about how using experience can help you understand what to research in markets turnleafanalytics.com/using-…
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Turnleaf Analytics retweeted
Macrobond@MacrobondAI
18 Apr 2024
Replying to @turnleafan
@turnleafan is now available on Macrobond ONE. Macrobond ONE is our new marketplace offering direct access to alternative data sources to enrich your analysis. Click here to learn more: macrobond.com/solutions/macr…
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Luis Cota wrote a paper looking at how @turnleafan inflation & ISM forecast data can be used to create systematic ML trading rules for ETFs. Get the paper at turnleafanalytics.com/system…

Systematic Trading Of ETFs - Turnleaf Analytics | Forecasting Macro And Inflation Using Machine...

Using ML techniques to create trading rules for ETFs In this piece, we examine the question, “Can a combination of Inflation (CPI), and 2 proxies for GDP be used to inform future allocation decisio...

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"We still need to learn to code" even with LLMs.. turnleafanalytics.com/we-sti…

We Still Need To Learn To Code - Turnleaf Analytics | Forecasting Macro And Inflation Using Machine...

If I go to burger joint somewhere outside the UK, I’ll usually look at the price and mentally convert it into GBP. I guess I could use a calculator, but it seems slightly pointless. Traders use Excel...

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“Takeaways from TradeTech FX USA” a few thoughts from the recent conference turnleafanalytics.com/takeaw…
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"Different ways to assess forecasts" I talk about different metrics for evaluating economic forecasts turnleafanalytics.com/differ…
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“How can we improve inflation forecasts” summarising what went wrong for central banks & making some points on how better data & models can help turnleafanalytics.com/how-ca…

How Can We Improve Inflation Forecasts - Turnleaf Analytics | Forecasting Macro And Inflation Using...

Just imagine you ordered a cheeseburger. Then low and behold, a salad is brought to your table. The probability of such a thing happening is not zero, especially in a busy restaurant, mix ups happen....

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"Hundreds of quant papers from #QuantLinkADay in 2023" collecting together all the quant links tweeted by @saeedamenfx over the year turnleafanalytics.com/hundre…
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“The loco-modities” how to use economic forecasts to generate systematic trading rules for commodities Get the paper at turnleafanalytics.com/the-lo…
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“What can Warren Buffett and Charlie Munger teach quants” a few thoughts on how the Berkshire Hathaway approach can indeed teach quants a few points turnleafanalytics.com/what-c…
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we published a note showing how @turnleafan inflation forecast data can be used to trade bond futures systematically. Historically, this strategy outperforms trend following. If you'd like to know more about our forecasts drop us a message.
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