Business Cycles and Interest Rates

Just as a refresher: “In 1977, Congress gave the Fed two main tasks: Keep the prices of things Americans buy stable, and create labor-market conditions that provide jobs for all the people who want them. The Fed has developed a toolkit to achieve these dual goals of inflation and maximum employment. But interest-rate changes make…

Py-Sec-Edgar – Download filings from SEC Edgar

As a Research Analyst, I’ve probably read a couple thousand filings from companies over the years.  They contain great information about the companies businesses, including revenue sources, descriptions, outlooks, and financial information. My favorite ones to look at are the Annual Reports (Form 10-K for US Based companies, 20-F for Foreign based companies traded in…

Working On–Week Review

Searching Website/Html/Document  – currenly using Docfetcher, PowerGrep Flask/Django – looking into creating search page for html files Docker, MongoDB (3T MongoChef), Redis (Redis Desktop Manager) in Docker Storing the Data – HTML, CSV, JSON Pandas – dataframes, concat, merge OpenrefineGoogleRefine –  Seemed to do trick so NLTK will come another day Natual Language Processing – Briefly…

Notes – Materials > Petrochemical Industry

When I was a full-time Research Analyst, I spent a fair amount of time dissecting and understanding the Material Sectors, specifically Petro-Chemical Industry.  As you can see from the images below, these materials are used throughout the economy including Textiles, Safe Food Supply, Transportation, Housing, Recreation, Communications and Health and Hygiene.            ·         http://cen.acs.org/global-top-50.html

Technology >Semiconductor >> Semiconductor Manufacturing – Supply Chain

The Semiconductor Supply Chain is probably my favorite industry to deep dive. ·         Semiconductor Mfg 488         o   Silicon Products        40 o   Foundry Services      25 §  INTC ·         09/27/2016 – Intel a Year Behind TSM in Foundry Capabilities, Says Citi Citigroup chip analysts Roland Shu Christopher Danely today review the prospect of Intel (INTC) competing directly…