Understanding how different parts of the stock market have performed over the long term can provide valuable perspective for investors. Have tech stocks always outperformed? How have defensive sectors like utilities or consumer staples held up? To explore this, we’ll analyze the historical performance of major US market indices and various S&P 500 sectors using…
Welcome back to our series on Python for Technical Indicators! After covering Moving Averages and the Relative Strength Index (RSI), we’ll now explore another popular momentum indicator: Moving Average Convergence Divergence (MACD). Moving Average Convergence Divergence (MACD) is a popular trend-following momentum indicator. It gets its name because it tracks the relationship between a faster and a…
Economic recessions stir uncertainty, impacting everything from household budgets to corporate bottom lines. But how exactly do US companies fare when the economy contracts? Understanding the historical relationship between recessions and corporate earnings can provide valuable insights for investors, business leaders, and anyone interested in the economy’s pulse. This article delves into the historical performance…
The world of robotics is entering a fascinating new phase. Humanoid robots – machines designed to mimic human form and movement – are stepping out of science fiction and research labs into the real world. As of early 2025, this market is buzzing with technological breakthroughs, intense competition, and significant financial interest. For anyone following…
In the dynamic world of financial markets, technical indicators are indispensable tools for traders and analysts seeking to understand market sentiment and predict potential price movements. Our ongoing series exploring Python for finance now delves into another cornerstone indicator: the Relative Strength Index (RSI). This powerful momentum oscillator helps gauge the speed and persistence of price…
Alphabet (GOOGL), the tech behemoth behind Google, is constantly seeking new frontiers for growth. While search, cloud, and advertising remain core pillars, its “Other Bets” segment holds ventures with potentially transformative impacts such as Waymo. One of the most intriguing is Isomorphic Labs, an AI-first company aiming to revolutionize the world of drug discovery. What…
Beta neutrality is a powerful risk management strategy that can help protect your investments from broad market movements. In this article, I’ll walk you through how to analyze and neutralize the beta of a portfolio using Python, complete with code examples you can adapt for your own investments. What is Beta Neutrality? Beta neutrality is…
In our series on Python for finance, we’ve covered portfolio construction , risk management , backtesting , and optimization . Now, we’ll explore how to use Python to implement technical indicators, starting with moving averages. Disclaimer: This article was drafted with the assistance of artificial intelligence and reviewed by the editor prior to publication to ensure…
Welcome to the fifth article in our Python Portfolio Management series! So far, we’ve covered the basics of portfolio management, building efficient frontiers, implementing risk management techniques, and calculating beta and dollar sensitivity. Today, we’ll explore how to build a backtesting framework to evaluate the performance of your investment strategies using Python. Backtesting is a…
Understanding how your portfolio moves with the market—or against it—is key to managing risk and return effectively. In this post, we’ll dive into two powerful metrics using Python: Beta, which measures your portfolio’s sensitivity to market movements, and Dollar Delta, which quantifies the dollar impact of those movements. We’ll also calculate portfolio volatility and market correlation for…