Our weekly update starts with 27 minutes about the firm.
Week 17, 2021
We have now added NASDAQ S to our analysis.
We are taking in 4,500+ shares and running 3,600+ shares, fully data validated, through our model at one time.
Our bespoke reverse simulated annealer still improves upon our other solvers.
What should we try next?
Met with D-Wave Systems and they have made enhancements, and suggestions, to help us pick stocks better on their latest quantum annealing computer, the D-Wave Advantage.
There are parameters, settings, functions and new modules to try.
We need to re-evaluate our penalty function. It broke a few months ago…or maybe the market did…or adding so many stocks?
Started work on music and virtual reality with quantum computers.
We are going to create something great together, something unique and cool.
This is a combination of vision and purpose…plus… numbers, data, math and solvers at this point.
Traffic to our website (unique visitors) is up 10x this month, without paid advertising.
Thank you world for listening and watching…it helps us.
Speeding up the code requires a whole new level of Python coding expertise.
For example, who knew for x in y loops were slower than matrix operations?
— I mean, we knew, but who spends time refactoring code to remove all for loops?
We are now Value Line customers. We can access 3,500 stocks digitally.
We ran our model this week.
Camber Energy, Inc. (CEI)
CEI was the one stock that had a better CQNS score stand-alone, than buying all NYSE American stocks equal weighting.
That is actually pretty amazing if you think about it.
CEI is pretty risky too…the rest must be either crazy…or the intra-stock movements really count in improving portfolio performance.
We still owe the world a Q1 newsletter and have not sent an email in ~2 months. What should I write about?
When it comes to the economy…the news is a zig zag…
Bullish and bearish, up and down. No commitment, no direction, no intermediate trend.
Overall trend still bullish, markets are still rising.
And now we will share a few things we saw this week.
Our discussion of the market took about an hour. Net-Net, and Key Take Away (KTA):
1. The US stock market continues in an uptrend (fact, not opinion).
There are positive things happening in the economy, monetarily, fiscally and globally. These put upward pressure on stock market prices, earnings, and suggest even higher dividends and distributions.
A few things of note: Interest rates are pretty low, cash is available and plentiful, and we see improvements in the US economy. Earnings are up, and surprising upwards. US Federal Government wants to spend more. Markets are opening up due to COVID vaccinations. Dollar falling. Consumer confidence and retail spending are up. Labor costs are up ~3% this past year, wages and benefits costs. This puts a little more money in the pockets of workers.
There are negative things happening in the economy, monetarily, fiscally and globally. These put downward pressure on stock market prices, earnings and future dividends / distributions. These things include supply chain constraints, difficulty finding skilled labor, inflation increases, commodity price increases (especially energy), plans to dramatically and significantly raise US Corporate and Capital Gains taxes. Producer price index is up, largely due to energy prices. There is more downside as well. The Federal Reserve Bank is starting to consider slowing down or halting monthly quantitative easing ($120B / month of liquidity added to the markets).
The good and the bad news seem in balance. This is why we wore our two Chicago sports teams logos: The Bulls and The Bears. Funny...how appropriate for a city that dominates the options markets.
We are looking for US manufacturers of coffee mugs that we can add our logo to, and give away to customers. If you make and sell coffee mugs in the US, please direct message Jeffrey Cohen at email@example.com
Thank you for listening. Your views, subscribes, and likes fuel us. They let us know you are watching, listening and care about our weekly message. Keep it up!
Good luck this coming week, and have a great weekend.
Jeffrey Cohen, President, US Advanced Computing Infrastructure, Inc.