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Every Review and Analysis Brings to Mind…

Steve LeCompte | | Posted in: Big Ideas

Every review and analysis, including updates of items in "Compendium of Live ETF Factor/Niche Premium Capture Tests", brings to mind…

  • Wherefrom data snooping bias?
    • Data that involve considerable randomness (luck to be discovered).
    • Brute force experimentation with samples/sample periods, model formulas and model parameter values (finding the luck).
    • Reusing and tweaking models and parameter values previously snooped by others (compounding the luck).
    • A community of thousands (millions?) in loose collaboration analyzing the same samples with uncounted model variations (socializing/amplifying luck discovery).
  • Implementation frictions are hard to model and often excluded.
  • Markets adapt.

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