Onsight Research

Onsight Research
Market Curiosity | Volatility Intrigue | Investment Journey
Created 22 Sep 2020
  • Which Revolution Should We Start This Weekend?
    20 Nov 2021 • 5 min read
    If shorter days, earnings season and general year-end fatigue have left you tired of reading, then you might want to make your way through this exceptional podcast from Tim Ferriss, Chris Dixon (a16z ...
  • Don't Get Left in the Data Dust
    13 Nov 2021 • 6 min read
    Jamie Catherwood has a fun weekly note called Financial History: Sunday Reads that uses dated publications to contextualize current market events. He also writes for OSAM and his latest piece is the f...
  • Shuffle the Voices in Your Echo Chamber
    06 Nov 2021 • 5 min read
    Before heading to the office in the morning, I like to take in the headlines with Bloomberg Surveillance whose anchors are kind of hilarious. A little macro and a laugh make for a great to start the d...
  • Is JP Morgan Chase a Media Company?
    29 Oct 2021 • 4 min read
    Ten years ago, Marc Andreessen presciently proclaimed that “ software is eating the world.” Eight years later, at a summit hosted by the firm bearing Mr. Andreessen’s name, general partner Angela Stra...
  • On The Markets Oct. 25, 2021
    26 Oct 2021 • 2 min read
    It’s been a couple weeks since we checked in on the market front. We did have a note ready after October options expiry and US bank earnings, but they were largely non-events and our broad view that t...
  • There's an Algo For That
    23 Oct 2021 • 5 min read
    Machine learning and its associated jargon seem to be transcending from academia, IT departments and internet chats to the mainstream. I’ve started noticing these computational methods mentioned more ...
  • How Do You Audit a Narrative?
    15 Oct 2021 • 4 min read
    One of the knocks against accrual accounting is that, in many instances, it mistreats the time-value of money. Opportunity costs are central to the idea that a dollar today is worth more than a dollar...
  • On The Markets Oct. 11, 2021
    11 Oct 2021 • 2 min read • 1 0
    Last week, we didn’t get the systematic vol selling that we’ve grown used to and this is an important development. The absence of these flows might make it more difficult for broader markets to contin...
  • You're Gonna Need a New Map
    08 Oct 2021 • 6 min read
    I participated in Simplify’s Entering The Fall - Thought Leadership Series on Monday, which featured a number of high-profile guests from across the investment industry. Many of the topics discussed w...
  • On The Markets Oct. 7, 2021
    07 Oct 2021 • 2 min read • 1 0
    At the time of writing, we’re flirting with 4,400 on the SPX, which has been an important resistance line and (not coincidentally) represents the level at which SpotGamma estimates option dealer books...
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