We have been consulting as data scientists to an insurance company for the last 3 -4 months. We have taken their raw SQL outputs and programmed a lot of business intelligence in Python code.
We were done with our analysis about 4 weeks ago, however the client wanted to see the results in Excel so we were forced to jump through a few extra hoops and get our native python code to talk with Excel and output the magic. This all works fine – but!!
The client had to present our model to their Exco this week, and things didn’t go according to plan. For some reason they seem to do the odd manual data override on their system which comes out of their SQL report in an incorrect date format, which is screwing up our model’s output.
A good lesson in computer programming, you can be so near but so far.
In January this year we presented our seed funders with a dollar and time budget for our new startup PsyQuation (we are unfortunately still in stealth mode so our site has no information (2 more months)).
When we put our budget together we had no idea on the details of the project. Yesterday I spent a lot of time going through the budgets, and I am very proud to say that we are well on target to come in under budget $-wise (despite a 20% AUD devaluation) and on time, time-wise.
How did this happen given all the distractions and crises that have happened since January?
Intuition is something Jung writes a lot about, and I unfortunately don’t have the time to unpack it from a theoretical point of view. The key point is that when you are an experienced professional you are able to do amazingly complex calculations unconsciously which expresses itself as intuition. Take a grandmaster chess player, it takes super computers with enormous processing power and speed to think like a grandmaster. While the grandmaster can do the calculations with no effort and in seconds drawing on their experience and their brains ability to process deductive reasoning.
The synchronistic event I wish to discuss is the reference I made on these pages a few months ago regarding my desire to learn the Python computer programming language. Why did this interest me? I had already embarked on learning R the more in vogue data science language, yet something in my psyche kept pushing me to learn Python.
Well what do you know, through no influence of mine, the language we have chosen to be the universal language across our companies software development is Python. That is not to say we won’t write things in C++, or other database languages at times, but essentially the glue with all the code will be Python. As the CEO of the company it is immensely powerful that I am familiar and can write some code in the language of the company I represent. A few months ago I often wondered to myself, “why”.
I now know Why!
Wow August was a pretty volatile month. In fact I believe the VIX recorded the largest 5 day % move in its 25yr history.
I am really happy with the way the Sefirot Freestyle portfolio performed and I am sure we will see continued outperformance during these choppy times.