Capital Preservation with Asymmetric Upside: An Intelligent Use of Idle Cash During Underwriting Delays

By Matthew P. Jones, Ph.D.CEO and Chief Investment Officer, Quants Compete LLC Executive Summary Private funds frequently encounter a familiar problem. Capital has been raised but cannot yet be deployed due to the timing of legal review or bank underwriting. During this 60 to 90 day delay, most fund managers park idle cash in a …

Heikin Ashi Candlesticks

-Matthew P. Jones, Ph.D. Heikin Ashi Candlesticks: A Smoother Perspective on Market Trends… Unlike traditional candlesticks, Heikin Ashi applies a modified formula that averages price movements, helping to filter out noise and highlight trend direction. 🔹 How We Use Heikin Ashi? Rather than use Heikin Ashi for short-term stock trading (our Firm believes in a longer-term “buy and hold” investment …

Bank Accounts vs Brokerage Accounts

-Matthew P. Jones, Ph.D. Choosing how to manage your wealth starts with understanding the key differences between a bank savings account and an individual brokerage account. An FDIC-insured bank savings account is designed to keep your cash secure. While you can earn some interest—especially by placing funds in a Certificate of Deposit (CD)—these accounts generally offer low …