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Microsoft chatbot technology

Microsoft Bot Framework

It is composed by 3 components:

  • Microsoft Cognitive Services, where you will use LUIS for interacting with the services.LUI is not a chatbot-, but a language parsing engine.
  • Bot Builder SDK: you can either develop on Node.js or .NET
  • Azure bot: a place to deploy your bots.

LUIS

LUIS is a language understanding service under the umbrella of Cognitive Services, you can call the services in your bot logic (the code that sits on the Azure Bot workload) to make the conversations more intelligent.

The way LUIS works is that it allows you to define the possible intents of your user, and then you can train LUIS to recognize this intent by providing a few sample phrases.

LUIS will then determine the key elements in these sentences, allowing it to recognize the intent even if it hasn’t seen the exact sentence before.

Azure Bot

This is a PaaS workload in Azure, (just like a Webapp or an Azure SQL DB) that the actual code for the bot sits. You can create and “Host” a bot in an Azure Bot workload.

Bot Connector

This is a service by Microsoft that you can use to register a bot you have already deployed to sort of “Bridge” the connection between the bot and many different channels. Some examples are Skype, Facebook Messenger, SMS etc.

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Hello world in quantitative trading

Since I started on this field the focus has been to be able to build a set of

I found this training course with the slides posted, where Michael Halls-Moore explains the basis of the backtesting with Python and Pandas.

Things to remind

  • Taxonomy of trading strategies: forecasting, mean reversion, momentum and high frequency trading.
  • Review of the backtesting pitfalls: the same ones that mentioned by Ernie Chang.
  • Things to do after you perform the moving average crossover strategy:
    • Multi-symbol portfolio.
    • Risk management (the most important topic).
    • True event-driven backtesting, realistic handling of transaction costs, fees…

Moving Average Crossover Strategy

this is defined as the “Hello World” of quantitative trading. It’s included a specific article,

Exponentially weighted moving average (EWMA)

EWMA is a type of infinite impulse response filter that applies weighting factors which decrease exponentially. The weighting for each older datum decreases exponentially, never reaching zero.

Code written in Python 2

The proposed code is in python 2, but here you can find a guy that adapted it to python3. It uses Quandl library for obtaining financial data easily.

 

 

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Learning when to “sell”

I learned some time ago that it is more difficult to define when to sell than when to buy.

Now during the learning process about trading I learned a couple of tips. Both of them are basic and valid for long term investment.

  • Check the average of 200 days and when the value of the stock suddenly grows provoking an increase in the distance with respect the 200 days average, then it can be a good moment to sell.
  • Analyse the fundamentals and check if the value is expensive.

For sure, both checks can be combined.

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Intellectual property valuation

Management of Intellectual property (IP)

The intangible assets created through the processes of innovation represent a major share of the value of today’s businesses. The IP rights associated with those assets are the legal underpinning for potential returns on investment in that innovation. Despite their fundamental importance, the understanding of IP and IP rights does however
differ widely amongst businesses large and small.

Valuation methods

There are several valuation methods but the lack of standard type of valuations have negative impact in the efficiency to trade with IP; hence this has negative impact on the I+D researchs.

Lack of a standard set of methods for the valuations, but!

there are other standards provided by the World Intellectual Property Organization (WIPO).

WIPO is leading the definition of all aspects of IP, one of the areas of WIPO (there are others as patents, trade marks, industrial design…). There are so much advance on these topics and it’s an industry itself.

  • All relevant countries are associated with WIPO.
  • WIPO Standards on Industrial Property Information and Documentation.
  • WIPO Pearl: WIPO’s multilingual terminology portal gives access to scientific and technical terms derived from patent documents.
  • Global Design Database: enables free, simultaneous searches of more than 1,760,000 industrial designs registered under the WIPO-administered Hague System and/or in participating national collections.
  • ROMARIN – International Trademark Search. It allows you to search detailed information on all international marks registered under WIPO’s Madrid System.

I miss a section where they provide training and certification services. The standarization of the knowledge and the existence of a certification program enable companies to acquire the knowledge at their level. This would also give to the WIPO more visibility into the corporate business world.

(An example of a patent captured from Global Design Database)

 

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Love Yourself Like Your Life Depends On It

Ravikant, Kamal has written this short book where there is not a extra adjective or word so you can concentrate in the goal of the book.

For my memories some of the topics described in the book:

  • Darkness is the absence of light, any negative though is darkness.
  • How do you remove it?, do you fight, fear or worry?Do you push or drown away sadness and pain?  Doesn’t work.
  • Look for the window, pull out a rag, and start cleaning. Just clean.
  • See the light of positive things that there is outside of the window.
  • Mental loop:
    • Repeat and repeat it, like a groove in rock created by water.
  • Meditation:
    • Music, 7 – 10 minutes, “I love myself”
    • Mirrow, 5 minutes.
  • Memory: reinforce the pathways.
  • Do the exercise about the thoughts that affects to you, differenciate if they are real or not real. Identify when something is real or when the mind is hijacked.
  • Surrender: “I used the fear as energy, driving me forward, pushing to achieve, pushing to succeed, paying no attention to my body, to the present, and I paid the price“. “Often, the price for not being present is pain“.
  • Real growth comes through intense, difficult, and challenging situations.

 

 

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Distribution of Lithium, a challenge

Electric vehicles

Almost all is written about the impact of the electric vehicles on our lives and how the trend of the consumer, the industry and the governments are doing around it.

Once you go in deep, this new industry generates bottlelnecks that are opportunities to the people and companies working around the electric vehicle industry. The batteries are the core component of them and the lithium the main component of the batteries (graphite and cobalt could also been seen as examples).

Lithium extraction and distribution

Lithium is not a problem itslef, there is identified 40 million tonnes of lithium resources, the problem is to extract it and obtain as much as possible. Here there is an example of a company (Lilac Solutions) I found that is competing to improve the way the process is performed. This picture helped me a lot to understand the challenge: