For anyone working in systematic investing, the interesting question isn't whether a dataset tells a good story. It's whether it contains incremental signal.
Is it timely? Is it repeatable? Is it genuinely point-in-time? Does it capture information not already reflected elsewhere?
At TAC Index, we've spent 18 years building proprietary global air cargo pricing data.
We're now applying those same questions to that data, exploring what air cargo markets can tell us about publicly traded equities.
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The early findings are intriguing.