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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: zeelotes ✺🐝🐝  😊 😞
Number: of 6243 
Subject: Re: ML for MI
Date: 06/26/24 10:39 AM
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No. of Recommendations: 8
My primary concern with all of this was brought out by Loren Cobb back in 2000.

To me, all of this thunder and lightning about datamining seems to miss the point. Datamining works as a concept only within the impoverished world of statistical models. Outside of that domain there are gorgeously complex mathematical models whose validity derives from well-understood mechanisms of cause and effect. When causation is poorly understood, as for example in the stock market, then our models are necessarily simpler and more ad hoc, and the cry of Datamining! has at least some semblance of applicability. But is it helpful? I think not. We need better models of cause and effect, not purer statistics.

http://www.datahelper.com/mi/search.phtml?nofool=y...

The question then is: How do you insure using approaches such as this that there is truly a reasonable cause/effect relationship going on?
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This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
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OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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