Gerra / Field notes
Work in
the open.
Research explainers, buyer guides, technical histories, and methods - tied back to the datasets and the underlying evidence.
Jul 19, 2026Method note
Reading Federal Software Spending Before the Street Does
US federal software procurement is public record. A method note on turning USAspending and FPDS-NG awards into a ticker-level revenue signal.
Jul 19, 2026Buyer guide
How to Evaluate Retail Sentiment Data Before You Backtest It
A buyer checklist for point-in-time integrity, deleted-message survivorship, human vs NLP labels, spam filtering, and leakage-safe backtests.
Jul 19, 2026Research explainer
What Prediction Markets Know About Your Portfolio
How live event probabilities map to exposed securities with signed direction and sensitivity, and why point-in-time probability history matters.
Jul 19, 2026Research explainer
Why Identical GPUs Rent at Wildly Different Prices
The same H100 rents for $1.20 to $22.02 per hour. What a 38-provider panel shows about GPU price dispersion, and why the equity signal is a null.