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Master Thesis Fall 2020.pdf

2021· article· en· W6901920519 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

aboutThe title or abstract carries a Canadian signal from the geographic lexicon.
no affNo Canadian affiliation: this work is invisible to an affiliation-only frame.
No Canadian affiliation. An affiliation-only frame, the usual design, would never have seen this work. It is one of the works that make the case for inverting the frame.

Bibliographic record

VenueFigshare · 2021
Typearticle
Languageen
FieldDecision Sciences
TopicStock Market Forecasting Methods
Canadian institutionsnot available
Fundersnot available
KeywordsAutoregressive integrated moving averageConstruct (python library)Component (thermodynamics)Long memoryBenchmark (surveying)Stock (firearms)Quarter (Canadian coin)

Abstract

fetched live from OpenAlex

In this thesis we seek to examine how modern forecasting approaches can improve estimationsof stock pair correlations, and derived from this, contribute to making portfolios more stable.Volatility of financial markets have experienced increases due to the ongoing global pandemic.This amplifies the issues that investors face when assessing the risk related to theirinvestments. We construct a hybrid model consisting of an ARIMA component to explain thelinear tendencies of correlation, and a Long Short-Term Memory component to explain thenon-linear tendencies. Our approach is populated by data from constituents of Oslo StockExchange ranging a time span from 2006 through the third quarter of 2020. Our results indicatethat modern approaches to forecasting accrue stronger predictive performances than theconventional methods. Across all test periods our proposed hybrid model achieves an RMSEof 0.186 compared to an average benchmark RMSE of 0.237. However, the implications ofthese findings are ambiguous as the increase in predictive performance cannot be said todefinitively outweigh the increase in cost of implementation. Our thesis contributes to theexisting literature by exhibiting the untapped potential of how modern approaches toforecasting can improve accuracy of quantitative inputs for decision making.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.073
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMetaresearch, Insufficient payload (model declined to judge)
Consensus categoriesInsufficient payload (model declined to judge)
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: Not applicable
GenreCandidate signal: Other · Consensus signal: Other
Teacher disagreement score0.792
Threshold uncertainty score0.935

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.073
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0000.000
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.8700.078

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.278
GPT teacher head0.406
Teacher spread0.128 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it