Start with a testable event
Translate an earnings update, filing, or market move into a question with a clear before-and-after window.
01 / Research
Market and event studies.
A research lens for asking what changed, when it changed, and whether the evidence holds up across both quantitative and fundamental perspectives.
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The question
Find the signal, not just the story.
Markets react to new information in different ways. I use event studies to make that reaction concrete: define an event, set a comparison window, inspect the available evidence, and look for conditions where a pattern does—or does not—repeat.
Use more than one lens
Combine price behavior with fundamental context, while keeping the two sources of evidence distinct.
Look for limits
Check timing, alternative explanations, and whether the pattern survives outside the original sample.