View source for User talk:Rjlabs

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== Introduction ==
{{Hatnote|Caution, parts of this page are out of date. Note to self - clean up some time...}}
Hi all. I use this talk page to prototype and to keep some handy code snips. Feel free to jump in and comment at any time. I'm fascinated with indexing, classification, cross referencing. 

Learning about wikidata, sparql, info boxes & templates, but still a newbie.

== JPM ==

The [[2012 JPMorgan Chase trading loss]] is a key article I initiated that is very much in process. Please come and add expertise. They are a gSIFI! a/k/a Globally Systemically Important Financial Institution. The 2012 trade loss is as significant as they come. It will be studied in depth. The reach is broad. The problem multifaceted. Again, please stop in and contribute some sharp financial expertise here.

=== JPM Doubling down ===
[RE: Have a loss on Trade#1 not closing the position. Instead putting on Trade #2 which was yet another bet]
Just doubling down, increasing your next bet to cover your last loss. People try that at roulette... Just foolish behavior. Everybody knows how dangerous it is, but sometimes it does work, so people try it. My former boss, who is an actual genius, had to be dragged away from the table in Las Vegas. [[User:Fred Bauder]] [[User talk:Fred Bauder|Talk]] 19:11, 12 June 2012 (UTC)


== Category:Behavioral and social facets of systemic risk ==
was ''Category:Systemic Risk - Behavioral & Social Facets''

* I'm the original author of two category pages
**[[:Category:Systemic risk]] This has a related article page [[Systemic risk]] that I did not author but could use updating. There may also be key Wikipedia pages that could be tagged with this category. Help from ASIA would be really nice!!!
**[[:Category:Behavioral and social facets of systemic risk]] I did not write an article page on this but would participate in a group to write one. See the talk page for more. This is bleeding edge research - 10 toes over the front of the surfboard type stuff. However its very real and have found at least one initial survey article (top quality in a heavily refereed journal) so its undeniably legitimate. Would love help here!!!

== A barnstar for you! ==

{| style="background-color: #fdffe7; border: 1px solid #fceb92;"
|rowspan="2" style="vertical-align: middle; padding: 5px;" | [[File:Original Barnstar Hires.png|100px]]
|style="font-size: x-large; padding: 3px 3px 0 3px; height: 1.5em;" | '''The Original Barnstar'''
|-
|style="vertical-align: middle; padding: 3px;" | Hey Rjlabs,

I've loved your coverage of the recent JP Morgan losses. I have been really interested in the JPM losses and am thinking about researching the trades behind the losses. From reading your edits, it seems like you have a really in depth understanding of complex trades and systematic risk. Are you in finance?



 [[User:Robmun|Robmun]] ([[User talk:Robmun|talk]]) 17:43, 31 May 2012 (UTC)
|}


Thanks Robmun for the barnstar. Very much appreciated. Yes, I have some background: mostly investments, accounting & auditing. Have lectured a long while ago as an adjunct at a law school on the ins and outs of SEC Reg-SK. More recently have researched Systemic Risk, Dodd-Frank, etc. I lack deep experience with bank regulation (Fed rules, OCC, Basel, etc.) Been Series 24 so familiar with "net capital" requirements, margin, etc. Coming up to speed on Swaps and the re regulation of OTC derivatives. JPM touches so many areas. In my mind the Systemic risk aspects are by far the most interesting. Currently the rules and regs are in silos and are very much tattered patchwork. 

I put together the category:
http://en.wikipedia.org/wiki/Category:Systemic_risk

I also put together the behavioral and social aspects
http://en.wikipedia.org/wiki/Category:Systemic_Risk_-_Behavioral_%26_Social_Facets

I'm interested in a top down look, but not afraid to delve in to the details both in the Rules and Regulation area, and the "deep inside the human mind" aspects too.

JPM for me is a window inside the entire difficult situation. The perfect springboard. 

How about yourself?
[[User:Rjlabs|Rick]] ([[User talk:Rjlabs#top|talk]]) 18:53, 31 May 2012 (UTC)

== Seeking HELP! Need editor / WikiPedi policy expert ==

I'm looking to publish more on investment topics on WikiPedia. My expertise is:
* investments
* accounting
* large banks/brokers
* SEC (Reg SK etc.)
* some / limited CFTC regs
* swaps - interest rate, credit default, index, etc. 
* financial economics
* trading communication protocols (particularly algorithms)
* [[:category:systemic risk]] (including [[:category:Behavioral and social facets of systemic risk]])
* market infrastructure change brought about by regulatory change
I'm not an academic and have no publishing agenda. I'm not connected or allied with any large firm in the finance space.  I see there is some strong competition for investment/finance coverage on commercial wikis:
* http://www.marketswiki.com
* http://www.investopedia.com
* http://www.wikinvest.com
* etc. 
Looking for editorial help - my knowledge of the very best expression, grammar and syntax is not the best. I'm also very interested in help from a WikiPedi policy expert to help ease me into the rules, procedures, best way of doing things on WikiPedia specifically, perhaps some help using more advanced, polished features, etc. I'd much rather source material and hammer it into relatively plain language for a wide audience. I need help with the editorial polishing, publishing and WikiPedia specifics. Feel free to contact me [[:Special:EmailUser/Rjlabs|direct]] or post on this talk page...

=== Collab? ===
Hi, about your note above ([[User_talk:Rjlabs#Seeking_HELP.21_Need_editor_.2F_WikiPedi_policy_expert]]) what did you have in mind exactly? I am also very interested in finance-related topics, including some of the ones you mentioned, but also others (part personally, part professionally), and I have been planning to do more work on Wikiepdia on the topic. I would be happy to edit stuff you write, or rewrite secondary research, or stuff like that. I plan to make some contributions to the [[investment banking]] and [[Facebook IPO]] pages, which both seemed underdeveloped to me in proportion to the subjects' importance. [[User:TheSoundAndTheFury|The Sound and the Fury]] ([[User talk:TheSoundAndTheFury|talk]]) 23:08, 12 June 2012 (UTC)

=== Me too! ===
Hello! Me too! I left a note for you, Rick, on Project Finance page, in response to your request. All your things are my favorite things in Finance. And I do have experience, though outdated now, in risk management. I have an MBA in finance from Wharton, I worked for NSCC now DTCC as director of risk management, and at S&P on criteria development, although I left in October 2000 to get married. Husband passed away though (bless his soul), now trying to drown sorrow in Wikipedia editing. I wish I had found you sooner and we could have worked on some of these articles, and with The Sound and the Fury too, as I need desperately to get a job again, and don't anticipate having much time to edit Wikipedia, much as I love to do so. Anyway, I was noticing the awful IPO page this morning. What with the Facebook IPO... well, not just that, it is important in general, I notice how neglected Finance and Investment is on Wikipedia. I wish all the people who write about garbage bands (I guess that should be garage bands) and Nicki Minaj (although I do like her music very much, unlike the garbage bands) would write about finance and investments and Dodd-Frank and BIS capital adequacy changes and their impact on U.S. banking and such ;o) --[[User:FeralOink|FeralOink]] ([[User talk:FeralOink|talk]]) 08:03, 30 June 2012 (UTC)

== Good Thoughts ==
Wanted to capture a couple of great thoughts from [[User:My very best wishes]] a molecular biophysics / bioinformatics researcher who's since retired from WikiPeda.  I had to pull this from his history. Special thanks to [[User:TheSoundAndTheFury]] for passing the link on. 

{{Quotation2|"Love is patient, love is kind. It does not envy, it does not boast, it is not proud. It is not rude, it is not self-seeking, it is not easily angered, it keeps no record of wrongs. Love does not delight in evil but rejoices with the truth. It always protects, always trusts, always hopes, and always perseveres."'' ([[1 Corinthians|1 Cor.]])}}

===Cabal===

Love the cartoon (takes a while to sink in) and the Cabal paragraphs here [[Wikipedia:Words_of_wisdom#On_Wikipedia_and_the_Cabal|Words of wisdom On Wikipedia and the Cabal]].<br />
Another "slice" of it: [[Collective_narcissism|Collective narcissism]]

I think of Wilfred Bion ''Experience In Groups'' here. 

=== Do not waste your time in Wikipedia ===
<small>''from [[User:My very best wishes]]''</small>

While editing on this site one must [[Wikipedia:Be bold| focus on improvement of Encyclopedia]] and do not be easily distracted. Here is some advice how to achieve this goal. 
#[[Wikipedia:Wikipediholic|Editing on wiki can be very addictive]]. Plan your visit. Know exactly what you are going to accomplish. Do it quickly and return to your real life business, unless [[WP:VESTED|you want to spend all your time here]] and [[WP:SOCK|continue coming back]] even after your [[WP:BAN|ban]].  
#[[WP:FORGIVE|Do not waste your time in content disputes]]. It is enough [[Wikipedia:Talk page guidelines|to explain your edits]]. If your edits [[User:Deacon_of_Pndapetzim/How_to_win_a_revert_war|have been reverted]], leave the article to [[WP:TIGER|contributors with strong views]], [[WP:Tag team| unofficial "editorial boards"]] and [[50 Cent Party|cabals]]. There is [http://en.wikipedia.org/enwiki/w/index.php?title=Wikipedia:Activist&oldid=407729553 little you can do]. [[WP:DGAF|Who cares?]]. Wikipedia is not a [[WP:RS|reliable source of information]], and it will never be.
#Always [http://www.youtube.com/watch?v=KRAeOXvGpUY&feature=related comment on content, not on the contributor], [[WP:AGF|assume good faith]] and [[Wikipedia:Ignore all dramas|ignore all dramas]], no matter what others do.

== Example Table ==
{| class="wikitable"
|-
! rowspan="2" |UNDERLYING
! colspan="5" |CONTRACT TYPES
|-
! Exchange-traded futures
! Exchange-traded options
! OTC swap
! OTC forward
! OTC option
|-
! Equity
| [[Dow Jones Industrial Average|DJIA]] Index future <br /> [[Single-stock futures|Single-stock future]]
| Option on [[Dow Jones Industrial Average|DJIA]] Index future <br /> Single-share option
| [[Equity swap]]
| Back-to-back <br /> [[Repurchase agreement]]
| [[Stock option]]<br />[[Warrant (finance)|Warrant]]<br />[[Turbo warrant]]
|-
! Interest rate
| Eurodollar future <br /> Euribor future
| Option on Eurodollar future <br /> Option on Euribor future
| [[Interest rate swap]]
| [[Forward rate agreement]]
| [[Interest rate cap and floor]] <br /> [[Swaption]] <br /> [[Basis swap]] <br /> [[Bond option]]
|-
! Credit
| Bond future
| Option on Bond future
| [[Credit default swap]] <br /> [[Total return swap]]
| [[Repurchase agreement]]
| [[Credit default option]]
|-
! Foreign exchange
| [[Currency future]]
| Option on currency future
| [[Currency swap]]
| [[Currency forward]]
| [[Currency option]]
|-
! Commodity
| [[WTI crude oil futures]]
| [[Weather derivatives]]
| [[Commodity swap]]
| Iron ore forward contract
| [[Gold as an investment#Derivatives, CFDs and spread betting|Gold option]]
|}

== Simple Example Table ==
{| class="wikitable"
|-
! rowspan="2" |Row Head
! colspan="2" |Col Head
|-
! col1 Label
! col2 Label
|-
! Row1 Label
| 1,1
| 1,2
|-
! Row2 Label
| 2,1
| 2,2
|}

==Some Favorite "See Also" Links==

'''Electronic trading'''
*[[Electronic trading]]
*[[Electronic trading platform]]
*[[Electronic communication network]]
*[[Stock market data systems]]
*[[Trading system]]
*[[Trading room]]
*[[Automated trading system]]
*[[Algorithmic trading]]
*[[2010 Flash Crash]]
*[[High-frequency trading]]

'''Trading Network Protocol'''
*[[Fix protocol]]
*[[FIXatdl]]
*[[ARINC 661]]

'''Fixed Income, Swaps and Related'''
*[[Central Counterparty Clearing]]
*[[Swap (finance)]]
*[[Credit derivatives]]
*[[Credit default swap]]
*[[Bond (finance)]]
*[[Government debt]]
*[[List of countries by public debt]]
*[[Shadow banking system]]
*[[Currency swap]]
*[[Forex swap]]
*[[Interest rate swap]]
*[[Energy derivative]]

'''Global Finance Market Structure / Players'''
*[[Global financial system]]
*[[Global Financial Integrity]]
*[[Global Financial Centres Index]]
*[[Global systemically important banks]]
*[[Systemically important financial institution]]
*[[Institute of International Finance]]
*[[Global Financial Markets Association]]

'''Systemic Risk & Regulation'''
*[[Systemic risk]] {{seealso|Category:Systemic risk}}
*[[Macroprudential policy]]
*[[Macroprudential regulation]]
*[[Dodd–Frank Wall Street Reform and Consumer Protection Act]]
*[[Office of Financial Research]]
*[[Bank run]]
*[[Basel III]]
*[[Legal Entity Identification for Financial Contracts]]

==Hyperlink a category==
'''Prefix''' and posfix a <big>''':'''</big> to the word ''Category'' and add the category name (with no space, use _) eg:<BR>  
<nowiki>[[:Category:Behavioral and social facets of systemic risk]]</nowiki><BR>  
[[:Category:Behavioral and social facets of systemic risk]]

==Some Favorite Categories==
* {{seealso|Category:Systemic risk}}
* {{seealso|Category:Financial risk}}
* {{seealso|Category:Financial markets}}
* {{seealso|Category:Financial services companies}}
* {{seealso|Category:Primary dealers}}
* {{seealso|Category:Securities}}
* {{seealso|Category:Derivatives (finance)}}
* {{seealso|Category:Financial derivative trading companies}}
* {{seealso|Category:Securities clearing and depository institutions}}
* {{seealso|Category:Financial regulation}}
* {{seealso|Category:Electronic trading systems}}
* {{seealso|Category:Mathematical finance}}
* {{seealso|Category:Financial software}}
* {{seealso|Category:Self-regulatory organizations}}

==Some Favorite Wikipedia Meta Categories==
* {{seealso|Category:Finance templates}}
* {{seealso|Category:WikiProject Finance}}
* {{seealso|Category:Finance articles by quality}}
* {{seealso|Category:WikiProject Finance participants}}

==Redirect Example==
<nowiki>{{redirect|Amir}}</nowiki>
{{redirect|Amir}}

Note you can combine:<br />
<nowiki>{{redirect|Amir|other persons|Amir (name)|other uses|Amir (disambiguation)}}</nowiki>
{{redirect|Amir|other persons|Amir (name)|other uses|Amir (disambiguation)}}

== Distinguish Example ==
<nowiki>{{distinguish|European Market Infrastructure Regulation}}</nowiki>
{{distinguish|European Market Infrastructure Regulation}}

== Navbox ==

{{Navbox
|name    = Derivatives market
|title   = [[Derivatives market]]
|listclass = hlist

|above   = [[Derivative (finance)]]

|group2  = [[Option (finance)|Options]]
|list2   = {{navbox|subgroup

|group1=Terms
|list1=
* [[Credit spread (options)|Credit spread]]
* [[Debit spread]]
* [[Exercise (options)|Exercise]]
* [[Expiration (options)|Expiration]]
* [[Moneyness]]
* [[Open interest]]
* [[Pin risk (option)|Pin risk]]
* [[Risk-free rate]]
* [[Strike price]]
* [[Greeks_(finance)|The Greeks]]
* [[Volatility (finance)|Volatility]]

|group2=[[Vanilla option]]s
|list2=
* [[Bond option]]
* [[Call option|Call]]
* [[Employee stock option]]
* [[Fixed income]]
* [[Foreign-exchange option|FX]]
* [[Option style]]s
* [[Put option|Put]]
* [[Warrant (finance)|Warrants]]

|group3=[[Exotic option]]s
|list3=
* [[Asian option|Asian]]
* [[Barrier option|Barrier]]
* [[Binary option|Binary]]
* [[Cliquet]]
* [[Compound option]]
* [[Forward start option]]
* [[Interest rate option]]
* [[Lookback option|Lookback]]
* [[Mountain range (options)|Mountain range]]
* [[Rainbow option]]
* [[Swaption]]

|group4=[[Combinations (finance)|Combinations]]
|list4=
* [[Collar (finance)|Collar]]
* [[Fence (finance)|Fence]]
* [[Iron butterfly (options strategy)|Iron butterfly]]
* [[Iron condor]]
* [[Straddle]]
* [[Strangle (options)|Strangle]]
* [[Covered call]]
* [[Protective put]]
* [[Risk reversal]]

|group5=[[Options spread]]s
|list5=
* [[Backspread]]
* [[Bear spread]]
* [[Bull spread]]
* [[Box spread]]
* [[Butterfly (options)|Butterfly spread]]
* [[Calendar spread]]
* [[Diagonal spread]]
* [[Ratio spread]]
* [[Vertical spread]]
* [[Intermarket Spread]]

|group6=[[Valuation of options]]
|list6=
* [[Binomial options pricing model|Binomial]]
* [[Black model|Black]]
* [[Black–Scholes]]
* [[Finite difference methods for option pricing|Finite difference]]
* [[Foreign-exchange_option#Valuation:_the_Garman.E2.80.93Kohlhagen_model|Garman-Kohlhagen]]
* [[Put–call parity]]
* [[Monte Carlo methods for option pricing|Simulation]]
* [[Trinomial tree|Trinomial]]
* [[Vanna Volga|Vanna Volga method]]
}}

|group3  = [[Swap (finance)|Swaps]]
|list3   = 
* [[Basis swap]]
* [[Conditional variance swap]]
* [[Constant maturity swap]]
* [[Correlation swap]]
* [[Credit default swap]]
* [[Currency swap]]
* [[Dividend swap]]
* [[Equity swap]]
* [[Foreign exchange swap|Forex swap]]
* [[Inflation swap]]
* [[Interest rate swap]]
* [[Total return swap]]
* [[Variance swap]]
* [[Volatility swap]]

|group4  = [[Forward contract|Forwards]] and [[Futures contract|Futures]]
|list4   = 
* [[Backwardation]]
* [[Commodity futures]]
* [[Contango]]
* [[Currency future]]
* [[Financial future]]
* [[Forward market]]
* [[Forward price]]
* [[Forward rate]]
* [[Index future]]
* [[Interest rate future]]
* [[Margin (finance)|Margin]]
* [[Forward_contract#Spot_-_forward_parity| Pricing of Forwards]]
* [[Futures_contract#Pricing| Pricing of Futures]]
* [[Single-stock futures]]

|group5  = Other derivatives
|list5   = 
* [[Credit default option]]
* [[Credit-linked note|CLN]]
* [[Contract for difference]]
* [[Constant proportion portfolio insurance|CPPI]]
* [[Credit derivative]]
* [[Equity-Linked Note|ELN]]
* [[Equity derivative]]
* [[Foreign exchange derivative]]
* [[Fund derivative]]
* [[Inflation derivative|Inflation derivatives]]
* [[Interest rate derivative]]
* [[Power reverse dual currency note|PRDC]]
* [[Real estate derivative|Real estate derivatives]]
* [[Real options valuation|Real options]]

|group6  = Market issues
|list6   = 
* [[Tax policy]]
* [[Consumer debt]]
* [[Corporate bond|Corporate debt]]
* [[Government debt]]
* [[Late 2000s recession]]

|state   = {{{state|autocollapse}}}
}}

== Redirect ==

<nowiki>#REDIRECT [[Global Financial Markets Association]]</nowiki>

==Disambiguation ==
Create and tag the page with '''<nowiki>{{disambiguation}}</nowiki>'''. Then create a list as in:<br />
'''SEF''' may refer to:
* [[Swap Execution Facility]], A platform for regulated trading and clearing of [[Swap_(finance)|swaps]] to be required in the United States by the [[Dodd–Frank Wall Street Reform and Consumer Protection Act|Dodd-Frank bill]]
* ''continued listings .....''

''Note: you may not link to a disambiguation page from a regular article, even from the "see also" section. I'm not sure exactly why this is so, as it makes sense in several cases, however there may be structural reasons?''

== Disambiguation Idea! ==
I've created my share of disambiguation pages, or edited existing ones. The tendency is to feel your end article topic is the very most important, so it's disambiguation entry should be at the top. How about DYNAMIC disambiguation pages, where the most popular entry rises to the top based on click through? No I don't want to program it. However if it worked that way it would end some thrashing squabbles, be entirely democratic (based on "click votes"), and be 100% equitable. Of course it flies in the face of stodgy subject mater experts who like 100% control, but isn't that what a dynamic folksonomy is all about?

==Short URL==
To pipe or space...
* [ [ Swap_(finance) | swaps ]]
** [[Swap_(finance)|swaps]]
* [ http://clbcm.com For a full URL ]
** [http://clbcm.com For a full URL]

==Templates==
[[:Category:Finance_templates]]
===Template agree===
[[Template:Agree]]

== Cool Tools ==

* Bottom of User contributions page - see various links to tools [[Special:Contributions/Rjlabs]]
** Pages Created - very cool http://toolserver.org/~tparis/pages/
* very cool search tool http://toolserver.org/~magnus/catscan_rewrite.php

==Reference and Research tools==
Note to self... look more at these....
* [[Comparison of reference management software]]
* [[:Category:Reference management software]]
* [[:Category:Free reference management software]]
* [[:Category:Free BibTeX software]]
* [[Citation style language]]
* [[Zotero]]
* [[List of academic databases and search engines]]
* bibtex2wiki [[http://jstools.ucoz.com/bibtex2wiki]]
==Excel to Wiki==
* [[http://commons.wikimedia.org/wiki/Commons:Convert_tables_and_charts_to_wiki_code_or_image_files Excell to Wiki ]]

==Page Stats==
Way cool
* [[http://stats.grok.se/ Page Stats]]

==Links==
* Start by pumping in your specific search term in the '''general search box'''. Try all reasonable variations 
* Go to a starter page of interest, then click '''What Links here''' Find it in the white box in the left column of any page. Extremely good for cross referencing, help with categories, etc. 
* Very cool tool to find potential other articles that might be edited to contained links in to a standing article. 
[http://edwardbetts.com/find_link/brain_mapping]
* Have not found a category browser tool (where you are searching for possible categories vs. knowing going in just what you want. 

== Help! Entity Extraction from Free Text to Wikipedia Article Titles, Categories, etc. ==
I want to begin with a simple .txt file of free text. Send it to some software and have that software perform "entity extraction" or "term extraction" and map it to Wikipedi a wide assortment of "entities". See list below.  Its likely to be a total mess after that, of way too many links. I will hand edit to a manageable level of links.

Might be fun to see the number of page hits to the extracted entities. 
Might be fun to see a concept map of Wikipedia article titles. (better than I have seen thus far... see [[http://www.wikimindmap.org]] for a great start however.)

Would like to squeeze more "knowledge" out of WikiPedia with intelligent entity extraction. BTW some of this would be exceptionally handy for overall Wikipedia quality control and improvement. 

O.K. here is my starter list of entities to extract from any free text (candidate items to link)
* Wikipedia article titles
* Wikipedia disambiguation pages
* Wikipedia internal links inside an article 
* Wikipedia external links included in the body of an article
* Wikipedia "See also" internal references
* Wikipedia "References" to journal articles, books, websites, etc. 
* Wikipedia page hit counts
* Outside "references" to any measure of "trustworthiness" or academic authority rankings
* Wikipedia reference to Google Scholar "citations" counts [a rough indication of academic "authority"]
* Wikipedia tracking studies... Those who searched on "this term", opted for this page first, then visited the following pages (spending at least a few seconds on each...and based on time between page views, spent some time looking at x
There is a lot of info to squeeze out of Wikipedia. I feel like there must be tools already doing most of this. The very best tools would not be "rigid" as a "folksonomy" is in fact fluid. 

== Mind Map WikiPedia ==
[[http://www.wikimindmap.org/ Wiki Mind Map]]

== Repeat using the same cite ==
How do I repeat using the same cite in the main text

Thanks [[User:Black Falcon|Black Falcon]]
:: Thhat can be accomplished by using '[[WP:REFNAME|ref naming]]'. In essence, you assign a name to your citation and, when you use it subequently, you refer to the assigned name. For example:
::<blockquote><nowiki>First sentence.<ref name="Smith, 2000">Smith, John (2000). ''Book Title''. Cambridge University Press. ISBN 1-2345-6789-0.</ref> Second sentence.<ref>Another reference.</ref> Third sentence.<ref name="Smith, 2000"/></nowiki>
::The citation for the third sentence (note the final slash) automatically calls the reference named "Smith, 2000". See [[Help:Footnotes#Multiple references to the same footnote]] for additional details and an article such as [[Nie Fengzhi]] for multiple examples. Best, -- '''[[User:Black Falcon|Black Falcon]]''' <sup>([[User talk:Black Falcon|talk]])</sup> 17:33, 12 June 2012 (UTC)

== Broker research notes as sources? ==

Hi Rjlabs - I'm still learning how to edit and found your user page via its CFA userbox.  I'm very impressed with the work you've done here.  I'm also hoping you can help me with a question I've been wondering about with regard to broker research reports: namely, are they are usable source?  If so, how should they be cited?  If a brokerage house publishes a report with information about a company or industry and they cite an available third-party source (e.g. the company's reported financials, an industry group estimate, government data) then obviously it seems preferable to try to look up and reference the third-party data.  But I can certainly think of instances where it would be difficult getting information from a broker report into Wikipedia without referencing the report itself, or where the third-party data source itself might be subscription-only.  

So I ''think'' current research reports from established firms qualify as valid on most source criteria as I understand them, except that they generally aren't publicly available and I'm not sure to what extent public dissemination of information contained within the report is limited by the terms under which I receive it (namely, as a client).  There is also the case of occasional reports that a firm will release to the public via its web site; these seem like complete fair game to me.  But I'd be very interested to hear your opinion/advice on all aspects, and if there are any preferred financial data sources you keep a list of anywhere.  Thanks!  [[User:Thomas Craven|Thomas Craven]] ([[User talk:Thomas Craven|talk]]) 21:34, 13 February 2013 (UTC)

=== Citing Broker Research===
Thomas,

First off welcome to editing Wikipedia! There is a huge shortage of CFA’s posting on here and coverage of many financial topics is way, way behind. It’s really great to have more talent on the job!

Wikipedia can be unfriendly to downright hostile where things become too commercial oriented. Be prepared to have editors, who know nothing about the subject, assume you are self-promoting, or conducting some other nefarious activity when all you are doing is posting what is important and you have zero commercial interest in it whatsoever. If you can, avoid those types of conflicts as much as possible. Remember to keep the regular articles in encyclopedia format, and try to cite sources familiar to academics. 

Remember that it’s the job of the equity analyst to publish '''original research''' yet that is absolutely prohibited on WikiPedia. No matter how carefully you do it, it will be perceived as self-serving. 

That being said I think major broker’s research works are widely accepted as published and can be cited here no problem.  Especially the thick ''industry'' reports. To do the citations see: [http://www.anderson.ucla.edu/rosenfeld-library/citing-business-sources#analyst]. 

Many academic libraries provide access to the  BD analytical reports thought searchable databases like:
* Thomson Reuters First Call
* Thompson Research  Investext
* ThomsonOne
* Factset data broker research
* Etc. 

Basically if the source document is found in any legitimate library I say it’s citable. 

I want you to consider publishing selected “List of xxxx” pages which are NOT considered articles but DO require some referencing. It’s relatively easy to go from Excel to Wikipedia format. See [[List of systemically important banks]] for instance you could have a “List of” page for each the industries you cover (tech, media, and telecom) showing the top firms.  You likely have all the 10Ks of all the firms you follow so you can just cite analytical data from those published documents. No copywrite trouble there. Avoid republishing proprietary data, especially outside of the scope of your (or your firm’s) subscription. Frankly, I like to have cites to the original data anyway (example right down to the governmental office, etc.)

Also explore category tagging. It can be very useful to pull together collections useful to your own ongoing research. You can also watch selected pages and be alerted to changes. 

Do you cover international firms or international technical developments in the industries you follow? If so Wikipedia typically has good (preliminary) data on all the international firms you would like to keep an eye on. 

'''List of preferred financial data sources''' 

I like direct data, direct from the government, direct from the 10Ks, 10Qs, 8Ks, company news releases. Then all that for the competitors. In the econometric area I like that same direct access to the source reports. Love those 10K risk factors (aggregated across the industry) then keeping those in mind as scanning the general news. 

Remember the market competitors have every story published on Bloomberg, Business Week, Dow Jones, NYT, WP, AP and all PR newswires fully received and encoded (tagged for all entities, subjects, tickers, cusips, etc) and fully assembled into a homogeneous consolidated outgoing stream inside 20 milliseconds. That goes in consolidated form rapidly to hedge funds running complex event process analytics and firing off trades within milliseconds. At best you will only be in delayed, "reaction" mode after that type of news is released. [[User:Rjlabs|Rick]] ([[User talk:Rjlabs#top|talk]]) 01:37, 14 February 2013 (UTC) 

Rick

:Thanks very much Rick, this is '''extremely''' helpful advice!  I do follow global TMT (focusing mainly on developed market large-cap), so I've been using Wikipedia as a starting point for research for a long time.  It's interesting how making the transition from reader to editor has taken a major frustration about Wikipedia (lack of quality and depth for financial/corporate topics compared to academic and cultural topics) and turned it into something exciting--there's opportunity for my knowledge base and skill set to be useful!  I'm still getting to know my way around here and reading up on all the relevant policies/guidelines/discussions re: editing, but I'm sure I'll be in touch more after I start to make more substantial contributions.  I'm also hopeful WikiProject Finance and WikiProject Business will be good ways to get involved.  [[User:Thomas Craven|Thomas Craven]] ([[User talk:Thomas Craven|talk]]) 01:57, 14 February 2013 (UTC)

::Thomas, I thought of one other thing for you especially as a media analyst based on your question about "preferred financial data sources"  Take a look at this article [[News values]] especially the section '''Conditions for News'''. Here you can get the original 1965 research paper [http://www.ask-force.org/web/Discourse/Galtung-Structure-Foreign-News-1965.pdf] To the extent your media companies follow those guidelines they will attract a wide audience that they will be able to monetize to advertisers and marketers. However note the financial analyst tries to assemble unbiased data about companies to issue solid buy/hold/sell decisions. "Financial News Media" is basically just Media.... entertainment that draws an audience. The more "mesmerizing" they can package it the more profitable it can become. As you study those "Conditions for News" points note where they have little or nothing to do with impacting future cash flows. Note how "news value" for media and "news value" for financial analysis are radically different. [[User:Rjlabs|Rick]] ([[User talk:Rjlabs#top|talk]]) 04:16, 14 February 2013 (UTC)

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{| style="background-color: #fdffe7; border: 1px solid #fceb92;"
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|style="font-size: x-large; padding: 3px 3px 0 3px; height: 1.5em;" | '''The Editor's Barnstar'''
|-
|style="vertical-align: middle; padding: 3px;" | Thanks for figuring out the example on [[Net present value]]. Of course it was the yearly, not monthly, interest rate. I don't know why I didn't see that. :) [[User:EllenCT|EllenCT]] ([[User talk:EllenCT|talk]]) 02:52, 23 March 2013 (UTC)
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