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10X Rock Blog

Free, in-depth articles on quantitative investing, hedge-fund analytics, risk management, and US stock market education. Written by traders, for traders.

Earnings Analysis

Post-Earnings Announcement Drift (PEAD): The 50-Year Anomaly

Why stocks continue drifting for 60 days after positive earnings surprises. Bernard & Thomas (1989), the academic foundation of one of finance's most persistent anomalies, and practical filters (magnitude, guidance, revenue quality, beat streaks) to capture the PEAD effect.

~1,600 words · Intermediate · Published 2026-05-31 · NEW
Long-Term Strategy

Long-Term Compounding: The Eighth Wonder of the World

Why decades of compounding dwarf any short-term trading strategy. Jeremy Siegel's evidence for stocks over 200 years, the math of CAGR, and how to identify multi-decade compounders like Visa, Mastercard, and Eli Lilly.

~1,600 words · Beginner to Intermediate · Published 2026-05-28
Contrarian Investing

Bottom Fishing: When the Falling Knife Is Actually a Bargain

The academic evidence for contrarian investing — De Bondt & Thaler's overreaction hypothesis and the LSV value-glamour framework. How to identify oversold quality stocks without catching falling knives.

~1,600 words · Intermediate · Published 2026-05-28 · NEW
Niche Signals

Micro-Cap Investing: The Liquidity Blind Spot Where Retail Has an Edge

Why small-cap and micro-cap stocks generate the Size Factor premium documented by Banz (1981) and Fama-French (1992) — and why hedge funds structurally cannot compete in this segment. With quality filters to avoid the value trap.

~1,700 words · Intermediate · Published 2026-05-26
Niche Signals

Insider Buying Signals: Why Corporate Executives Beat the Market

SEC Form 4 insider purchases generate +5-7% annualized alpha — and Cluster Buys involving CEO/CFO are exponentially stronger. The academic evidence from Lakonishok & Lee (2001) and Cohen, Malloy & Pomorski (2012), plus practical filters to separate signal from noise.

~1,600 words · Beginner to Intermediate · Published 2026-05-25
Portfolio Analytics

Beta and Alpha Explained: The Two Numbers Every Investor Should Know

A complete guide to CAPM, Jensen's Alpha, and Beta — what they actually mean, how to compute them, and why hedge funds obsess over them. With concrete examples for SPY, NVDA, and a four-stock portfolio.

~1,800 words · Beginner to Intermediate · Updated 2026-05-20
Risk-Adjusted Returns

The Sharpe Ratio: How Pros Compare Investments Apples-to-Apples

Two stocks with the same 20% annual return are not equal. Learn why the Sharpe Ratio (and its cousin Sortino) is the foundational risk-adjusted return metric — and how to compute and interpret it yourself.

~1,500 words · Beginner to Intermediate · Updated 2026-05-20
Strategy Validation

10 Backtesting Mistakes That Will Wreck Your Portfolio

From lookahead bias and survivorship bias to overfitting and transaction-cost neglect — the most expensive backtesting errors and how to avoid them. Every retail trader makes at least three of these.

~1,800 words · Intermediate to Advanced · Updated 2026-05-20
Position Sizing

The Kelly Criterion: Optimal Position Sizing for Real Traders

The math behind optimal bet sizing used by hedge funds, Edward Thorp, and Warren Buffett. Why Full Kelly will ruin you, why Half-Kelly is the professional standard, and how to apply it to your trading.

~1,500 words · Intermediate · Updated 2026-05-21
Quant Models

Hidden Markov Models for Market Regime Detection

The mathematical tool hedge funds use to detect bull, bear, sideways, and volatile market regimes in real time. How to interpret regime probabilities and use them for strategy selection.

~1,500 words · Intermediate to Advanced · Updated 2026-05-21
Strategy Comparison

Mean Reversion vs Trend Following: Which Strategy Wins?

Two of the oldest competing philosophies in finance. Learn the Hurst exponent, when each works (and fails), and how the smartest funds combine them based on the current regime.

~1,500 words · Beginner to Intermediate · Updated 2026-05-21
Earnings Analysis

How to Read an Earnings Report: A Beginner's Guide

The five sections that matter, what beat/miss really mean, why guidance is more important than results, whisper numbers, and how to read the 10-Q like a pro. With a worked NVDA example.

~1,500 words · Beginner · Updated 2026-05-21
Macro Strategy

Sector Rotation: The Macro Strategy Hedge Funds Actually Use

The 11 SPDR sectors, the four-phase business cycle, leading indicators of rotation, and practical rules for sector ETF trading. With a 2022 case study showing 80%+ alpha potential.

~1,500 words · Intermediate · Updated 2026-05-21

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