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The Art of Kim Martin – Bee or Be?

The week before last M·CAM had a wonderful visit from Kim Martin. She presented to us a painting in progress which evolved to the finished and beautiful image presented here. When I look at this image I can not help but think of some of the ideas that are threaded through the underlying process that is applied in our algorithms and in the title of this post is a hint to the ideas that I’m eluding too or 2.

 

Welcome to Alchemy

M·CAM has had many changes this summer… and the most recent one I express here with M·CAM’s welcoming into our community our newest member, Qianfan Wu! He is here to help as our newest quantitative analyst in our distillation for excellence!

Manly P. Hall states that “Ramon Llully who was one the great early alchemists, once point out that the great tragedy of the concept of alchemy was the transmutation of metals.” This misconception continues to reverberate in the current collective conscious in the modern era.  Alchemy one of the protoscientific tradition practiced in the history of Europe, Asia and Africa inspired the curiosity of notable figures such as Isaac Newton and Carl Jung. And… in Leonardo Da Vinci’s illustration of “The Vitruvian Man” one can extrapolate the alchemical symbol depicted above of “The Squared Circle”, also known as the philosopher’s stone. The illustration above is an interpretation of this very symbol and the inspiration for it is this period at the end of this summer as we move into the months of fall. This is that it may reminds us of the golden thread that held true in alchemy holds true in today chemistry. This is that it has always been the study of change that demands a notion of purity some where held in the concept of rationalizing the irrational with conviction.

 

IQ100 Index Reweighted for Q3 2018

The CNBC IQ100 Index powered by M·CAM has been reweighted for the third quarter of 2018. Microsoft (MSFT) becomes the IQ100’s highest-weighted component, while new component Boston Scientific (BSX) comes in at the second highest weight. These are companies that have demonstrated a superior ability to manage and deploy their innovation and intellectual property relative to their competitors.

 

The IQ100 outpaced gains in both the Dow Jones and the S&P 500 in the first half of 2018. Follow the index’s performance at CNBC.

 

Learn more about how M·CAM created the IQ100.

David Martin for CNBC: “DJIA is the market ticker that’s irrelevant”

In commentary published today by CNBC, M·CAM chairman Dr. David Martin discusses the critical importance of innovation as a measure of market relevance. Last month’s replacement of GE by Walgreens Boots Alliance as a component of the Dow Jones Industrial Average was a big story, but the bigger story that was missed is what that change says about the shortcomings of the Dow itself.

 

Read the full piece at CNBC.

 

To learn how M·CAM is actually measuring companies’ market-relevant innovation, visit the CNBC IQ100 Index powered by M·CAM at https://www.cnbc.com/iq100/ and follow its performance at https://www.cnbc.com/quotes/?symbol=IQ100

 

Index performance comparison chart courtesy of CNBC.

Remembering Constance Adams

From M·CAM’s David Martin:

At the launch of Columbia University’s Earth Institute, I was honored to be invited to share M·CAM’s Global Innovation Commons water for the world platform by Constance Adams. Our shared journey since then impacted lives from New York to Mongolia, to India and across Africa. She was a great colleague and I’m honored to have shared this little blue ball with her for the season of her life. Travel well and my thoughts are with those still on this phase of the journey!

Read about Constance’s amazing life and work at National Geographic.

David Martin on Squawk Alley: The Bull Case for GE

M·CAM chairman and CEO Dr. David Martin sat down with the hosts of CNBC’s Squawk Alley this morning to discuss GE’s biggest challenge going forward: managing the company’s strong portfolio of technologies for defense applications, particularly marine propulsion, and its most cutting-edge medical IP like diagnostic biochips. Despite its recent exit from the Dow, GE remains a constituent of the CNBC IQ 100 Index powered by M·CAM.

Watch the full conversation on CNBC.