Proposal feedback

[donbowen]

A scattering of thoughts:

• The dashboard mockup doesn't display. But it's very nice!
• Writing updates are needed, including but not just:
  • Huh? "To what extent are the following industries returns: Energy, Food, Transport, Metals, and Microchips, affected by the Russia-Ukraine war, in respect to historical moments during the war?"
  • To what extent did key events during the Russia-Ukraine war impact returns to firms in the energy, food, transport, metals, and microchips industries?
  • You copied my prompts and wrote below it. This is easy for me to follow but your proposal doesn't look like a stand alone document. So change the prompts. Ex: "If your project is about relationships, what are the hypotheses you’re testing?" --> "Hypotheses"
• Data
  • You need an "event_time" variable = days relative to nearest event
  • "10k files for sentiment analysis" is not a variable. I think you mean "% of firms in that industry whose 10k mentions Ukraine"
  • You'll probably want a variable like "excess return of firms whose 10-k mentions ukraine
  • You'll probably want a variable like "excess return of firms whose 10-k does NOT mention ukraine

# something LIKE but not actually
dl = Downloader("/Ukraine_filings")
for cik in ciks_in_our_industries: # you should get the correct CIK for firms in your industries
    dl.get('10-K', cik, query="Ukraine")

dl = Downloader("/Russia_filings")
for cik in ciks_in_our_industries: # you should get the correct CIK for firms in your industries
    dl.get('10-K', cik, query="Russia_filings")

# now count .. something LIKE but not actually
for industry in industries:
    for cik in industry_ciks['industry']:
        10k_counts[(cik,industry,'ukraine')] += count_files_in_directory('Ukraine_filings/{cik}/**.txt')
        10k_counts[(cik,industry,'russia')]   += count_files_in_directory('Russia_filings/{cik}/**.txt')

# convert that to a dataframe obj and merge with your main dataframe

[donbowen]

@jum223 @LucaF20 @mfs323