Ahan Analytics, LLC

08/23/2026

How Decision Analysis Clarified a Major Life Choice

Learning decision analysis in graduate school at Stanford University fundamentally changed my life. When I praise the practice’s virtues, people sometimes ask whether decision analysis can be used for personal life decisions. I always respond with an unequivocal “yes!” My examples typically refer to my “no regrets life.” Yet, I have never detailed a decision analysis process in support of a personal decision outside the classroom.

So when a friend introduced me to a young man wrestling with a pivotal life decision in 2025, I recognized an opportunity to demonstrate the power of decision analysis in service of critical life decisions. Much to my excitement, the young man (named Lawrence here for anonymity) was up for the challenge. He brought patience and diligence to four sessions totaling almost eight hours. The work was fruitful for both of us. Lawrence gained fresh insight into his decision and renewed confidence in moving forward without regrets. I refined and affirmed a method and set of principles for doing this work. Lawrence’s testimonial is particularly gratifying…. (Full story and analysis in the link below)…

08/23/2026

"Gold Shined As Rotation Out of Tech and Retail Cooled Market Breadth" https://drduru.com/onetwentytwo/2026/08/23/gold-shined-as-rotation-out-of-tech-and-retail-cooled-market-breadth/

* Gold shined as money rotated away from technology and retail, while energy, healthcare, crypto, and precious metals gained ground.
* The S&P 500, NASDAQ, and Russell 2000 finished the week testing 20DMA support after market breadth cooled.
* AT50 lost its brief breakout and returned to its months-long trading range, while AT200 held more of its longer-term bullish structure.
* Earnings from NVDA and the Jackson Hole confab will dominate the stage this coming week.

$GLD $SLV $MU $WMT $TJX $MRVL $AAP $TGT $XLE $XLV $MRNA $ABT $AMZN $HACK $HOOD $SCHW $RDDT $BOX $GDDY $COMPQ $IWM $SPY $SPX

Gold shined as money rotated away from tech and retail, market breadth cooled, and energy, healthcare, crypto, and precious metals took the spotlight.

08/18/2026

Article from my latest interview with Jumia Technologies CEO Francis Dufay:

Jumia 2Q 2026 Earnings Delivers Major Endorsements

* Jumia Technologies secured a $50 million investment led by IFC, strengthening its balance sheet and validating its strategic role in African digital commerce.

* Jumia maintains a strong buy rating, citing resilient demand, operational improvements, and analyst consensus despite recent stock volatility and lowered GMV growth guidance.

* Profitability targets remain intact: Q4 2026 breakeven on adjusted EBITDA and positive cash flow, with full-year 2027 profitability expected, supported by cost discipline and margin improvements.

* AI-driven efficiencies, diversified supply, and focused marketing are enhancing Jumia’s competitive positioning and structural health, even amid supply chain and macroeconomic headwinds.

https://seekingalpha.com/article/4937851?gt=3f3f63f316aaa8a0

$JMIA

Jumia gets $50 million in IFC-led funding, supports a buy case, and outlines a 2026–27 profitability path amid volatility. Click for more on JMIA stock.

08/13/2026

I hit a major milestone with Ikenga Wines in building a local data analytics stack: we now have a fully functional, open-source, end-to-end analytics pipeline that can detect where each dataset left off, refresh recent history to capture source corrections, catch up missing dates, run transformations and data-quality tests, and surface the results through a visualization layer.

I built the architecture around Python, PostgreSQL, dbt, Metabase, and modular orchestration. The pipeline is source-aware, restartable, version-controlled, and designed so new data sources can be added without rebuilding the workflow from scratch.

I designed the architecture and implementation approach, with ChatGPT serving as a technical copilot for code generation, debugging, and implementation guidance along the way. (And thanks again to Ayoade Adegbite from Lagos, Nigeria whose presentation at an Airflow Summit inspired this work).

Next steps? Expand source coverage and build richer datamarts, models, and dashboards.

08/11/2026

PAIROS Upgrades Atlassian As Stock Soars Above the SaaSpocalypse
https://drduru.com/onetwentytwo/2026/08/10/pairos-upgrades-atlassian-as-stock-soars-above-saaspocalypse/
$TEAM

In April I launched PAIROS, the Panic AI Research On Software, to provide a structured approach for assessing my (contrarian) investment thesis in software companies heavily impacted by the SaaSpocalypse. Atlassian Corporation (TEAM) first emerged as a high conviction pick after the company’s release of its agentic AI platform called Rovo and next after a related PAIROS evaluation. Over the course of almost three months I accumulated stock and then periodically sold call options against that position. Last week’s 35.3% post-earnings surge was both a major validation of my investment thesis and a symbol of how I greatly underestimated the nearer term potential for PAIROS. I have updated the PAIROS analysis using Atlassian’s latest earnings report....more....

My analytic framework for the SaaSpocalypse received validation as PAIROS upgraded TEAM in alignment with the stock soaring post-earnings.

08/10/2026

The latest regional indicators for labor markets and prices are available:
https://sffed.us/4k01FCy

The San Francisco Fed monitors regional economic indicators to help achieve the Fed system's maximum employment and price stability goals.

Share this post to help your network find the latest on labor market conditions, prices, and earnings across the U.S. and within the 12th District.

08/10/2026

Has This Bull Market Run Too Far?

The current bull market (red line) began in October 2022. It has gained +116.9% and is in its 3.6th year.

Compare that to the eight bull markets since 1966: the average bull gained +209% and lasted 5.7 years. The 1987–2000 bull ran +582% over 12.3 years. The 2009–2020 bull ran +400% over 11 years.

By historical standards, this bull market is younger than the average lifespan.

Bull markets don’t die of old age. They die when recessions hit and earnings collapse. As long as earnings keep growing, I am stay very bullish

08/10/2026

From AI Crash to All-Time Highs: What Powered the Rebound – The Market Breadth
https://drduru.com/onetwentytwo/2026/08/10/from-ai-crash-to-all-time-highs-what-powered-rebound-the-market-breadth/

*The stock market rebounded rapidly from the AI crash, powered by strong earnings, renewed strength in AI and software stocks, and a weak July jobs report that shifted interest-rate expectations. * The S&P 500 and Russell 2000 reached new all-time highs, while the NASDAQ recovered above its 50-day moving average but remained below its record high. * Market breadth broke out, reinforcing the bullish technical backdrop without reaching overbought conditions. * AI-related earnings produced sharp divergences, with Palantir, Atlassian, Twilio, Unity and other stocks surging while AppLovin and several post-earnings breakouts struggled.
* Low volatility, improving software performance and stronger breadth supported the rebound, but unresolved resistance levels and renewed oil volatility left important tests for the coming week.

$NET $TWLO $SHOP $APP $U $FROG $TDC $QLYS $TRI $IT $ZM $ESTC $HTZ $TBI $EXPD $DASH $NYT $FIGS $AAPL $BBY $SE $EAT $SOFI $CBOE $BLLN $HTEC $USO.X $GLD $SPX $COMPQ $SPY $IWM

What powered the stock market rebound from the AI crash? Earnings, software strength, improving market breadth and shifting rate expectations drove the recovery.

08/09/2026

And then there’s this…. 😬

Michael Burry of “The Big Short” fame is sticking with his bearish wagers even as the S&P 500 surges to a record high, warning that the rally could still end in a sharp sell-off reminiscent of the 1987 stock-market crash.

“I continue to believe it is possible we are near a major top, and possible a 1987-type fall, but the S&P 500 making new highs likely will bring new money into the market,” Burry said in a Tuesday Substack post.

Read more: cnb.cx/453ExNL

08/09/2026

Hanging On To The Teradata Rollercoaster
https://seekingalpha.com/article/4933881?gt=a7f2a5901f51e44f

* Teradata remains a buy, supported by a strong balance sheet, low valuation, robust margins, and ongoing product innovation in AI and cloud.
* TDC’s Q2 2026 results were tepid, with low single-digit ARR growth and public cloud ARR reaching 45% of total ARR, but guidance for FY remains firm.
* Margin expansion is notable: non-GAAP operating margin rose to 21.5%, and adjusted free cash flow surged, enabling debt reduction and share repurchases.
* Despite lagging peers and volatility, TDC’s advanced technology and customer retention metrics support a patient, value-oriented investment thesis.

$TDC

Teradata's Q2 2026 results were tepid, but margin expansion is notable. Click here to read more about TDC stock and why it is a Buy.