For those interested parties, here is a relatively thin slice of the network I’m working with:
https://jonzingale.github.io/lrg-dynamics/index.html What is particularly interesting in this dataset is what happens around “Liberation Day Part Deux,” as well as the points when traders begin taking the oil shocks seriously. A few months ago, Bloomberg quoted me $10k for its Wilshire 5000 supply-chain dataset. It includes the top 100 suppliers and customers for each Wilshire 5000 constituent. I thought it could be interesting to compare the network implied by my derived flows with the more rigid network of known contractual relationships. It is beautiful to see the market trading together for such a long time and then as the shocks come rolling in, traders pivot to more defensive posture of siloed and mostly top down factor-based clusters.
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