Case Study

Case Study: Moody’s Downgrade of Ford on 9/8/2019

Executive Summary

This case study focuses on Moody’s recent downgrade of Ford which had a negative influence on Ford’s stock the next day (September 9th, 2019).

In this case study, the analyst uses a real-time Causality Link dashboard of Ford’s key performance indicators (KPIs), to carefully analyze the information about each KPI and then reassemble them into a global perspective. In the course of the analyst’s research, his attention is brought to a small number of documents precisely selected among millions of such documents. Finding several strong negative signals within these documents the analyst is able to issue an urgent warning to his portfolio manager.

This ability to leverage the knowledge included in millions of documents is unique and essential to the correct understanding of the forces acting on Ford and the markets.