February 2012
6 posts
5 tags
Feb 13th
9 notes
3 tags
WatchWatch
Reducing child mortality reduces population growth (via What Does the Data Say? Hans Rosling Breaks Down the Impact of Foreign Aid)
Feb 9th
1 note
5 tags
“As I will continue to say until I am blue in the face, you can’t rather suddenly...”
– EconoMonitor : Dan Alpert’s Two Cents » The Wait to Reflate
Feb 5th
2 notes
4 tags
Crash Dev: Top three reasons NOT to do a local ... →
Insightful post by Judy’s Book former CEO Chris Devore on the pitfalls of local internet businesses.
Feb 5th
1 note
2 tags
Feb 3rd
2 notes
6 tags
“Apple Inc - today, the world’s most valuable technology corporation - went...”
– Analysis: A sobering look at Facebook | Reuters
Feb 3rd
January 2012
11 posts
3 tags
Just How Risky Is Entrepreneurship, Really? -... →
Some perspective on the risk of a corporate career vs entrepreneurship
Jan 30th
1 note
4 tags
EuroZone M3: Annual Growth Rate
alea: Related: Monetary developments in the euro area
Jan 28th
5 notes
1 tag
Fun with math: Dividing one by 998001 yields a...
iheartchaos: There’s all sorts of magic to be had with numbers, and many mathematicians have made entire careers in finding these little tricks that are mostly useless, but fun anyway. Unfortunately, a lot of calculators are going to truncate the results of this trick, but if you manage to get a hold of one that doesn’t, solving 1/998001 will generate all the three digit numbers from 000 to...
Jan 28th
226 notes
3 tags
WatchWatch
US presidents approval ratings visualization tool (via Clusterize - US Presidents Job Approval Ratings)
Jan 26th
3 tags
Jan 25th
5 tags
“If you want to do something big in your life, you must remember that shyness is...”
– Digital Life - Programming prodigy passes away at 16: Hear her philosophy of life
Jan 15th
4 notes
4 tags
Google, what were you thinking? ← Mocality Kenya →
What a screw-up.
Jan 13th
5 tags
Brain reasoning, bayesian networks, abstraction...
Surely just reinventing the wheel here, but human brain looks like a sophisticated bayesian Markov chain machine with abstraction capabilities. It is a Markov chain machine in the sense that our brain, through learning and experience, builds and updates over time a large matrix of conditional probabilities. By counting the number of instances of concurrent events A, B, C, …, I, X in real...
Jan 8th
20 notes
4 tags
Japan's Not So Lost Decade
Japan is not that bad after all when compared to the US.
Jan 8th
3 tags
The Ugly Truth →
Jan 5th
11 tags
Euro Government Bonds Monthly Redemption Calendar...
Now you can scare your friends at dinner hinting at the hundreds of billion euros of government debt coming due every month in Europe in 2012. Happy new year! Source: Goldman Sachs via ZeroHedge.
Jan 5th
14 notes
December 2011
11 posts
4 tags
Dec 29th
5 tags
“If everything you do needs to work on a three-year time horizon, then you’re...”
– Amazon.com and Jeff Bezos Talk Long Term and Mean It - NYTimes.com
Dec 18th
6 notes
3 tags
“Last night I had a horrifying dream that a group of well-intentioned middle-aged...”
– The nightmarish SOPA hearings - ComPost - The Washington Post
Dec 17th
7 notes
4 tags
WatchWatch
Mandatory reading: Richard Koo expands his balance sheet recession framework to include the Eurozone crisis. This is the best olistic macroeconomic framework I know today. Source: Richard Koo On Why Europe’s Austerity Will Cause Deflationary Spiral
Dec 15th
7 notes
3 tags
Dec 13th
3 notes
1 tag
Dec 12th
3 tags
Dec 11th
7 notes
5 tags
“It all adds up to one of the most disastrous summits imaginable. A continent...”
– Europe’s disastrous summit | Felix Salmon
Dec 9th
1 tag
“You should meet this guy with the SIO. He’s sort of this kind of social...”
– I Don’t Understand What Anyone Is Saying Anymore - Dan Pallotta - Harvard Business Review
Dec 5th
2 tags
“Italy’s austerity measures are starting to open up possibilities for...”
– Good article on private equity in Italy from a glass-half-fuller on Italy Austerity Plans Create Private Equity Opportunity
Dec 3rd
4 notes
2 tags
“As bad as their politics has got, Americans could always comfort themselves with...”
– The death of Steve Jobs: Steve Jobs and America’s decline | The Economist
Dec 3rd
4 notes
November 2011
14 posts
4 tags
The 57,000 Page Tax Return →
General Electric pays no federal taxes on $14.2 billion profits, so why should I? #revolution
Nov 24th
183 notes
3 tags
WatchWatch
Facebook early investor Jim Breyer of Accel venture capital talking about some of his views.
Nov 23rd
1 note
5 tags
Concavity and convexity vs investment returns
After reading this GMO paper, I realized that I didn’t fully understand implications on investment returns of payoff convexity and concavity.
Nov 23rd
7 notes
1 tag
Nov 22nd
3 tags
Download entire World Economic Outlook database,... →
IMF database in excel formats with a wealth of data, including forecasts! #opendata
Nov 21st
17 notes
3 tags
“Calls for a fairer system will not go away. If anything, they will spread and...”
– Mohamed El-Erian (CEO of PIMCO) The anatomy of global economic uncertainty
Nov 20th
5 tags
Nov 10th
26 notes
3 tags
Nov 7th
4 tags
Y Combinator Funding Application →
Nov 7th
2 notes
2 tags
WatchWatch
I discovered James Altucher only today, great character! (via Seven Reasons Not to Buy a Home - DailyFinance)
Nov 5th
1 note
1 tag
The 100 Rules for Being an Entrepreneur Altucher... →
Nov 5th
3 tags
Nov 4th
4 tags
Two Scary Thoughts On #itadefault
1. CDS and Implied Probability of Default At 500bps, CDS on Italian public debt implies an annual probability of default of 6.8%. Compounded over 5 years, that would be a 30% chance of default in the next 5 years. We all know what the track record of the market is in predicting large defaults (Lehman, Iceland, Dubai, MF Global, Greece). 2. Wealth tax If the Italian government decided to...
Nov 3rd
20 notes
4 tags
MF Global Dies of Italian Bond Indigestion
Now we know that the sucker buying up Italian bonds was MF Global. Italy can offer much tastier and healthier things to eat up rather than its government debt.
Nov 1st
21 notes
October 2011
14 posts
5 tags
Oct 27th
22 notes
1 tag
“Being in a deleveraging and nearly out of ammunition is a very difficult...”
– Ray Dalio (founder of macro hedge fund Bridgewater) in his FT op-ed Risk on the rise as political leaders give in to mob rule
Oct 25th
1 tag
WatchWatch
Must-read presentation by Mark Suster on state of the Venture Capital. My favorite chart is number 5 with cost of startupping declining 10x every 5 years from $5M in 2000 to $5k in 2011. (via The State of Venture Capital and the Internet)
Oct 21st
3 tags
US Student Loans Pass $1 Trillion Mark
Total government-guaranteed student loans outstanding grew past $1 trillion. It’s really hard to pick which credit bubble will pop next among student loans, municipal bonds and prime mortgages.
Oct 21st
4 tags
Small businesses create 65% of all jobs! Or not?
Yes, small businesses account for 65% of net job creation in the US. But the Small Business Administration’s Office of Advocacy that publishes those statistics defines small businesses as all companies with fewer than 500 employees. With that definition, 99.6% of the 4.8 million private employers in the US are small businesses. So I would say: largest 0.4% employers create 35% of all...
Oct 20th
23 notes
3 tags
Oct 18th
71 notes
3 tags
Oct 17th
19 notes
2 tags
“As of September 16, 2011, the melt value of a U.S. nickel [the 5-cent US coin]...”
– Nickel - Wikipedia, the free encyclopedia
Oct 16th