April 2010
38 posts
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“Innovator’s requirements – what does it take to find the product cycle?
So...”
– ben’s blog
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“The world has never seen an insolvent country with solvent banks, and Greece...”
– El-Erian says Greece will default
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“The US must tighten fiscal policy by 9 per cent of national income to achieve a...”
– FT.com / Global Economy - Dangers loom beyond the eurozone
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A Detailed Look At Goldman's Mortgage Trading... →
Backstage view on Goldman Sachs trades on the mortage and CDO markets.
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Revenues And Revenues Per Employee Of Leading...
From Ranking tech companies by revenue per employee - (37signals):
Rank
Site
Employees
Revenue
1
google
19,835
$23,650,000,000
2
facebook
1,200
$1,100,000,000
4
yahoo
13,900
$6,460,000,000
11
twitter
175
$25,000,000
21
amazon
...
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Cyclical Tailwinds, Secular Headwinds and the... →
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“The combination of state insurance (which protects creditors) with limited...”
– FT.com / Columnists / Martin Wolf - The challenge of halting the financial doomsday machine
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Google Has $10 Billion Free Cash Flow
That’s pretty impressive, especially because (i) that’s on $20 billion revenues (ii) the company did not exist 12 years ago.
Read more on
Google Earnings Analysis: Q1 2010
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“So Twitter does 18 billion searches a month, working off the 600 million per day...”
– Twitter Does 19 Billion Searches Per Month, Beating Yahoo & Bing (Sort Of)
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“Angus Maddison has estimated that Gross World Product grew 0.32% per annum...”
– The Oil Drum | Tipping Point: Near-Term Systemic Implications of a Peak in Global Oil Production — Collapse Dynamics via @pkedrosky
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Evidence Mounts Of Strong Recovery - WSJ.com →
Some positive numbers.
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New York Pay-To-Play, SEC Sues Quadrangle
Dan Primack breaks the news on SEC suing PE firm Quadrangle Group on its pay-to-play scheme with New York State pension fund.
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“Modern finance is profoundly misleading when it suggests that reward is merely a...”
– Falkenblog: Why Take Risk?
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“This crisis stems from the original sin of EMU and the collective self-deception...”
– The Greek people are being punished for Europe’s errors - Telegraph
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Two Treasury Forecasts: a Grand Canyon-Size Gap →
Up or down? Japan 2.0 or not?
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Knights Templar, Banking And Sovereign Default
I didn’t know that Knights Templar brought banking back to Europe in the Middle Ages and were dismantled by King Philip IV of France when his country defaulted on its debt towards the order.
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“My view of building startups is that it is somewhere between impossible and...”
– Ron Conway Explained // ben’s blog
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“Time to switch the box off, perhaps.”
– FT Alphaville » A quant mea culpa
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Venture capital fundraising up 41% in Q1, trumping... →
Round-up of Q1 2010 fund raising environment.
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Greek Debt vs US Mortgages Yields
Greek Bond Yields Soar to 7.1%, or basically the Greek government pays more interest on its public debt than American homeowners on their mortgage (which is well below 6%).
If I have to bet, I see the second going up rather than the first coming down.
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“The rest of the 90’s were a ONCE-in-a-lifetime experience. Entrepreneurs created...”
– John Doerr: The Next Big Thing
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Social Security Tipping Point
After the Japanese Government Pension Investment Funds announced in 2009 that it would be forced to sell JGBs to meet cash requirements, it turns out that US Social Security started unloading US Government Treasuries in 2010, 6 years earlier than expected.
Of course it will take years to deplete Japanese or American pension funds, but the switch from being net buyers of government debt to net...
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“Institutions will try to preserve the problem to which they are the solution.”
– The Technium: The Shirky Principle
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“Here’s my fun fact for the day, provided courtesy of Robert Litan, who directs...”
– Op-Ed Columnist - Start-Ups, Not Bailouts - NYTimes.com