July 2010
24 posts
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WatchInsightful TED presentation on comparative advantage, specialization, trade and rising standards of living by Matt Ridley.
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Blockade the tax havens | Willem Buiter's... →
When the going gets tough …
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Confessions Of A VC Who Raised Money During... →
If Alan Patricof (the “A” and “P” in APAX) has a hard time fund-raising, then good luck.
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WatchGreat TED talk on demographics by GapMinder leader Hans Rosling via @pkedrosky
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[Updated] The Coming Super-Seed Crash →
Must-read on Venture Capital and “Super-seed” funds dynamics with capital-efficient web startups.
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Herd Behaviour in Financial Markets and Model...
Great parallel between financial market and the modeling world on social / behavioral similarities: how supermodels are like toxic assets
In the face of complex decisions in a highly uncertain environment, modeling agency clients (and financial investors) pick what everybody else is choosing, triggering the social-induced feedback loop (“Matthew effect” or “the rich get...
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Google Trends: double dip →
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The Hangover Theory - By Paul Krugman - Slate... →
Insightful critique of Austrian theory by Paul Krugman.
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Safe as houses →
Very nice interactive chart on global residential real estate by country (The Economist)
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Will Public Austerity Cause Private Sector... →
Must-read analysis of ex-ante vs ex-post private, public and foreign financial balances by Goldman Sachs’s Jan Hatzius.
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Google Secretly Invested $100+ Million In Zynga,... →
Crazy facts: Zynga made €350M revenues in H1 2010, with 50% operating profit margin, and is PayPal biggest single customer.
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Skip Class, Make Money: CEO Nathaniel Broughton |... →
Interview on “boring business meets the internet” and entrepreneurship.
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Economist and FT on Private Deleverage vs Public...
Martin Wolf explains why extra government borrowing will be met by increased private (mostly corporate) savings, à-la Japanese lost decade. In general it makes a lot of sense, even though it makes two strong assumptions:
the somewhat paradoxical net flow of capital from developing to mature countries via reserve accumulation and currency manipulation will continue indefinitely
dollars and pounds...
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“If you want to succeed, you should strike out on new paths rather than travel...”
– John D. Rockefeller
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“I spoke with an investor recently who told me that 1,500 deals get funded / year...”
– Is it Time for You to Earn or to Learn? | Both Sides of the Table
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How to Create Your Own Real-World MBA – II →
Very good post on angel investing by Tim Ferriss (of 4-hour workweek fame)
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“Jeff, one day you’ll understand that it’s harder to be kind than...”
– Jeff Bezos at Priceton Commencement 2010
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Guest Post: The Original Dollar Crisis And How It... →
Interesting history lesson: 1944-1971 from Bretton Woods to the Nixon Shock.
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Andy Grove On Manufacturing, Scale and Jobs
Intel founder Andy Grove wrote an excellent piece busting some myths on innovation, job creation, emerging markets and the role of manufacturing in a developed economy.
Today, manufacturing employment in the U.S. computer industry is about 166,000 — lower than it was before the first personal computer, the MITS Altair 2800, was assembled in 1975. Meanwhile, a very effective...
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