Monday, December 17, 2012

Monday Links




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Luck and investing



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Friday, December 14, 2012

Friday Links




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Top tweets from DealBreaker Conference


I didn't attend this dealbreaker conference in NYC, but grabbed some tweets I thought were interesting from Twitterverse: 
  • Jamie Dimon: "Technology is like dark matter, it is touching everything!" 
  • RT : Andreessen: If you get an English degree, you're going to end up working in a shoe store.  
  • Eric Schmidt tells that this is the best time in the world to be an entrepreneur."
  • No one says I'll take a higher tax rate, but we can still be irresponsible in spending. - Jamie Dimon 
  • The big takeaway from : Paul Krugman has never heard Justin Bieber.
  • Anither gem from Krugman: Technology is part of the reason for the decline of labor's share of economy 
  • Krugman said it was also pretty silly that people went so bonkers when Steve Jobs died last year. 
  • "Most of the value of technology comes from using it, not making it." 
  • RT : Moritz: An industry that does not employ software programmers is severely threatened  - beware!
  • All economic statistics are just a boring form of science fiction. Chinese statistics more than most - Krugman 
  • Almost impossible to uphold contracts in Italy. 
  • Goldman's Blankfein: Curb Your Enthusiasm For Early 2013  
  • Andreessen denies Internet bubble, advises Times to stop printing 
  • Indra Nooyi: "At the end of the day we are in the eating occasion business—'Share of Stomach'." Adorable insight. 
  • "We have to run the company for decades to come.....not the tenure of one CEO" -  CEO Indra Nooyi 
  • Schwarzman on Blackstone's new hires: 'If you ever violate insider trading rules; I will hunt you down and send you to jail.' 
  • "The danger is in treating hedge funds as a group. Differentiation is key." Ray Dalio. 
  • Interesting perspective from Dalio - says hedge funds industry has too much beta (aka: they basically track the broader market).
  • Rubinstein: Interest rate bubble could bust when when the Chinese refuse to buy our dollars. 
  • Ray Dalio: 'He who lives by the crystal ball is destined to eat ground glass.'  
  • For 2013 Rubenstein likes carbon energy and healthcare in the US, European assets that have suffered in 2012 and Sub-Saharan Africa 
  • Legendary hedgie : "Best trade, eventually, is to short global bond markets as long-term interest rate structure backs up."
  • Jamie Dimon says at  the electricity trading ban on JPMorgan is "not that big a deal":  More to come on this.
  • Twitter's  tells NYT's : Once someone's an active user on Twitter, "we don't lose you." 
  • Moritz:  is right that it's easier than ever to start a company, but prob harder than ever to build a biz that endures
  • Stupidest decision by US is educate talent from around the world here and then kick them out - Eric Schmidt 
  • RT  Eric Schmidt at the  Conference: "Intelligence is distributed universally & a lot of it is not in the US."
  • "You have people walking around in India with more computing power in their pocket than we had when first flying to the moon"Moritz-
  • Moritz: Nobody can imagine at the start how significant a company will become b/c in the beginning you're just struggling to survive
  • Google's Schmidt took ride in 's self driving car, says it is more of a tailgater than he would like. 
  • Blankfein: We have a responsibility to enlarge the pie, and distribute it in a fair way. 
  • Even when it correlates negatively. MT  Goldman's Lloyd Blankfein: "Every activity our firm does correlates with growth."
  • Gov't-wary Marc Andreessen: "There is an appropriate level of regulation" for privacy. Hard to figure out, tho 
  • Steve Jobs is a role model for Silicon Valley entrpreneurs. “I think his spirit is going to live on for a v long time.” (Andreessen)
  • Marc Andressen says the market is ascribing zero value to several of Google's key businessses. "Wall St hates tech." 
  • RT : “My experience of life is the regulators always win anyway.” - Jamie Dimon at  conference 
  • Andreesen argues that non-quant college degrees are becoming irrelevant if you want to be prepared to enter the new work force
  • “My experience of life is the regulators always win anyway.” - Jamie Dimon at  conference  
  • Dimon on lobbying: "It's in the 1st Amendment." .
  •  "When you look in the mirror, do you think 'Greatest of all-time?' or 'Less than a god, but more than a man.'"


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Thursday, December 13, 2012

Fiscal Cliff Trends

Amazing chart from Reuters on how the word 'fiscal cliff' appears in official SEC filings:

fiscal cliff

Thought I'd run the word on google trends:

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Thursday Links




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Wednesday, December 12, 2012

Sleep[dilbert]

 

Dilbert

 

 

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Wednesday Links




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Tuesday, December 11, 2012

England: Melting pot[infographic]

Via: Economist

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How to write good?

 

Via: Daily

 

 

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