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Nov
7th
Sat
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Sunset over Puget Sound

Sunset over Puget Sound

Nov
5th
Thu
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[Flash 9 is required to listen to audio.]

Matisyahu - One Day

Ok, his older stuff is not as poppy, but I like this one.

Nov
3rd
Tue
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I always tune in for Hussman’s weekly commentary. From “Risk Management and Convex Return Profiles.”

I always tune in for Hussman’s weekly commentary. From “Risk Management and Convex Return Profiles.”

Oct
29th
Thu
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More (Too Much?) Free from Google: Turn-By-Turn

continuations:

Yesterday, Google announced something stunning: free turn-by-turn directions for Android 2.0 to be first available shortly on the Droid phones.  It is stunning because the previously cheapest software only alternatives were apps such as Navigon ($89.99) and TomTom ($99.99) for the iPhone (as an aside, stand alone GPS devices with turn-by-turn directions can now be found on Amazon for as little as $139 for a Garmin nuvi 260 and that’s after 2 seconds of looking).  So here we have a case of Google taking something that previously cost nearly $100 per instance and making it free. Obviously, this is awesome news for the Android platform.

…

This brings up the basic issue: should it be legal for Google to give away a product below cost as part of a strategy of attracting users (and developers) to other services on which it does make money?

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Oct
28th
Wed
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Tudor Investment Third-Quarter Letter
Oct
27th
Tue
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[Flash 9 is required to listen to audio.]

via fred-wilson:

Let Me Ride - Dr Dre - The Chronic

Oct
26th
Mon
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via Altos Research

via Altos Research

Oct
23rd
Fri
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I love tracking my performance via this chart. The last 12 months are especially telling of my style and perspective. Keeping a margin of safety is absolutely key.   Having the lead is a great feeling, but keeping it is another story.

I love tracking my performance via this chart. The last 12 months are especially telling of my style and perspective. Keeping a margin of safety is absolutely key.   Having the lead is a great feeling, but keeping it is another story.

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I haven’t posted a chart or any heavy market commentary it what feels like forever. That’s mainly because it has been a one way reflationary trade for the last 7 months making my longer term macro view incorrect. Out of pure stubbornness and greed, I’ve kept most of the equity positions I took on over Winter 2009 therefore allowing me to keep up the broad market while staying 40% cash (ok, if you figure the USD has lost 10-15% this year, then I’ve taken a severe beating. No European or Australian vacations planned anytime soon, however.). Anyway, I’m posting this chart because we’re at another inflection point in the equity market: S&P 1100. The noise has been intolerable for anyone not day-trading, so, as I’ve done all summer, I’ve elected to sit on my hands. The most important lesson I can take from this year has been to keep moving deliberately, prudent entries/exits, and most importantly, not to fight the trend too much.

I haven’t posted a chart or any heavy market commentary it what feels like forever. That’s mainly because it has been a one way reflationary trade for the last 7 months making my longer term macro view incorrect. Out of pure stubbornness and greed, I’ve kept most of the equity positions I took on over Winter 2009 therefore allowing me to keep up the broad market while staying 40% cash (ok, if you figure the USD has lost 10-15% this year, then I’ve taken a severe beating. No European or Australian vacations planned anytime soon, however.).

Anyway, I’m posting this chart because we’re at another inflection point in the equity market: S&P 1100. The noise has been intolerable for anyone not day-trading, so, as I’ve done all summer, I’ve elected to sit on my hands. The most important lesson I can take from this year has been to keep moving deliberately, prudent entries/exits, and most importantly, not to fight the trend too much.

Oct
20th
Tue
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DC made the NYT. KaChing!

DC made the NYT. KaChing!