November 2008
25 posts
Food Art →
Openness and the Disaggregated Future of Education →
A New Wind Is Blowing in Chicago →
So which is it now: an efficient mechanism or a manipulating liar? Should you...
– Ignore the Stock Market Until February - WSJ.com (via fred-wilson)
Andy Kessler is a smart guy. I think he’s talking about and recommending something that is already taking place. That is, retail and institutional investors alike, are sitting this market out. And that is translating into...
In soccer penalty kicks, goalkeepers choose their action before they can clearly...
– Action bias among elite soccer goalkeepers: The case of penalty kicks
Depression 2009: What would it look like? →
A thought experiment? I hope so.
an astonishing 14 on the [Forbes 75 richest people in history] list are...
– Life on a Shirt by Jana Eggers » The impact of timing: why this financial crisis is our biggest break (via fred-wilson)
Our government should listen to these guys.
Google Flu Trends →
Know before the CDC
How do value investors deal with the analytical necessity to predict the...
– Seth Klarmin, Margin of Safety
Stock Pickers Struggle for Bear-Market Edge →
I was hoping for a more detailed article and something that didn’t sound like an advertisement for Vanguard funds, but the point was made. As much as I believe there is opportunity for change in the portfolio management industry, I’m not confident investors will ever be able to restrain themselves from chasing the next big thing up the hill and over the cliff.
I had a conversation...
Obama's Seven Lessons for Radical Innovators →
Stanford Engineering Everywhere →
The open course concept seems to be catching on. I heard the other day that tuition at my alma mater is up about 25% since I graduated. That can’t go on forever. Higher education is simply making the chance of disruption more likely as tuition spirals out of control. It may not happen tomorrow, but if I had to guess, things will look quite different 25 years from now. Opportunities...
The price of an asset, like a house or a stock, reflects not only your beliefs...
– Modeling Risk
In Modeling Risk, the Human Factor Was Left Out →