September 2008
33 posts
joelaz:
Jay-Z - Lost One
Addicting poppy beat
Google Turns 10 →
Fascinating time line of how Google evolved
The Paulson Plan Will Make Money For Taxpayers →
Andy Kessler bets that Paulson could end up making the government a few hundred billion.
Dr. Strangelove, Paulson, and the Face-Slap Theory →
Is Paulson just playing mind games with the market? Wouldn’t surprise me if this was part of the strategy. As we have seen, there is still a great deal of indecision out there as to whether this deal will get done. I, for one, am concerned about what Congress is doing to it (it’s gone from 3 pages to 33 in 2 days). It certainly is not perfect and I question whether Government is...
“No, I don’t see any viable way to plan for the end of the world. I don’t know...”
– Howard Marks, Oaktree Capital
“Now, after executing the short-sellers in a show trial, the S.E.C. chairman,...”
– Cliff Asness in the NYT
Now Squared →
Interesting articles
tuneage:
Boy Genius - “Failing Gravity”
Fun...
The Paulson Doctrine →
All I have time for right now are links to the things I’m reading. This, among the other posts at Info Arbitrage, are must reads if you’re at all interested in The Mess.
Gut Instinct’s Surprising Role in Math →
Two NYT articles in a row. Oye.
Wall Street’s Next Big Problem →
If AIG is having these problems, what else is in store for insurance companies across the world?
Leave Wall Street and Join A Startup →
First Round Capital appealing to laid off Wall Streeters. Clever!
“It’s amazing how creative people can be when a safety net simply...”
– From Roadkill to Resurrection: Lessons Learned from a Failed Entrepreneur
International market snapshot →
One interesting note after glancing at these charts is the consolidation happening lately. The range has tightened up quite a bit, which may indicate expansion some point soon. Ironically enough, it appears that the S&P 500 may be one of the healthier charts in this list.
Track Hurricane Ike / Stormpulse →
More weather geek stuff
tuneage:
Ra Ra Riot - “Can You Tell”
Some...
“By the way, I do have an answer about how to make money in a zero margin...”
– Banking in a zero margin world
What's working →
Snapshot of which sectors have been working lately. Do these make sense given recent economic developments? They don’t always have to.
Passing Premium Puzzle? →
Why investors don’t allocate 100% to stocks and why football teams don’t pass 100% of the time, even though both have higher returns over the long run.
White Collars Turn Blue →
Paul Krugman wrote this 12 years ago, from a perspective of 100 years from then. “Perhaps the best way to describe the flawed vision of fin-de-siecle futurists is to say that, with few exceptions, they expected the coming of an “immaculate” economy — an economy in which people would be largely emancipated from any grubby involvement with the physical world. The future,...
Google Chrome →
Google shaking things up again with the release of their own browser. My first impression is very positive, both in terms of the product/technology and strategy. I don’t think Google really cares about Chrome’s future market share so much as they want to see the best components adopted by the other browsers, and vice versa. This is basically Google kicking Firefox, Internet Explorer,...
Tales From the Cellphone Tour →
Before he started a new project, Roeding felt the need to “expose myself to a lot of uncomfortable situations and take myself out of my cozy little life,” he said in a recent interview.
