May 2010
14 posts
The Smartest House in Vegas →
Dry Powder
I think market moves like the one we’ve seen this month are a great example of why keeping cash on hand is so important. We’re off about 12% from recent highs and back to about the point where I liquidated a large portion of equity exposure this past February. That, along with a few smaller sales through March and April, left me at about a 30/30/40 equity/fixed/cash allocation and...
BigQuery and Prediction API →
Yesterday, at their developer conference, Google announced a few new API services, including Prediction and BigQuery. This is a bit different than your traditional free/open web API, serving as a conduit to a set of data, CPU power, or a single purpose service. BigQuery is essentially a SQL server in the cloud and Prediction opens up some of Google’s internal algorithms for analyzing...
Now what?
The macro landscape is getting more interesting (complicated) by the day. Euro in free fall, potential overheating in Asia, equity markets looking sickly, and gold is off to god-knows-where. Does this resolve itself in a binary manner: hyper-inflation vs muddle through deflation?
In my mind, there is a looming question of which asset class will provide the best risk/return characteristics in the...
Always loved this song. Great live version.
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join diaspora →
Cool
diaspora /dī-ˈas-p(ə-)rə, dē-/ origin: Greek, διασπορά – “a scattering [of seeds]” 1. the privacy aware, personally controlled, do-it-all distributed open source social network
Why Do Harvard Kids Head to Wall Street? « The... →
Excellent commentary
The Epicurean Dealmaker: American Baby →
