Viewing profile — sceew

Its like the researchers back-solved for a headline, and even tried to optimize for what would make HN front page

Cash-flow producing assets become more valuable during inflation. The rich own assets, they financed these assets with debt. Debt becomes less burdensome with inflation, increasing…

Not sure why the % returns really matter here. Even if you lose money, insider trading is still insider trading. Congress + senators 100% receive insider information. Even if its n…

"The thing I have noticed is when the anecdotes and the data disagree, the anecdotes are usually right. There's something wrong with the way you are measuring it," - Jeff Bezos

I think Matthew Ball on Twitter is responsible for the increased usage of "Metaverse" amongst investors, business strategists, etc. He recently launched an ETF ($META) that indexes…

Also the comments are a big indicator of social media clout.

I'm not bullish on Coinbase, but the upside case is the market cap of Visa, Mastercard, Ant Financial, Paypal, Square, Stripe, Payment Processors, Bank, Asset Managers, etc -- not …

FactSet and CapIQ have the capability to do this. A lot of this job is 'automated' to a certain extent, so it's not like the hours are being driven by antique software. There's jus…

These (software) are the most incredible the companies the world has ever seen. Sure, valuations may look crazy compared to historical norms in different industries, and may be due…

Chapter 11 usually happens when a company has a level of debt that was issued at a certain valuation or time in their business performance. And then for whatever reason, the compan…

This seems pretty speculative and a huge risk for Citadel as an institution. I think most of their profit is coming from volume as a market maker. They capture small dollars on the…

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” - Ben Graham This mostly holds true depending on you define 'long run.'

Don't forget instagram.

If this leads to lower price while keeping quality constant, sign me up.

Just got it for $140 on ATT. Bought the subsidized pre-paid version (same phone), but it works for postpaid ATT.

What are your favorite forms of high fat? Looking for accessibility, healthiness, and satiety.

Aren't we always going to have two pilots? a captain in case the computers fail, another in case the captain fails. Automation (airpilot) has already been around...?

Here's what's in my daily website 'checklist' folder: WSJ Bloomberg Fortune Valuewalk Techcrunch Dealbook Fortune's Termsheet (usually just read dan primarks pro rata) Naked Capita…

Laptops are more convenient than phone + monitor.

Volume DNE extent.

What are the primary skills of the 'Wharton data scientists' you are talking about? Is it excel, SQL, R, Python?

Apple is very hostile about this, especially when it comes to iMessage.

China free-rode off of that investment by adopting Western technology with no virtually no R&D, greatly benefiting.

Uh, citation needed. Isn't the 1.5 trillion number the total cost projected out to 2070 or so? (with maintenance included) You can't take the cost of the whole program to 2070 and …

So what is the solution? What do you do about the expansion of populations ( http://www.nzdl.org/gsdl/collect/fnl2.2/archives/HASH8cd2.di... ) in developing countries that are stil…