Wednesday, December 28, 2016

“Fake it till you make it”: The Dark Side of Bro Culture In Silicon Valley

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Since around the turn of the century I've been trying to decide if the emphasis should be on the 'Sili' or the 'con' in ...

Corn Futures In 2017: Analysts Weigh In

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We're posting two of the seven analyst comments, Goldman because it's always good to know what they're telling the world and Rab...

Appeals Court Holds That SEC Administrative Law Judges Are Unconstitutional

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From the Volokh Conspiracy at the Washington Post: The Volokh Conspiracy by Jonathan H. Adler ...

Société Générale's Albert Edwards Not His Usual Jolly Self (II)

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Still, all in all, doing better than that time we posted " Société Générale's Albert Edwards Descends Into A Nightmare World of Dre...

News You Can Use: "How To Invest In The New World Order"

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Putting aside the NWO jokes, there are some profound implications if this thesis is correct. From Bawerk.net : In our latest Toward a New...
Tuesday, December 27, 2016

As NVIDIA Notches Its 10th Straight Daily Gain, Lots Of People Say Nice Things...HOWEVER (NVDA)

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Ten days in a row, 30%. NVIDIA is far and away the best performing stock in the S&P 500, leading #2 ONEOK by something like 90 percenta...

"The Future of Driving Is Now a Gold Rush"

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Just keep in mind who actually makes money in gold rushes. From Backchannel:   A crowded field of car companies, tech giants, and startup...

"Brent curve signals oil tanks will start emptying in second half of 2017"

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John Kemp at Reuters, Dec. 21: OPEC and non-OPEC oil producers have agreed to reduce their combined output by more than 1.7 million barrel...

Oops, Missed One: Tesla Had Another $241 Million Cash Infusion We Didn't Mention (TSLA)

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Following up on " "Panasonic to invest over $256 million in Tesla's U.S. plant for solar cells" (TSLA) ", this would...

Asness vs. Arnott: Factor Rotation Research

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From Newfound Research: Factor Rotation: Possible, but Worth It? Summary­­ With significant research into factor rotation in 2016, we...

"Panasonic to invest over $256 million in Tesla's U.S. plant for solar cells" (TSLA)--UPDATED

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UPDATE below. Original post: Combined with the expansion of their credit lines the company has now raised 3/4 billion of the estimated $3 ...
Monday, December 26, 2016

"2016: The year in heists and capers"

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From Quartz: It’s been a year of smash-and-grabs, get-aways, infiltrations, intrusions, master schemes, and mad dashes. The heist economy...

Artificial Intelligence and the Role Of the Literary Critic

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First they came for the literary theorists and I did not speak out because--well, you know the drill. *  From Aeon: The author is a comp...

Bessemer Venture Partners Anti-Portfolio

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For the last eight or so years we've visited one of the best finance pages on the internet. From Bessemer Venture Partners: HONORI...

Boxing Day Update: "Family Receives 38-Piece AstraZeneca Assorted Pill Sampler"

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From AFNS: ALPHARETTA, GA—Gathering around the kitchen table to pick out their favorites, all four members of the Johnson household ...
Sunday, December 25, 2016

The Geographic Development Of American Suburbia

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Although varying in the details (more emphasis on railroad lines, etc.), the 1850-1930 experience of the English suburbs and the French banl...

Predictions 2017

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Via Stock Cats' twitter feed: 2017 predictions pic.twitter.com/wSpSC9YnYf — StockCats (@StockCats) December 23, 2016

"Malls Are Dead. Long Live Online Shopping"

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First up, the headline story from Bankers Anonymous Dec. 25: At Christmas 2016, the twenty-year battle is over. One side won, one sid...