Thursday, April 27, 2017

"Synchronoss Technologies stock plummets 28% on departures from CEO and CFO; revenue warning"

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My first thought was "Well that doesn't sound good" My second was "Only 28%?" Ha! That was in late pre-market wit...

"Time to Explore Alternative Ownership Structures for Network Effects Businesses including Twitter" (TWTR)

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Following on the post immediately below on the hyper-Pareto accretion of revs to FB and the GOOG, an idea for the so-far loser in the platf...

Media: Problems With Revenue Flows and the Reason Ms Kaminska Wrote That FT Story

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I thought she was just bored and we didn't link but now it appears the article was part of a business-side decision. From King Lord M...
Wednesday, April 26, 2017

"What Do Germans Think of the Juicero?"

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It's come to this, the Germans are making jokes, JOKES, at Silicon Valley's expense. From The Awl: Deutschland über us (now almo...

"The Statistics of Coin Tosses for Theater Geeks"

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From JSTOR Daily: Heads. Heads. Heads. Heads. Heads. Heads. Heads. Heads. Heads. Heads. Heads, again. Tom Stoppard’s classic play Rosenc...

Oil: "WTI/RBOB Jump On Largest Crude Draw In 2017 Offset By Major Product Build, Rising Production "

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WTI up 34 cents at $49.90. From ZeroHedge: WTI/RBOB prices were at the lows of the day after last night's huge surprise inventory da...

Waymo vs. Uber: 8 Things I Learned From Anthony Levandowski Taking the 5th

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As noted in April 1's " Uber: Judge Says He May Grant Waymo's Request For An Injunction Against Uber's Self Driving Efforts...

"Oil focus on EIA inventory report following slump"

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From Saxo Bank's Head of Commodity Strategy: EIA inventories report to be published at 1430 GMT Tuesday's API print showed a near...

“All the best people left banking years ago”

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I'm not sure why it does but the headline reminds me of some 1920's socialite coming in to work from Long Island on their commuter y...

First Quarter Returns On U.S. Farmland Lowest In 25 Years

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From Agrimoney: California farmland returns shrink - even as rains return The end of California's drought has not answered all its ...
Tuesday, April 25, 2017

Hemingway the Investor

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From the Paris Review, March 24: Papa the Investor How Hemingway became a major shareholder in a venerable Italian publishing house. Er...

Unroll.me Co-Founder Responds To Criticism The Company Sold User Info To Uber

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Following up on yesterday's " We're 'heartbroken' we got caught selling your email records to Uber, says Unroll.me bos...

"The Untenable Case for Perpetual Dual-Class Stock"

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From The Harvard Law School Forum on Corporate Governance and Financial Regulation: Editor's note   Lucian Bebchuk is the James Bar...

"Jack Ma Sees Decades of Pain as Internet Upends Old Economy"

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Feel the pain, embrace the pain, use Alibaba's Ant Financial, etc. From Bloomberg: Alibaba founder say...

The Coming Opportunity From The Shift To Passive Investment Management

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It is still some time in the future but when it comes the current and evolving structure of the market and the advisory biz is going to resu...

Ag Commodities: "Grain Bears Take Heart in Rapid US Plantings"

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Last Chg Corn 364-4 -1-0 Soybeans 968-0 -3-6 Wheat 418-4 -0-6 From Agrimoney: Grain bulls were stopped in their tracks...
Monday, April 24, 2017

Deliver Us From Traffic

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From CityLab, April 20: Cities Seek Deliverance From the E-Commerce Boom It’s the flip-side to the “retail apocalypse:” A siege of delive...

"We're 'heartbroken' we got caught selling your email records to Uber, says Unroll.me boss"

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It's getting so you can't trust any of these companies with your data. Any of them. From The Register: Not sorry we did it – jus...

Ralph Lauren Still Paying $68K Per Day Lease On Closed NYC Flagship (RL)

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$68,493 per day for 39,000 square feet? We may have found one of the problems with retail. Back in 2011 Airbnb was offering Liechtenstein f...

Platts: "Why the crude rally has fizzled: Market analysis series" Part II

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Our intro to to Part I , April 20, 2017 : Here's the last year of WTI prices via FinViz : $51.34 up 49 cents, last. Currently ...