Monday, November 27, 2017

"Why are some countries richer than others?"

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From Cambridge's Simon Taylor's personal blog , Behind Blue Eyes: The first part of my new MFin elective Understanding the World...

"Walmart’s late-mover advantage" (WMT)

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This was originally posted at 13D in late October i.e. after the move began but before the recent gap-up verticality in the stock price: ...

Gambling, Investing and Gaming Loot Boxes

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Not being a gamer I have to make an effort to pay attention to what is going on in that sphere but from time to time the effort pays off. A...

Media: "...Why Mashable Flamed Out"

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Following up on " Bad news from Mashable, BuzzFeed, and Vice shows times are rough for ad-supported digital media " and " Is ...

A Cold December Could Heat Up Wheat Prices

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From Barron's Commodities Corner, Nov. 25: A brutal cold snap in December is likely, according to some forecasters, and it could lift...

Shipping: "Insurer Ordered to Pay $1 Billion Over 2002 Prestige Oil Spill"

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Tough call. Do you allow the boat into your port or end up with this? Or both, which I'm sure is what was going through the minds o...
Sunday, November 26, 2017

BoE's Bank Underground on Cellphones: "Is the economy suffering from the crisis of attention?"

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From Bank Underground, Nov. 24: Smartphone apps and newsfeeds are designed to constantly grab our attention. And research suggests we...

Capital Markets: "Events + Market = Potential for Combustible Price action"

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From Marc to Market: There are a number of events and economic reports in the week ahead that will help shape the investment climate ...

Whatever Happened to Amazon Coin? (AMZN)

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Going on five years ago Amazon introduced Amazon Coin to purchase apps for their Kindle. Here's the press release: Introducing Amazon C...
Saturday, November 25, 2017

UPDATED - Gambling, Investing and Congratulations to Izabella Kaminska of the Financial Times

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Update below. Original post: Last week the Throgmorton Restaurant came up in conversation and later I was googling around for it and ende...

"10 of the most-funded startups to fail in 2017"

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 From TechCrunch, September 2, 2017: Startups rise and startups fall. 2017 has seen some prominent startups go under. From Jawbone to Be...

"Shale Hedges Threaten Oil Rally"

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From Oilprice via Wolf Street, Nov. 24:   Surge in hedging puts downward pressure on the oil futures curve. By Nick Cunningham,  Oilprice...

"Saudi Arabia's Great Gamble"

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From The National Interest: The crown prince's goal is to cut Iran down to size and make it accept Saudi hegemony in the Persian Gulf....

"How AI Could Change Amazon: A thought experiment" (AMZN)

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From Digitopoly, October 3: [ This post originally appeared in HBR online on 3rd October, 2017 ] by Ajay Agrawal, Joshua Gans and Avi Go...

So, What's the Online Experience Like These Days?

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From Digiday, Nov. 24: ... How would you describe the current digital advertising user experience? People are still bombarded with ads, th...

Elaine Would Prefer That Amazon Not Move to San Francisco (AMZN)

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From Elaine's Idle Mind, Nov. 14: Go Away Amazon In the middle of a self-declared housing emergency, the San Francisco Bay Area ...

World Economic Forum: "Welcome to 2030. I Own Nothing, Have No Privacy, and Life Has Never Been Better"

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From those wonderful folks who bring us Davos, Existence as a Service! Yes you can now purchase your existence for periods as short as one ...

"Dollar threatened by six years of weakness - Morgan Stanley "

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The story is from RT so it's probably just Russian dezinformatsiya , or maybe that's what they want us to think and it's actual...

Understanding Online Writing

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Although the author focuses on Facebook, the template he provides can be applied in analyzing anything written on the web, from a 140 280 c...