Wednesday, March 28, 2018

Oracle's Larry Ellison Is Getting Into Farming In A Big Way (automated, hydroponic, greenhouses)

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From the Honolulu Star-Advertiser: Tech billionaire Ellison sees potential for agriculture on Lanai Manele Bay, Lanai >> For much ...

Travis Kalanick: The Musical

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I'm sorry, I lied. That headline is " f ā ke ™ " or, in the words of Sheldon Cooper "A big fat whopper". However, ...

Re/Insurance: Axa May Have Made A Giant Mistake With Its Purchase of XL Group

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Former FT Alphavillein David Keohane, now in Paris, has a couple intriguing stories this week. From the Financial Times: Axa chief defen...

Capital Markets: "Three Developments Shaping Month-End"

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From Marc to Market: Today may be the last day of full liquidity until next Tuesday, after the Easter holidays. We identify three develo...

"A Little-Known Cobalt Miner Wants to Out-Produce Everyone Except Glencore"

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Little known, waddya talkin.? From Bloomberg, March 26: Closely held Chemaf plans to compete with biggest ...
Tuesday, March 27, 2018

Nvidia: Does the Whole Self-Driving Timeline Have to Be Reassessed? (NVDA)

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The headline is a bit over-dramatic but the issues are real. Additionally there are a half-dozen pup chip companies that are looking to tak...

Uber Killing Pedestrians: There's More to the Story

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I know it's not plural "Pedestrians" yet but apparently there is a real risk there are other potential victims. A week ago w...

Tesla's Stock Is In A Very Dangerous Spot (TSLA)

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We've noted the $300 line on the price chart a few times, not because of the "psychologically important" big fat round number...

"Two Centuries of Momentum"

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Our five word introduction to last month's " Alice In Factorland: Can Momentum Investing Be Saved?—Arnott et al ": Possibly...

Questions the Bank of England Is Asking: "Can central bankers become Superforecasters?"

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From Bank Underground: Tetlock and Gardner’s acclaimed work on Superforecasting provides a compelling case for seeing forecasting as a s...

"What Your Fund Management Job Will Look Like in a Decade"

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From Bloomberg Gadfly: Forget about picking stocks. Mining data will matter more.  Asset managers are being squeezed as increased regula...
Monday, March 26, 2018

"If you dollar cost average into low-fee index funds, you'll have more time to screw around on Twitter $STUDY"

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Chart via StockCats :

Now the Important Stuff: How to Name Your Hedge Fund

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Umlauts. It is hard to go wrong if your name contains umlauts, diaeresis, or other diacritics. * With the widespread adoption of Artifici...

"How to Make Big Money in Small Markets: Commodities"

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Following up on the post immediately below, " Catching The Big Trends: "Four Decades Of Disinflation" ", a repost from D...

Catching The Big Trends: "Four Decades Of Disinflation"

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Pretty important stuff. One of our comments in December 2013's Intertemporal Arbitrage: "Winning Big by Playing Long-Term Trends...

"Craft Oil: The Lesser-Known Side of America’s Energy Industry"

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Artisinal, small batch, hand crafted... From Visual Capitalist: Go back a decade, and America’s energy industry was quite the hot button...

Dropbox Is The First Y Combinator Investee To Go Public

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There have been M&A exits, with Twitch probably the most notable, and some of companies YC put early money into have basically chosen to...

The Agricultural Economy MAY Have Bottomed: Creighton University's Rural Manstreet Index

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We are usually more timely about getting the index report out, our apologies. From KTIC Radio, West Point Nebraska: Rural Mainstreet Inde...

"Equity Meltdown Aborted, Dollar Eases"

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From Marc to Market: After a poor start in Asia, equities recovered. The MSCI Asia Pacific initially extended last week's losses and ...

Insurance-Linked Securities: "Risk to pandemic cat bond creeps up as Lassa fever deaths rise in Nigeria"

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From Artemis: The number of confirmed deaths from the Lassa fever outbreak in Nigeria has risen according to the latest information avail...