Wednesday, August 29, 2018

UPDATED—"How Beer Revolutionized Math — and Just Might Save Humanity "

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Update below. Original post:   This piece makes a good introduction to a looming problem at the intersection of big data and biology. Bac...

"CoinDesk's quietly profitable media business"

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From Axios: CoinDesk is the hottest digital media startup that most people haven't heard of, generating around $20 million in reve...
Tuesday, August 28, 2018

We May Have to Remove A Zero From The Last Waymo Valuation (GOOG)

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Following up on August 22's "This Valuation Says Google’s Waymo Unit Is Worth More Than Tesla" (GOOG) . From c|net's Road...

The Central/Eastern Europe Boom May Have Passed Its Peak

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Except for Poland, they're still putting up some numbers. From BNE Intelligence CEE boom passes peak August 15, 201...

Did Tesla Really Renege on its Solar Panel Deal with Panasonic? (TSLA)

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The stock is down  $3.26 (-1.02%) at $316.01. The source is, as will become apparent, rather pro-Tesla but this is probably the fairest in...

How The Natural Gas Trade Will Transform In the Next Five Years: "IEA, Gas Market Report 2018"

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From Power Magazine, August 1: THE BIG PICTURE: A Gas Trade Transformation (Infographic) According to the International Energy Agency, g...

Energy: Have LNG Majors Learned Their Lesson?

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Probably not. There's a lot of stuff coming online and the big players will have to: a) sell it b) resist the urge to immediately re...

Journalism at $15.66 per word: In 1928, William Randolph Hearst hired Mussolini to write a column for Cosmopolitan.

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Spare a thought for the journalists, As noted in the intro to 2013's " Why Aren’t Top Journalists Rich? ": It wasn't alw...

Let's Check In With The Fly To See If His Winning Streak Has Changed Him

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From The Fly at iBankCoin , August 27:   S T F U There’s nothing you can say now that can derail stocks. All of your bearshit has been ...

According to the 1991 movie Terminator 2: Judgement Day, August 29th is the day Skynet becomes self-aware.

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Just a heads-up for tomorrow. The quote :  The Terminator: The Skynet Funding Bill is passed. The system goes on-line August 4th, 19...

Commodities: The 'Commitment of Traders' Reports Aren't Really Timing Tools But...

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They can tell you when to pay attention. Here's the introduction to " Gold, Silver Looking At Two-Year Lows ", August 13: ...

Apollo Management Decides It Wants More Insurance Exposure, Buys Aspen For $2.6 Bil. (APO)

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From Artemis, August 24: Apollo buying Aspen for $2.6bn Private equity and alternative investment specialist Apollo Global Management, ...
Monday, August 27, 2018

"Orrery.ai aims to turn streams of data into secret weapon for strategic investment"

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Please set your coffee or other beverage down for just a moment. From GeekWire: Satellites, sensors, social media and purchasing data pr...

Gambling: Sportsbooks Banning the Smart Money (WMH: Lon; WIMHY)

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From ESPN: Already a hot-button issue in the United Kingdom, a controversial bookmaking practice is starting to spread in the U.S.'s ...

The Breadth and Depth of Google Data Collection Research (GOOG)

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From Digital Content Next, August 21: Google data collection research While the public has been focused on the ongoing Facebook and ...

NVIDIA’s CEO is (almost) the Uncle of AMD’s CEO (AMD; NVDA)

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Things I did not know. From Babel TechReviews: Although NVIDIA and AMD are fierce competitors, interestingly NVIDIA’s CEO Jen-Hsun Huan...

Jim Chanos Has Some Thoughts On Tesla (TSLA)

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If I were in Mr. Chanos' position I wouldn't be talking about the day-to-day nuttiness of the Elon Show. Rather, Mr. C might want t...

Capital Markets: "A Dog Day of Summer"

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From Marc to Market: Last week's dollar losses were initially extended in Asia before it came back bid. The euro briefly poked throug...

S&P To Open At New All Time High Amid Easing Trade War Tensions, Stable Yuan, Broad Sunlit Uplands etc.

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From ZeroHedge: It has been a quiet overnight session as UK markets are closed for holiday, with last Friday's post-Jackson Hole surg...
Sunday, August 26, 2018

"When Fats Waller Met Al Capone"

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Mobster Al Capone was not a cautious man. From his Chicago headquarters, he condemned the wild speculation on Wall Street. It s a racke...