Tuesday, October 29, 2019

"How Low Will GDP Growth Be In Q3 2019?"

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Gross Domestic Product, 3rd quarter 2019 (advance estimate) October 30 08:30 AM ...

"California wildfire damage potential said $25bn. Spread continues, fire weather forecast worsens"

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From Artemis, October 29: California continues to be beset by dangerous fire weather conditions, with some of the strongest winds yet pos...

Capital Markets: "Calm before the Storm"

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From Marc to Market: Overview: The more prominent events this week still lie ahead, and the capital markets are trading accordingly. The...
Monday, October 28, 2019

"A battery technology worth its salt"

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At the moment lithium is in oversupply and cobalt, having dropped some 65% from the glory-days highs has bounced some 40% off the late-July ...

"India vaults to 63rd in ease of doing business rankings"

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Someone tell Mr. K. his paperwork is ready. From Live Mint India saw the biggest jump in ranking in the ‘resolving insolvency’ category ...

USDA Crop Progress Report, October 28, 2019

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Not the progress that was expected. Good for speculators, bad for farmers. From the USDA: ...Corn Harvested - Selected States [These 18...

Beyond Meat Beats, Stock Sags (BYND)

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Word order very important in headlines. From Yahoo Finance: Beyond Meat earnings beat expectations, boosts guidance Beyond Meat ( BYND ...

No, I Would Not Like A Shelter-in-Place Anti-Earthquake Bed

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From 99% Invisible: When a retired Chinese inventor unveiled his design of an earthquake-proof bed a few years back, reactions were under...

"1.5 Million Packages a Day: The Internet Brings Chaos to N.Y. Streets" (AMZN)

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From the New York Times: An Amazon order starts with a tap of a finger. Two days later — or even in a matter of hours — the package arriv...

"When Business Intelligence Meets Artificial Intelligence"

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Sounds easier than dumpster diving for top secret records. Or counting trucks at a loading dock. Or running a honeytrap on a competitor. ...

"Did FT Alphaville's Jemima Kelly Destroy The Barclay Brothers?" (are they being run out of Britain?)

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While using the magician's misdirection ploy, in this case the woeful tale of the discharged iPhone * , it appears the real action is in...
Sunday, October 27, 2019

Two of China's Icebreakers Are Sailing To Antarctica For the High Season

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From the South China Morning Post, October 22: Chinese icebreakers set sail for Antarctic rendezvous that will herald ‘new era of polar ex...

"Sunshine, stars and sustainability – Monaco Yacht Show report"

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From Spear's Magazine: A UK firm has cleaned up at the Monaco Yacht Show, where themes of sustainability were again prevalent , writes...
Saturday, October 26, 2019

Taleb: "Infrastructure is commonly held to be a good thing. It's not. It creates winner-take-all effects in communication" (plus French towns trapped in the wrong place)

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Via Nassim Taleb's Twitter feed: For those not used to Twitter language (or aphorisms), "it's not" should be trans...

"China's Great Wall Across the Heart of Europe"

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If you're like me, the first thing you thought of when you saw the headline was the Hajnal line. From InfoGalactic : The Hajnal line ...

To Create A "1%" In A Social Hierarchy You Don't Need An Economic Surplus, Just A Storable Form Of Wealth

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This is a repost from January 2, 2017.   Original post:  So there I was, reading the abstract of " Hazelnut economy of early Holocen...

Pando's Sarah Lacy: "This is my last story about Uber CEO Travis Kalanick" (and some thoughts for investors)

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As promised, a couple more reposts from Pando, the first one from Sarah herself: First up, the headliner along with some extraneous comment...