Monday, June 29, 2020

Private Equity has failed to outperform stocks, research says, but Limited Partners aren't turning away

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From PitchBook: Two decades ago, there was a consensus that private equity offered returns unmatched by the stock market. But PE funds i...

The FT's Jamie Powell and Barron's Matthew Klein Both Do Cameos at Upfina: "ESG: Robots > Humans"

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Ha! I'm beginning to think of the FT Alphaville peeps, current and former, as sort of like the Trilateral commission. Or maybe the Illu...

Updated La Niña Forecast: Trouble Ahead

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Trouble behind. It's always something. First up, from IRI/Columbia , the current plume of the model runs: Our boilerplate definitio...

"Chesapeake Energy's bankruptcy delivers hit to reeling pipeline, service firms" (CHK)

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I think Reuters pre-wrote some of their coverage. Or they react to events very quickly: Chesapeake Energy Corp’s bankruptcy will pile mor...

The Archbishop Of San Francisco Performed An Exorcism On The Spot Vandals Tore Down A Statue Of Saint Junipero Serra

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From National Catholic Register via Democratic Underground: SAN FRANCISCO, Calif. — On June 19, the statue of St. Junipero Serra fell to ...
Sunday, June 28, 2020

Asia: "Hydrogen: A game-changer for Asean"

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A deep dive from the Bangkok Post, June 25: For the past two decades, hydrogen has rarely been mentioned by proponents of renewable energ...

India: Locusts Reach Outskirts of New Delhi

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It's like a horror movie. Or the American Midwest in the 19th and 20th centuries* From PoAndPo Agrifish, June 27: Swarms of desert l...

U.S. Natural Gas Major Chesapeake Files For Bankruptcy Protection (CHK)

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Not as major as it once was but still big enough that taking some of their production out of the mix is a positive for prices. From Reuters...

"Is Farmed Salmon Really Salmon?"

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Yes, but like any life form you have to have some genetic diversity. But not create a separate species as you go through the generations. ...

Social Sadism: The Woman Who Studied Cruelty (a lesson for today)

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Since we posted " Social Sadism and the Sadocratic Impulse " in 2018 it seems the phenomena has spread far and wide, cruelty for n...

It's Time For UC Berkley To Change Its Name, NOW

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And I propose the new name be "The University of Greater Oakland." They've already changed the name of the law school buildi...

Looking at Things: "The Glacial Gothic, or the Cathedral as an 'Avalanche on Pause'”

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From BLDG BLOG:   [Image: Diagram from The Stones of Venice by John Ruskin.] There are at least two interesting moments in John Rusk...

Big Old Houses: “The King of New York”

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From New York Social Diary: During the 1920s, humorist Rube Goldberg wrote a gag piece in the The New Yorker about a tourist who comes...
Saturday, June 27, 2020

Wirecard, The Movie: The FT's Dan McCrum Potrays A Man Pushed To The Brink By Teutonic Treachery

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From the Financial Times: I mean to begin with it was hard to believe. You have a sense of the Financial Times as a reputed organisation....

"Singapore Is Failing at Digital Sovereignty"

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From Palladium Magazine: The intensifying geopolitical competition between China and the United States has sounded the death knell for li...

"How One Man Created The Biggest Virtual Pub Quiz In The World"

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Opportunity is everywhere. From Esquire, June 16: When Jay Flynn was homeless, he packed up his worldly belongings every morning so that...

Thinking Big With Freeman Dyson: Project Orion

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The writer is Professor Emeritus of Physics at the Stevens Institute of Technology. From Inference Review: As the reader will learn, my f...

The China Ship: "How silver changed the world"

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This is Chapter 4 of the South China Morning Post's series that began with The China Ship : The main objective behind the sea route p...

Follow-Up: "Princeton Dumps Woodrow Wilson’s Name Over ‘Racist Thinking’"

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Following up on last Sunday's International Affairs: "Panopticons and Chokepoints" : Woodrow Wilson was a racist. So, I'...