John Von Neumann Documentary
This one is for serious geeks only. In terms of mental horsepower there are a handful of people like Von Neumann and then there is the rest of us.
Ten Minutes With Tate – The Narrative Fallacy
Some additional references – Yachtman Bets BlackBerry Can Survive Market-Share Plunge RIMS Market Share Slips Some More The New Blackberry Debacle Worldwide Market Share For Smartphones
DetailsSo You Think You Can Value A Company Do You?
I must admit having fun with value investors is a somewhat akin to shooting fish in a barrel The hubris required to believe that you and you alone actually know what something is worth and that the market will believe you is extraordinary. Consider the case of HP’s acquisition of software maker Autonomy, they thought…
DetailsAsian Markets
I am planning on doing a longer piece on the heterogeneous nature of Asian markets as a function of their cultural and economic background. In the meantime I needed to generate a chart of the comparative performance of the Nikkei, the Hang Seng and the doggy Shanghai Composite over the past year.
S&P500
I like everyone else has been ear bashed by the notion of the fiscal cliff – that is yet another seemingly childish staring contest by people who are supposedly adults. We have seen several of these this year particularly in Europe where the Greeks and the Germans tried to out dickhead each other before actually…
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