Elliot's Twitter Feed

Subscribe to the RSS Feed:
Compounding the Categories
13f aaron clauset after-tax return alan greenspan alchemy of finance alexander hamilton algo algorithmic trading allan mecham all-time highs alpha alvaro guzman de lazaro mateos amazon amsc anarchy antifragile antti ilmanen apple aqr capital architecture art of stock picking asset quality review asthma atlantic city austerity barry bonds baseball behavioral economics ben bernanke best buy bill maher biotech bitcoin black swan bobby orr bridgewater bruce bueno de mesquita bruce richards bubble buttonwood CAPE capital gains capitalism caravan cash cerberus cfa charles de vaulx charlie munger checklist checklist chicago booth china chord cutting cinecitta claude shannon Clayton Christensen clean energy commodities complex adaptive system compound interest constitution content cord cutting correlation cpi craft beer credit suisse cree cris moore crisis cybersecurity Dan Geer daniel kahneman darwin david doran david laibson david mccullough david wright debt ceiling defense department deficit deleveraging disruptive innovation diversification diversity dixie chicken don johnson economic machine economist edward thorp efficiency efficient market hypothesis elke weber eni enterprise eric sanderson eric schmidt euro european union eurozone Evgeni Malkin evolution facebook fat finger federalist 15 federalist papers ferdinand de lesseps flash crash flashboys forecasting fortune's formula fragility fred wilson gambling gene sequencing general electric genomics geoeye george soros global reserve currency gold gold standard google goose island gore-tex government budget grantham greece gregory berns grid parity guy spier hamiltonian path problem hans harvard business school henry blodgett henry kaufman hft hockey horizon kinetics housing howard marks hudson hudson river hussman iarpa ichiro iex imax implied growth incyte indexation indexing innovation innovator's dilemma internet investment commentary ipad ipo islanders italy j craig venter james gleick jets jim grant jim thome jjohn maynard keynes jk rowling jochen wermuth Joe Peta joel greenblatt john doyle john gilbert john malone john maynard keynes john rundle jonah lehrer juan enriquez justin fox kelly criterion kevin douglas kodak larry david legg mason lehman brothers linkedin liquidity little feat logical fallacies long term capital management louis ck malaria Manhattan manual of ideas marc andreesen marc lasry mark mahaney media mental model Michael Mauboussin millennials minsky mnst moat money mr. market multi-discipline murray stahl myth of the rational market nasdaq: aapl NASDAQ: GOOG nassim taleb natural gas net neutrality netflix new york NGA nicholas barberis Novus oaktree optimality optimization overfitting panama canal pat lafontaine performance personal philip tetlock Pittsburgh Penguins pixar preamble price earnings ratio price to book priceline profit margins prospect theory psychology punditry radioshack random walk ray dalio rebalancing reflexivity regeneron registered investment advisor reproduction value RGA Investment Advisors RGAIA risk risk aversion rob park robert shiller robotics robust ROE s&p 500 samsung santa fe institute satellite scarcity s-curve sectoral balance silk road silvio burlesconi solar space shuttle speculation steve bartman steve jobs stock market stock picking streaming subsidy synthetic genomics systems tax code ted talk the band the general theory the information tomas hertl Trading Bases tungsten twitter undefined van morrison vincent reinhart wall street walter isaacson warren buffet warren buffett william gorgas william poundstone woody johnson wprt yosemite valley youtube

Entries in larry david (1)


Links for Thought -- April 13, 2012

Speech Notes: Howard Marks at NYSSA (Distressed Debt Investing) -- Hunter from DDI gives us a great summation of a recent Howard Marks speech.  Marks' highly successful Oaktree Capital recently IPO'd on the NYSE and in this speech, Marks shares some of the wisdom that underlies his success.  One of the key points to take is that contrarianism is essential for long term investment success, but it ain't easy.  In order to be a contrarian investor, one must master both analysis and emotional management.

The Tail Wagging the Dog (the JETS blog) -- The Jets Blog digs in to the fact that Woody Johnson is running the Jets for profit first, football second, whereby economic concerns are driving football decisions.  There's an important message here to extrapolate to investment and corporate management: it's a good product that drives good business, not good business that drives a good product.  If the Jets want to make more money, the answer is simple: get better at on the damn football field!

Craft Beers Get Ahead (The Daily) -- Craft brews enjoyed a 15% jump in revenues during 2011, and in my opinion, this trend is only beginning.  Even the big boys are getting into the action, with Budweiser having bought Goose Island in the past year.  I've been thoroughly enjoying the proliferation of high quality craft brews, and look forward to the acceleration of this trend.  In fact, I will be enjoying a fine craft brew (or two, or three...) this evening.

Lunch with the FT: Larry David (Financial Times) -- Larry David gives in and gives us a good little interview, with a couple of humorous quips.  He also gives a pretty thorough answer to the representation of George Costanza and Larry on Curbed in relation to his real life personality.  Hint:people can think certain things but should never say them (you hear that Ozzie Guillen???)

Why a Housing Recovery Could Happen Sooner than You Think (Washington Post) -- Evidence is growing on multiple fronts that a housing recovery is either underway already, or very near.  This particular link takes a look at the mortgage applications and loan-to-value element.  I have spoken much of the rent-buy equilibrium lately, and here is a look from Calculated Risk that adds further conviction to my belief that renters are being forced into buying.  Even the homebuilders are enjoying a huge sales spike.  

One Big Reason to go Public that Nobody Ever Talks About (Business Insider) -- These days many young tech companies are foregoing the IPO while enjoying increasingly liquid private markets and staying away from the macrovolatility that plagues stock picking amongst public market equities.  Here is a compelling argument for why young tech companies should ignore the concerns about volatility and use the platform (or bully pulpit) of the public equity forum to grow their business.