Elliot's Twitter Feed

Subscribe to the RSS Feed:
Search
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
Navigation

Entries in warren buffet (1)

Friday
Mar092012

Links for Thought -- March 9, 2012

Cost of Gene Sequencing Falls, Raising Hopes for Medical Advances (NY Times) -- This is a narrative I will continue to follow from both a science and investment standpoint.  We are at a very real tipping point in terms of the impact the Human Genome Project will have on our lives.  Ultimately deflation in the price of mapping the genome will help drive down the cost of medical treatment.  Just wait (and also read my post on the Innovator's Dilemma to create your own mental model for how this will play out).  

Selling Shovels in a Gold Rush (Leigh Drogan) -- Leigh Drogan, founder of Estimize, offers great insight on how some of those who prosper most from the present tech boom will be the ones who facilitate the boom along the way.  This is precisely how Levi Strauss made himself one of the most successful beneficiaries of the California Gold Rush.  

Warren Buffett: All that Glitters Is Tungsten (Benzinga) -- What's rarer than Rare Earths? Tungsten.  The most successful investor in the world, Warren Buffett has now taken a stake in a major producer via Berkshire's ownership of Iscar.  Tungsten is my favorite commodity investment and one I have been following for some time, as it has unique traits compared to most ordinary commodities.  Good to see Mr. Buffett give his implicit endorsement!

New Math Will Drive a U.S. Manufacturing Comeback (HBR Blog) -- HBR lays out the math behind why the U.S. is experiencing a manufacturing renaissance, and why this trend will accelerate over the coming years.  This is a highly compelling argument, substantiated by a good look at the numbers.  If the prediction is in fact correct, it bodes amazingly well for the U.S. economy.

Consumer Price Index (CPI): Comprehensive In-depth Analysis (ValueWalk) -- The CPI is controversial to many, for a variety of reasons. Here Kim Palacios at ValueWalk takes an excellent look at some of the ways in which the CPI is not properly constructed for the modern economy.  Substitution, sharing, and auction-based pricing all have serious consequences for the broader economic price level.  

Speculation Blamed for Global Food Price Weirdness (Wired) -- Yes Futures are an important tool for commodity consumers and producers to hedge their exposure, but, these days several crucial commodities seem inundated with speculators who are accumulating long-term positions.  This is leading to a disconnect in the true supply and demand equilibrium.  Food is far too important arena to allow such gamesmanship to influence everyday prices.

The Illusion of Understanding Success (Why We Reason) -- This is a great write-up on JK Rowling, the wildly successful offer of the Harry Potter series.  Rowling was in a state of depression before a twist of fate sent her life on a rapid ascent to stardom.  Too often society builds after-the-fact narratives of success as if someone started on the bottom left of a chart and ended at the top right without any bumps along the way.  This is a theme Daniel Kahneman has spelled out nicely, and one I will take a deeper look at sometime soon.  In the meantime, give this one a read.

Who Has the Moral Highground in A's-Giants Dispute (Baseball Nation) -- The Oakland A's and the San Francisco Giants are in the middle of a territorial dispute.  Tied into this fight is some interesting baseball history and more general questions about fairness.