Wall Street Journal: U.S. Business

  • Icahn to Oppose Dell's Purchase of DVMT Tracking Shares
    Carl Icahn revealed an 8.3% stake in DVMT and says he plans to vote against Dell’s plan to buy the stock as part of a deal intended to return Dell to the public markets.
    - 15 Oct 18, 8:30pm -
  • A Drama CBS Can't Cancel---the One in Its Boardroom
    CBS sought to turn the page on upheaval when Leslie Moonves stepped down as chairman and chief executive. Instead, the boardroom drama continued.
    - 15 Oct 18, 8:22pm -
  • How Robots and Drones Will Change Retail Forever
    What if you could store and deliver goods as easily as data? Amazon, Walmart and others are using AI and robotics to transform everything from appliance shopping to grocery delivery. Welcome to the physical cloud.
    - 15 Oct 18, 7:51pm -
  • Google Pixel 3 Review: This Phone Upgrades the Whole Android Universe
    The Pixel 3 is Google’s best Android device on the market, even beating the iPhone in a number of important ways. Its processor is fast, screen is vivid and colorful and the camera is better than ever, especially for selfies.
    - 15 Oct 18, 7:48pm -
  • U.S. Government Deficit Grew 17% in Fiscal 2018
    The federal deficit widened last year amid higher government spending—including rising interest costs on the debt and increased funding for the military—and flat revenues following last year’s tax cut.
    - 15 Oct 18, 7:43pm -
  • Superdry Loses Its Cool as Warm Weather Hits Sales
    Shares in Superdry plunged 21% after the British clothing brand warned hot weather in Europe and the U.S. had hit demand for its jackets and sweats.
    - 15 Oct 18, 7:31pm -
  • U.S. Tax Changes Hit Global Investment Flows
    Global business investment flows fell sharply in the first six months of the year, as U.S. companies repatriated profits in response to changes in the country’s tax law, the United Nations said.
    - 15 Oct 18, 7:29pm -
  • Yellen Calls Trump's Attack on Fed Counterproductive
    Former Fed Chairwoman Janet Yellen said President Trump’s attacks on the central bank could be counterproductive if they cause investors to doubt the Fed’s commitment to keeping inflation in check.
    - 15 Oct 18, 5:38pm -

Robert Reich

Naked Capitalism

Overcoming Bias

  • Pandemic Futarchy Design
    Researchers … use … feeds from a global network of students, staff and alumni to construct a “stringency index” that boils down to a single number how strictly governments in 160 countries are locking down their economies and societies to ……
    - 2 days ago, 24 May 20, 2:35pm -
  • Five Ways to Rate
    When we have people and orgs do things for us, we need ways to rate them. So we can pick who to have do what, and how much to have them do. And how we evaluate suppliers matters a lot, … Continue reading →
    - 6 days ago, 20 May 20, 1:05am -
  • Farrell On Who Pushes To Open
    Recently I wrote: While the public will uniformly push for more opening, elites and experts push in a dozen different directions. If elites would all back the same story and solution, as they did before, they would probably get it. … Continue readi…
    - 7 days ago, 18 May 20, 11:04pm -
  • Lazar’s Dreamland
    I’ve always enjoyed science fiction, in part because such big things tend to be at stake there. But over the decades as I’ve learned more about the world, the less sense most of it makes. And I enjoy it less. … Continue reading →
    - 10 days ago, 16 May 20, 5:50pm -
  • Modeling the ‘Unknown’ Label

    - 14 days ago, 12 May 20, 2:45pm -
  • Non-UFO Local Alien Clues
    [US] Department of Defense formally released three Navy videos that contain ‘unidentified aerial phenomena.’ … When the videos were published in 2017 and 2018 by The New York Times …, they gave new hope to those looking for signs of … Conti…
    - 17 days ago, 9 May 20, 5:30pm -
  • Why Openers Are Winning
    Three main relevant groups have vied lately to influence pandemic policy: public, elites, and experts. Initially, public health experts dominated, even when they screwed up. But then they seemed to publicly assume that it was too late to contain Covi…
    - 21 days ago, 5 May 20, 11:50am -
  • Social Network Games
    I’m not very good at social networking, but by now I’m old enough to see the value in many skills that I don’t have. One problem is that you often need to invest in networks many years before you plan … Continue reading →
    - 22 days ago, 4 May 20, 4:00pm -
  • The Plan A Winner’s Circle Alliance
    Plan A is how to contain Covid19 until a vaccine or other strong treatment shows up. Plan B is how to deal with Plan A failing, and a substantial fraction (>20%) of the population getting infected. While I’ve mostly focused … Continue reading →
    - 24 days ago, 2 May 20, 1:40pm -
  • Constant Elasticity Prevention
    While many engaged Analysis #1 in my last post, only one engaged Analysis #2. So let me try again, this time with a graph. This is about a simple model of prevention, one that assumes a constant elasticity (= power … Continue reading →
    - 26 days ago, 30 Apr 20, 3:40pm -

Information Arbitrage

  • Recycling: The challenge and the opportunity for a Seed stage VC
    My recent post gave rise to a host of questions around the issue of recycling. What does it mean? How do you do it? And what are the implications for venture investors? I attempted to respond in a Tweetstorm, but recycling is a complicated issue that…
    - 5 Oct 16, 8:48pm -
  • The TTD Investment and the IA Ventures Model
    A Little HistoryIA Ventures began life a little less than seven years ago, just as the world was coming out of the worst economic crisis since the Great Depression. The term “Micro VC” had yet to be coined. “Big Data” was still somewhat myste…
    - 29 Sep 16, 1:25am -
  • Welcoming John to IA
    Brad, Jesse and I are happy to announce that our friend and colleague, John Hadl, is joining IA Ventures as Venture Partner, effective immediately. We have personally gotten to know John over the past four years due to our shared investment in PlaceI…
    - 12 Mar 15, 8:29pm -
  • Crowdfunding for start-ups: A durable trend or a bull market phenomenon?
    Angel investing is red hot as is the concept of crowdfunding start up investment. Part of this phenomenon has been driven by the emergence of AngelList, the brainchild of Naval Ravikant. What started out as a way for a curated set of angels to inves…
    - 23 Nov 14, 10:44pm -
  • Financial interaction: the next generation
    I have spent over 25 years creating, processing and analyzing financial transactions. I like studying them - a lot - whether an outgrowth of my time on Wall Street helping sophisticated entities manage risks, or through IA Ventures’ investments in…
    - 25 Feb 14, 10:43pm -
  • IA Ventures: Reflections on 2013
    2013 was a very different kind of year for IA Ventures. While the years 2010-12 were characterized by 8-10 new investments per year, in 2013 we invested in only three new companies: Data Robot; Digital Ocean (DO) and Sight Machine (SM). Digital Ocean…
    - 3 Jan 14, 8:28pm -
  • “If you can’t do something willingly and joyfully, then don’t do it. If you give...
    “If you can’t do something willingly and joyfully, then don’t do it. If you give up drinking, don’t go moaning about it; go back on the bottle. Do. As. Thou. Wilt." - The late Peter O'Toole
    - 16 Dec 13, 1:05pm -
  • Venture Capital and "Innovation"
    Many have recently been critical of the role of the venture industry in financing “true innovation.” The narrative goes something like this: “VCs are like lemmings, flocking to the latest consumer wave (mobile chat, ride-sharing, etc.) in searc…
    - 16 Dec 13, 2:41am -
  • Evidence is mounting that people at the bottom are increasingly stuck without skills or pathways to...
    Evidence is mounting that people at the bottom are increasingly stuck without skills or pathways to rise. Research from the Federal Reserve Bank of Boston shows that in the 1980s, 21 percent of Americans in the bottom income quintile would rise to…
    - 15 Dec 13, 1:51pm -
  • Soft is the new Hard
    I live in a world where engineering and technical talent is valued above all others, where the Holy Grail is a “coding ninja” who can crank out oodles of elegant code at a breakneck pace. These people speak a language that is distinct and only un…
    - 14 Nov 13, 4:32am -