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Commoncog
What is Power? Understanding how power works in business is necessary to understanding business in developing...
9 months ago
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9 months ago
Understanding how power works in business is necessary to understanding business in developing markets. A members-only mini series.
Molson Hart's Blog -...
When People Outperform Data People who succeed via analysis of numbers and facts need to learn that understanding of people can...
9 months ago
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9 months ago
People who succeed via analysis of numbers and facts need to learn that understanding of people can make that analysis unnecessary and can even outperform it. Examples: 1. Amazon did not make money between its 1994 founding through 2002. There was no financial or business...
Mazdak
Anthropic & Amazon Partnership In the world of cutting-edge AI, a power couple has emerged: Anthropic, the ambitious AI startup,...
9 months ago
74
9 months ago
In the world of cutting-edge AI, a power couple has emerged: Anthropic, the ambitious AI startup, and Amazon, the tech giant with cloud dominance.
Citation Needed
Video: The Cryptocurrency Industry's Unprecedented Election Spending Let's talk about where the money came from, where it went, the cryptocurrency industry's political...
9 months ago
Moneyness
Pricing the anonymity of banknotes Banknotes are useful. Not only do they provide their owner with a standard set of payments...
9 months ago
20
9 months ago
Banknotes are useful. Not only do they provide their owner with a standard set of payments services, they also offer financial anonymity. This post introduces the idea of trying to price the anonymity component.  To help think about why we might want to price anonymous...
Mazdak
AI Energy Fears: Overblown or the Next Crisis? Is the fear of AI's energy consumption a tempest in a teapot or a sign of a looming energy crisis?
9 months ago
Commoncog
Stan Slap on the Art of Building Effective Employee Cultures Cedric talks to Stan Slap, international consultant to the Fortune 500, on a powerful, coherent...
9 months ago
73
9 months ago
Cedric talks to Stan Slap, international consultant to the Fortune 500, on a powerful, coherent model for shaping employee culture.
Mazdak
DOJ Breaks Up Google, Elden Ring Sold, and Windows Goes Meta The DOJ is swinging a massive hammer at Google, potentially forcing them to sell off Chrome - will...
9 months ago
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9 months ago
The DOJ is swinging a massive hammer at Google, potentially forcing them to sell off Chrome - will the internet ever be the same?
The Rational Walk
The Digest #225 A Dangerous Interregnum, Trump's Energy Policy, Damodaran on ESG, Buffett in 1970, Inflation's Role...
9 months ago
66
9 months ago
A Dangerous Interregnum, Trump's Energy Policy, Damodaran on ESG, Buffett in 1970, Inflation's Role in Trump's Victory, Taxes in Retirement, James J. Hill, IKEA, F. A. Hayek, Shakespeare
Citation Needed
Issue 70 – The Cryptocurrency States of America Crypto’s efforts to buy the 2024 elections paid off, and we’re in for a bumpy ride.
9 months ago
Mazdak
Regulating Crypto Eighteen states are suing the SEC over Biden's crypto crackdown. Is this the beginning of the end...
9 months ago
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9 months ago
Eighteen states are suing the SEC over Biden's crypto crackdown. Is this the beginning of the end for crypto, or a necessary step towards mainstream adoption?
The Rational Walk
The Digest #224 Edith Hamilton on human stupidity, BHE's latest investor presentation, Berkshire's 13-F, Extending...
9 months ago
71
9 months ago
Edith Hamilton on human stupidity, BHE's latest investor presentation, Berkshire's 13-F, Extending human lifespan, Fastenal's success story, Buffett's early investments, IKEA's founder
Musings on Markets
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg! You might know, by now, of my views on ESG, which I have described as an empty acronym, born in...
9 months ago
21
9 months ago
You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with sophistry. My voyage with ESG began with curiosity in my 2019 exploration of what it purported to measure, turned to cynicism as the...
Mazdak
Meta Fined & FBI on Polymarket Meta slapped with a HUGE EU fine, the FBI is investigating Polymarket...
9 months ago
Commoncog
Under The Hood How do you shape employee culture? How do you win employee commitment? Under The Hood has a coherent...
9 months ago
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9 months ago
How do you shape employee culture? How do you win employee commitment? Under The Hood has a coherent model for building this skill.
Mazdak
Amazon Glasses: Seeing the Future of Delivery Amazon is developing smart glasses for their delivery drivers to navigate routes, locate packages,...
9 months ago
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9 months ago
Amazon is developing smart glasses for their delivery drivers to navigate routes, locate packages, and even take photos of deliveries as proof for customers.
The Rational Walk
The Digest #223 Corporate Taxes, Election Gambling in 1916, Berkshire's Cash, Treasury Inflation Protected...
9 months ago
63
9 months ago
Corporate Taxes, Election Gambling in 1916, Berkshire's Cash, Treasury Inflation Protected Securities, Market Prices as Political Predictors, The Three Indias, Semiconductor Progress
Citation Needed
Wind the clock A message to those asking “what do I do now?”
9 months ago
Moneyness
Setelinleikkaus: When Finns snipped their cash in half to curb inflation On the last day of 1945, with World War II finally behind it, Finland's government announced a new...
9 months ago
22
9 months ago
On the last day of 1945, with World War II finally behind it, Finland's government announced a new and very strange policy. All Finns were required to take out a pair of scissors and snip their banknotes in half. This was known in Finland as setelinleikkaus, or banknote cutting....
Mazdak
Block, TikTok & Beyond From Block's latest moves to TikTok's impact on the music industry, we explore the trends shaping...
9 months ago
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9 months ago
From Block's latest moves to TikTok's impact on the music industry, we explore the trends shaping our digital world.
Musings on Markets
The Wisdom and Madness of Crowds: Market Prices as Political Predictors! In this, the first full week in November 2024, the big news stories of this week are political, as...
9 months ago
21
9 months ago
In this, the first full week in November 2024, the big news stories of this week are political, as the US presidential election reached its climactic moment on Tuesday, but I don't write about politics, not because I do not have political views, but because I reserve those views...
The Rational Walk
Donald Trump’s Resounding Victory Donald Trump won a decisive victory in his bid for a second term, securing not only a comfortable...
9 months ago
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9 months ago
Donald Trump won a decisive victory in his bid for a second term, securing not only a comfortable majority in the electoral college but a likely majority in the national popular vote as well.
Mazdak
Trump's Antitrust Agenda: Big Tech in the Balance Will Big Tech face a reckoning or a reprieve?
9 months ago
The Rational Walk
The Digest #222 Berkshire Hathaway's Q3 Results, BRK 2X Long Daily Target ETF, Presidential Election Polling, Online...
9 months ago
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9 months ago
Berkshire Hathaway's Q3 Results, BRK 2X Long Daily Target ETF, Presidential Election Polling, Online Speech, Price Controls, Shakespeare's Caesar, Musk and SpaceX, Micro-Cap Investing
Mazdak
TFSA Talk: Unlocking Tax-Free Wealth 🇨🇦 Tired of paying taxes on your investments?
9 months ago
Citation Needed
Issue 69 – Nice Coinbase threatens me that continuing to report on their activities would be “.... unwise”. Also,...
9 months ago
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9 months ago
Coinbase threatens me that continuing to report on their activities would be “.... unwise”. Also, election spending hits a fever pitch, with several new crypto PACs coming out of the woodwork.
Mazdak
The Rise of Nvidia and the Fall of Intel For 25 years, Intel held a coveted spot in the Dow Jones Industrial Average, a testament to its...
9 months ago
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9 months ago
For 25 years, Intel held a coveted spot in the Dow Jones Industrial Average, a testament to its influence in the tech world.
FIRE v London
Oct ’24: Budgets & broad shoulders I haven’t seen much of London in October. I’ve been away every weekend in October, partly in the UK...
9 months ago
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9 months ago
I haven’t seen much of London in October. I’ve been away every weekend in October, partly in the UK and partly visiting friends overseas. And now we’re in November, the clocks have gone back, but temperatures haven’t plummeted yet. London feels busy – pubs still have crowds...
The Rational Walk
Stepping into the River Just like no man steps into the same river twice, reading a worthwhile book multiple times continues...
9 months ago
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9 months ago
Just like no man steps into the same river twice, reading a worthwhile book multiple times continues to yield new insights over the years.
Mazdak
Big Tech Ad Boom Tech giants are raking in cash as the digital ad market explodes!
9 months ago
Moneyness
Memecoins are the point Cypherpunks wanted to change the world. We ended up with memecoins. Our story begins with some very...
9 months ago
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9 months ago
Cypherpunks wanted to change the world. We ended up with memecoins. Our story begins with some very smart and idealistic developers, known as cypherpunks, creating a new technology know as a blockchain. Blockchains are databases, but decentralized. Advertised as being...
The Rational Walk
The Digest #221 Bezos on Media Bias, Marks on Asset Allocation, Moral Hazard, Meta's AI Prospects, Vision Pro:...
9 months ago
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9 months ago
Bezos on Media Bias, Marks on Asset Allocation, Moral Hazard, Meta's AI Prospects, Vision Pro: Success or Failure?, Berkshire in the 1960s, Whole Foods, Black Diamond, Merck, Wormholes
Mazdak
AI Fuels Alphabet's Growth Google's parent company Alphabet is on a roll, and AI is the fuel.
9 months ago
FIRE v London
Compounding, type II Supposedly Albert Einstein called compounding the 8th wonder of the world. Certainly the wonder of...
9 months ago
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9 months ago
Supposedly Albert Einstein called compounding the 8th wonder of the world. Certainly the wonder of compound annual growth rates is something I feel quite viscerally, the more so with each month that I track my portfolio. But I’ve been struck recently by a radical improvement in...
Mazdak
Apple Intelligence: Catching Up or Falling Behind? Apple just launched its new AI features with much fanfare, but are they truly intelligent or just a...
9 months ago
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9 months ago
Apple just launched its new AI features with much fanfare, but are they truly intelligent or just a bunch of glowing gradients and sparkle icons?
Musings on Markets
The Sugar Daddy Effect? Assessing Corporate venture capital, Sovereign funds and Green Energy! It is a sign of the times that I spent some time thinking about whether the title of my post would...
9 months ago
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9 months ago
It is a sign of the times that I spent some time thinking about whether the title of my post would offend some people, as sexist or worse. I briefly considering expanding the title to  "Sugar Daddies and Molasses Mommies", but that just sounds awkward, or even replacing the words...
Mazdak
Can Zuckerberg Challenge Google's Search Empire? Mark Zuckerberg is making a bold move to challenge Google's long-standing dominance in the search...
9 months ago
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9 months ago
Mark Zuckerberg is making a bold move to challenge Google's long-standing dominance in the search engine market.
Citation Needed
I am my own legal department: the promise and peril of “just go independent” Independent publishing is one important facet of the media ecosystem, and while I love it, I know it...
10 months ago
Mazdak
Free Press or Bezos Press? The Washington Post Stays Silent This episode examines the Washington Post's controversial decision to no longer endorse presidential...
10 months ago
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10 months ago
This episode examines the Washington Post's controversial decision to no longer endorse presidential candidates, a move that has sparked outrage and accusations of cowardice, especially given the perceived threat to democracy posed by one of the candidates.
The Rational Walk
The Digest #220 The Intelligent Investor, Antitrust and Big Tech, Berkshire Hathaway's Moat, Nuclear War Risks, The...
10 months ago
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10 months ago
The Intelligent Investor, Antitrust and Big Tech, Berkshire Hathaway's Moat, Nuclear War Risks, The Invisible Man, AIG's Rise & Fall, Housing Prices, Barbary Wars, Speeches of Pericles
Citation Needed
Guilty or coerced? Ryan Salame’s last interviews before prison Unpacking my conversation with FTX executive Ryan Salame, where we discussed his claims that he’s...
10 months ago
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10 months ago
Unpacking my conversation with FTX executive Ryan Salame, where we discussed his claims that he’s innocent of the charges for which he’s now serving seven and a half years in prison.
Moneyness
The magnificent Swiss 10-centime coin The Swiss 10-centime coin has a lot to teach us about monetary economics. On its face, the Swiss...
10 months ago
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10 months ago
The Swiss 10-centime coin has a lot to teach us about monetary economics. On its face, the Swiss 10-centime (rappen in German) looks like a pretty unremarkable coin. It's the second-lowest value Swiss coin, the Swiss version of America's lowly nickel, the sort of coin that many...
Commoncog
Business Reality Without Frameworks A paradox: why it’s important to think about business without abstractions, even as we from what’s...
10 months ago
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10 months ago
A paradox: why it’s important to think about business without abstractions, even as we from what’s come before.
Seeking Wisdom
It’s a treasure trove of health insights! Use Insulin wisely Life on Earth started simple. For nearly 2 billion years, tiny single-celled...
10 months ago
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10 months ago
Use Insulin wisely Life on Earth started simple. For nearly 2 billion years, tiny single-celled organisms dominated. Then, a lucky accident changed everything. One cell swallowed another, and the swallowed cell became mitochondria, the powerhouse of complex cells. This chance...
Musings on Markets
Breaking up Big Tech: Cui Bono? In a court filing on October 9, 2024, the US Department of Justice (DOJ) let it be known that it was...
10 months ago
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10 months ago
In a court filing on October 9, 2024, the US Department of Justice (DOJ) let it be known that it was considering a break-up of Alphabet, with the addendum that it would also be pushing for the company to share the data it collects across its multiple platforms with competitors....
Citation Needed
Issue 68 – Opportunity agenda Harris shouts out crypto in her “Opportunity Agenda for Black Men”, one crypto exec leaves prison as...
10 months ago
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10 months ago
Harris shouts out crypto in her “Opportunity Agenda for Black Men”, one crypto exec leaves prison as another enters, and Stand With Crypto bets on the favorites.
The Rational Walk
The Digest #219 Roth IRA Conversions, Net-Nets, Margin of Safety, SpaceX's Triumph, The Dystopia of Smartphones, Sam...
10 months ago
85
10 months ago
Roth IRA Conversions, Net-Nets, Margin of Safety, SpaceX's Triumph, The Dystopia of Smartphones, Sam Zell, UK Bargains, Gregorys Coffee, Free Speech Under Assault, Dopamine and Addiction
Mazdak
Creating a Data-Driven LinkedIn Strategy: A Step-by-Step Guide One of the most effective ways to succeed on LinkedIn is to create content with purpose, track its...
10 months ago
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10 months ago
One of the most effective ways to succeed on LinkedIn is to create content with purpose, track its performance, and adjust based on data.
FIRE v London
Sep ’24: Ominous politics, juicy economics September was fairly action-packed. I enjoyed getting out on a friend’s boat around Poole and the...
10 months ago
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10 months ago
September was fairly action-packed. I enjoyed getting out on a friend’s boat around Poole and the Solent. I made it to the Labour party conference in Liverpool, which was fascinating albeit wet. I am apparently firmly in the tax-raising sights of the Government, but I wasn’t the...
Mazdak
The Ultimate Small Business Hiring Guide How to Find the Right Fit for Your Team
10 months ago