StreetEYE Blog

Druce Vertes, CFA


The “Spygate” outrage

‘Freedom is the freedom to say that two plus two make four.’ – George Orwell When Trump tries to brand the swirling swampy maelstrom around him as ‘Spygate’, it gives the game away. If you get busted by the cops with Russian entanglements in your campaign, one way to go is to claim ignorance and […]

Losing the meta-game

I suggest a new strategy, R2. Let the Wookiee win. – C3PO Jeff Bezos tells a story about how he gave his grandmother a hard time about smoking until she cried, and his grandfather took him aside and said, “You are going to figure out one day, that’s it’s harder to be kind than to […]

Quantitative Fun With Fund Names

There are a number of hard problems in investing, for instance: 1) Finding alpha. 2) Finding clients and assets — especially if you can’t 1) consistently find alpha. 3) Finding an awesome name for your fund. The investing blogosphere is all over the first two. Now, for something completely different, we help you with the […]

The Bitcoin crash is coming

In the land of milk and honey You must put them on the table You go back Jack do it again Wheel turnin’ ’round and ’round – Steely Dan I’m a bit of a Bitcoin skeptic. I think it’s a bubble and at some point the dancing stops and some folks get left holding a […]


OK, here’s a Sunday rant on guns. I’ll start at the outset by saying I’m not a huge fan. I was a kid in New York City in the 70s when there were 5 murders a day. Being a city boy, and especially at that time, colors my reality. It’s not great to live in […]

A Google teachable moment, or the end of Western civilization?

This anti-diversity manifesto has been making the rounds, with calls to avoid “socially engineering” diversity in response to “veiled left ideology”, to “de-moralize diversity”, to “de-emphasize empathy”, to “prioritize intention”, and to “be open about the science of human nature” which is claimed to confirm a lot of right-wing priors and stereotypes. I have questions for the author… Really? You […]

UBI, health care, welfare economics and asshole economics

People sometimes ask me what I think about Universal Basic Income (UBI). TL;DR it’s just a name…I’m skeptical of any radical implications…what matters is the marginal rate. There are societies that let people starve in the streets. We are not one of those. Voluntary giving is laudable, but it’s even more laudable for a society […]

Straight talk on Trump and Russia

We have now sunk to a depth at which restatement of the obvious is the first duty of intelligent men. – George Orwell The report that taught me the most this week is this interview with Natalia Veselnitskaya. The Russians have decided Trump is worth more dead than alive. If that’s not the case this […]

The Top 100 People To Follow To Discover Financial News On Twitter, May 2017

It’s been a year since we posted our last list of people to follow on Twitter for financial news. Time for an update! I posted earlier about some of the trends in the financial Twittersphere. More churn Less growth Politics (i.e. Trump) drowning everything else out See below the table for a little technical discussion, […]

Rethinking the marketplace of ideas

I was recently listening to Fred Wilson and Howard Lindzon talk about, among others, news sources and curation, which is a topic dear to my heart. (Which I wrote about before here and here). Curation is hard, people tend to fall into confirmation bias circle jerks, and we are in a crisis of media legitimacy. […]

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