StreetEYE Blog

Druce Vertes, CFA


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. […]

Come back Kelly Evans! We’ll be good this time! I promise!

A digressive rant on the rot in the financial Twittersphere in the Trump era If we’d been born where they were born and taught what they were taught, we would believe what they believe. – attributed to Abraham Lincoln (who also said, “The love you take is equal to the love you make”, but that’s […]

Some fun data-mining of StreetEYE headlines

Well, congrats to the Patriots and all my Boston homies. That was a catch and a comeback for the ages. Huger than Joe Montana back in the 80s, maybe GOAT. Y’all still should still learn to talk and to drive like normal human beings, but enjoy a legendary victory. So, last year I did a […]

Is Silicon Valley Truly Libertarian? Is Politics Society’s OS, Ripe For Disruption?

I heard it was you Talkin’ ’bout a world Where all is free It just couldn’t be And only a fool would say that – Steely Dan A hero is someone who understands the responsibility that comes with his freedom. – Bob Dylan Here’s a ramble that’s been hanging in my drafts for a while: […]

Buyer’s markets, seller’s markets and the hedge fund hype cycle

First come the innovators…Then come the imitators…And then come the idiots — Warren Buffett I was playing poker with hedge fund CTO types over the holidays and they were debating whether they were underpaid. Given some of the skills, years of training, responsibilities, trust, hours involved, some argued, it’s lamentable that senior IT folks get […]

Christmas Story, by H. L. Mencken

THIS STORY was first printed in the New Yorker, to whose editors I am indebted for permission to republish it. In writing it I had valuable suggestions from my brother, August Mencken. H.L.M CHRISTMAS STORY Despite all the snorting against them in works of divinity, it has always been my experience that infidels— or free-thinkers, […]

On ‘fake news’, market designs, and the fascist/libertarian nexus

Arbitrary power is most easily established on the ruins of liberty abused to licentiousness. – George Washington To suppose that any form of government will secure liberty or happiness without any virtue in the people, is a chimerical idea. – James Madison It seems richly ironic that the utopian, nominally libertarian visionaries of Silicon Valley, […]

Everyone lives in a bubble, and all models are overfitted

I beseech you, in the bowels of Christ, think it possible you may be mistaken. – Oliver Cromwell Real knowledge is to know the extent of one’s ignorance. – Confucius So, a lot of people are saying the media/elite got the election wrong because they live in a ‘bubble’. And some are saying the pollsters […]

A politics bullet-storm / linkfest

The Dems didn’t exactly get crushed or demolished in the Presidential. Hillary may have won the popular vote by up to 2%. Trump got the fewest popular votes of any GOP candidate since W in 2000 [edit: this was based on early returns, no longer true]. Low approval. Crushed in home states that know him […]

Safe Retirement Spending Using Certainty Equivalent Cash Flow and TensorFlow

This is not investment advice! This is a historical study/mad science experiment. It may not be applicable to you, it is a work in progress, and it may contain errors. Certainty equivalent value is the concept of applying a discount to a stream of cash flows based on how variable or risky the stream is…like […]

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