StreetEYE Blog

Druce Vertes, CFA


What I Learned From Watching The Sting And Reading David Maurer

Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes. – Jesse Livermore Confidence men are hardly criminals in the usual sense of the word, for they prosper through a superb knowledge of human nature; they are set apart from those who […]

The Most Shared Financial Blogs 2018

The list: VoxEU ZeroHedge FiveThirtyEight World Economic Forum Project Syndicate Brookings Marginal Revolution ValueWalk ForexLive Seeking Alpha coindesk PIIE Dealbreaker The Reformed Broker A Wealth Of Common Sense Calculated Risk Bruegel The Big Picture mainly macro CATO Institute Visual Capitalist Real Investment Advice StockTwits Cointelegraph Brad DeLong CityLab The Irrelevant Investor American Economic Association AEI […]

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 […]

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