StreetEYE Blog

Druce Vertes, CFA

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Hillary’s damn emails

The soldier who loses his rifle faces harsher punishment than the general who loses the war. — Anonymous soldier So, I was reading this, by Kristy Culpepper. She’s smart, you should follow her. I agree with some of it but ultimately I think it’s off base from a tech / security / policy standpoint, like […]

The Top 100 People To Follow To Discover Financial News On Twitter, May 2016

It’s been a year since we posted our last list of people to follow on Twitter for financial news. Time for an update!

A possibly ill-conceived rant

There is no racial bigotry here. I do not look down on niggers, kikes, wops or greasers. Here, you are all equally worthless. – Gunnery Sergeant Francis Hartman Against my better judgment, here’s a rant about race.

What if everyone was a passive investor except Warren Buffett?

This is a slightly extended “director’s cut” of a post written for CFA Institute Enterprising Investor.

Stories Are Powerful, But Check the Math

The first principle [of scientific inquiry] is that you must not fool yourself – and you are the easiest person to fool – Richard Feynman In God we trust; all others must bring data. – attributed to W. Edwards Deming (ironically without any primary source backing up the attribution) This Amy Cuddy TED talk was […]

iPhone Backdoors for the FBI, a blockchain approach for transparent due process, and why it’s a bad idea

So, the security complex is putting on the full court PR press for encryption back doors. See here and here. Basically this is about giving someone a TSA lock to your phone and promising to keep it really really safe unless a legit law enforcement request is received. Of course, legitimacy is in the eye […]

The most popular keywords and sites of 2015

Here’s a word cloud of StreetEYE headlines in 2015 (click to embiggen). Greece (remember Greece?) beat out China for the biggest headline-bait of the year. Tsipras even beat out Yellen, although Grexit ended up a non-event. (To my surprise actually…Schäuble and Varoufakis were both apparently playing for Grexit, so I thought it would take a […]

The End of the PC? On Intel’s Apple and ARM problems

Tim Cook has been running around heralding the end of the PC. A self-serving assessment, but Intel and the PC ecosystem are going to struggle to maintain their traditional relevance. In this post, I will look at 1) the narrowing Intel/ARM performance gap, and 2) what the ‘end of the PC’ might look like. 1. […]

Is China’s sale of Treasurys ‘quantitative tightening’ for the US?

There’s this notion going around that since the Fed buying Treasurys was QE, therefore China selling Treasurys constitutes monetary tightening. Nope. The root cause of the disequilibrium and resulting capital flows is capital flight from China to the US. An oligarch wants to buy a condo in New York. He takes yuan to the Chinese […]

Tontines: strange name, great idea

A huge problem in retirement planning is a safe spending rate, so you don’t outlive your money. One side of the problem is, how much can you spend and not risk running out of funds in say, a 25-year retirement? See, for instance, our Cat Food Calculator mad science experiment. One can even calculate a spending solution which […]


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