StreetEYE Blog

Druce Vertes, CFA


The Top 100 People To Follow On Twitter For Financial News

A couple of days ago we posted Mapping the Financial / Media Twittersphere, an illustration of the Twitter accounts that are most central for financial news. A network centrality analysis, ie finding the people who have the most followers and the most influential followers, is a good starting point if you want to find the […]

Mapping the Financial / Media Twittersphere

The good folks at Captain Economics did a great post a couple of weeks back on ‘The Economics Twitosphere Top 100 Influential Users’. Turns out, great minds think alike, we’ve been using the same network centrality methodology for the last couple of years to compile a list of people to follow for StreetEYE, and rank […]

Why Are There Recessions? Going On Tilt About Business Cycles

To everything, turn, turn, turn. There is a season, turn, turn, turn. And a time to every purpose under heaven. – The Byrds, by way of Ecclesiastes Noah Smith has a good post on recessions, in which he highlights the importance of sticky prices, and the academic ‘debate’ over sticky prices. I’m not sure there […]

Talk of the Town – Benzinga Fintech Awards #BZawards

A lot of disruption on display at Wednesday’s Benzinga Fintech awards. Increasingly, institutional-quality platforms available across Web and mobile at ultra-low price points, and new information diffusion networks and investing foodchains via social and crowd-sourcing. Vestorly – a one-stop shop for an advisor to manage social media presence, content marketing, lead generation. Sort of a […]

Gold as Part of a Long-Run Asset Allocation (update)

You have to choose between trusting to the natural stability of gold and the natural stability of the honesty and intelligence of the members of the government. And, with due respect to these gentlemen, I advise you, as long as the capitalist system lasts, to vote for gold. – George Bernard Shaw Here’s a quick […]

Good risks and bad risks

Pain is weakness leaving the body, and/or your central nervous system telling you you’re about to die. – seen on T-shirt No matter what kind of math you use, you wind up measuring volatility with your gut. – Ed Seykota Never tell me the odds. – Han Solo The difference between a good risk and […]

‘Net neutrality’, Netflix vs. the cable monopoly, and the Internet profits tax

Really, the way to understand ‘net neutrality’ is it’s all about Netflix. The cable companies are outraged and scared to death about Netflix. If you’ve tried a Roku Internet TV appliance (or Apple TV, or Google Chromecast, or Amazon Fire TV), it’s a 10x user experience improvement on a cable box. For less money. Netflix […]

Andreessen v. Summers: Can you have robots, hoverboards, and secular stagnation?

Diane Coyle says you can have either robots, or secular stagnation, but not both. In a somewhat confused tweetstorm, Marc Andreessen says secular stagnation is BS. Larry Summers, who is one of the guys behind the secular stagnation hypothesis, responds. But then, confusingly, is reported to agree with Coyle. While this is a statement one […]

Game theory, Bill Belichick, Neville Chamberlain

There are some people that will be deterred by the fact that we have nuclear weapons… But those people are the folks we can deal with anyway. — General Charles Horner How about that Super Bowl? Sometimes it pays to be irrational, to do the unexpected like pass on 2nd and 1, to catch the […]

A Greece reading list (Or why the euro is doomed)

Time converts the improbable to the inevitable – Stephen Jay Gould [TL;DR 50% odds Greece leaves euro this year. Odds eurozone breaks up eventually: 100%] If you don’t care too much about the Super Bowl today, here are some things you could be reading about Greece: Daniel Davies: Greek games and scenarios The Economist: Go […]

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