StreetEYE Blog

Druce Vertes, CFA

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Domino on the edge

“The crisis takes a much longer time coming than you think and then it happens much faster than you would have thought.” – Rudiger Dornbusch. Greece is at the moment of truth. There is no longer a functioning government. The ability to continue austerity is in doubt, and with it the ability to meet the […]

Startup Growth v. Revenue

Nick Bilton points to the lack of revenue at startups as signs of a bubble. Now, I’m not going to say that things don’t look a little bubbleicious right now, with $1b valuations and acquisitions of tiny startups with no revenue. But to some degree Bilton is channeling Eduardo Saverin, who famously pushed for early […]

How to Create the Ultimate Linkfest

At Linkfest.com, we love linkfests so much we named our website after them. When a knowledgeable professional is dedicated enough to get up at an ungodly hour to make an up-to-the-minute reading list for us, that just shows true love for the craft of investing, the game, and the readers. It just makes us warm […]

The Money Illusion

Irving Fisher is mostly remembered, a bit unfortunately, for writing that stock prices were at a permanently high plateau…right before the Great Crash of 1929. He also invented the Rolodex, pioneered early economic statistics-gathering, wrote of the Fisher money equation PY=MV and the Fisher debt-deflation cycle. (See Sylvia Nasar’s Grand Pursuit – interesting but wouldn’t consider […]

The New Information Diet: Web and Social Media Best Practices For Investors

The History of every major Galactic Civilization tends to pass through three distinct and recognizable phases, those of Survival, Inquiry and Sophistication, otherwise known as the How, Why, and Where phases. For instance, the first phase is characterized by the question ‘How can we eat?’ the second by the question ‘Why do we eat?’ and […]

Steve Jobs, by Walter Isaacson

Finally got around to reading the Steve Jobs bio by Walter Isaacson. It’s must read for anyone involved in the tech business. Some slightly less charitable takes: John Gruber is all I Am Disappoint there aren’t more insights into the products and strategy. Self-described underemployed writer Maureen Tkacik notes that Jobs was a Machiavellian liar, […]

Buffett, Stocks, Bonds, Gold

Warren Buffett contributed a Fortune article with his customary paean to the virtues of stocks over the long term. There is some worthy discussion from John Hempton and the pseudonymous Kid Dynamite.

Is Facebook Worth $100B?

Since everyone else is playing the Facebook valuation parlor game, here is a stab at it.

Are long term asset class relationships stable?

Last week, we looked at gold as part of a long-term asset allocation. I was curious about how stable those relationships would be over time, so I ran the same plots, starting from different inflection points.

Portfolio Optimization and Efficient Frontiers in R

If you want to frustrate someone for a day, give them a program. If you want to frustrate them for a lifetime, teach them how to program. A brief overview of how to use R to generate the analysis and plots in the most recent post, Gold as Part of a Long-Run Asset Allocation, using […]


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