The Diff - Martingale Beliefs

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Longreads + Open Thread

Saturday, May 4, 2024

Shorting, Archegos, Journalism, Mercenaries, Rust, Moonshots, AI, Reformation Longreads + Open Thread By Byrne Hobart • 4 May 2024 View in browser View in browser Longreads In The New Yorker, Clare

AI Ruins Education the way Pulleys Ruin Powerlifting

Monday, April 29, 2024

Plus! The Other Kind of Bank Unwind; AI Asset Plays; Retail Rides Again; Single-Family Rentals; AI Math AI Ruins Education the way Pulleys Ruin Powerlifting By Byrne Hobart • 29 Apr 2024 View in

Longreads + Open Thread

Saturday, April 27, 2024

Reservations, Mallaby, Ebooks, Buybacks, TSMC, GAAP, ISAs Longreads + Open Thread By Byrne Hobart • 27 Apr 2024 View in browser View in browser Longreads Adam Iscoe writes about the lively secondary

Who's Afraid of Index Funds?

Monday, April 22, 2024

Plus! Diff Jobs; The Market for Data; Crowded Careers; Black Boxes, Everywhere; Externalities; Intra-Elite Conflict Who's Afraid of Index Funds? By Byrne Hobart • 22 Apr 2024 View in browser View

Longreads + Open Thread

Saturday, April 20, 2024

Dennett, Datacenters, Killer Apps, Anthropic, Reading, Thermostats, M&A, Rollups Longreads + Open Thread By Byrne Hobart • 20 Apr 2024 View in browser View in browser Longreads Daniel Dennett has

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Longreads + Open Thread

Saturday, July 13, 2024

Data, Microbes, Games, Wikis, 1177, Missions, Graeber Longreads + Open Thread By Byrne Hobart • 13 Jul 2024 View in browser View in browser Longreads Abraham Thomas writes about how to price a data

Obama in favor of Biden swap-out?

Saturday, July 13, 2024

Unexpected twist... ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌

Still not enough

Saturday, July 13, 2024

Bloomberg Weekend Reading View in browser Bloomberg US President Joe Biden now finds himself waging a war for reelection on two fronts: against Donald Trump and, more immediately, some skeptics in his

Banks get a brake-check

Friday, July 12, 2024

Bloomberg Evening Briefing View in browser Bloomberg The biggest US bank stocks have been trouncing the broader market this year. But their rally got a brake-check from earnings results that

😲 Wow, JPMorgan results

Friday, July 12, 2024

JPMorgan's expectation-beating results, analysts' predictions for earnings season, and a mutant frog | Finimize TOGETHER WITH Hi Reader, here's what you need to know for July 13th in 3:14

Smashing the Monopoly

Friday, July 12, 2024

The Latest Challenger to Take On Chicago ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

Harry's Rant 7-11-24 Are We Near the Top?

Friday, July 12, 2024

image Harry's Rant July 11, 2024 Are we near the top of the stock market? More on this and the latest on bitcoin, the Nasdaq, TLT, gold and the Feds next move in today's Rant. Harry Dent posts

How to build the ultimate dividend portfolio

Friday, July 12, 2024

The following is a third-party sponsored message. It should not be considered a recommendation or endorsement by HS Dent Publishing. There's a free dividend workshop that shows how anyone can build

Forecast accuracy and efficiency at the Bank of England – and how forecast errors can be leveraged to do better

Friday, July 12, 2024

Derrick Kanngiesser and Tim Willems This post describes a systematic way for central banks to employ past forecasts (and associated errors) with the aim of learning more about the structure and

Leading with AI - Issue #476

Friday, July 12, 2024

From banking innovations in Singapore to Apple's latest AI features, explore the cutting edge of financial technology. July 11, 2024 FinTech Weekly brings you the latest in financial technology