The past few years have been a period of enlightenment into the state of our privacy and the programs that governments are running to aid in the surveillance process. I have been trying for some time to track my personal data to measure and gain insight into my own habits but have not found one […]

The yield curve is one of the paramount statistics for investors and policy makers to consider, yet as true with many things, it doesn’t mean all that much to me unless I can visualize it in a compelling format. First, I gathered 15 years of daily treasury data for short-term and long-term government bills to […]

Models It was the summer of 2008 while touring in Munich with my family when I first learned of the shared bike program that Deutsche Bahn had been running successfully for a few years. The bikes, bearing the unmistakable “DB” in big red letters, in typical utilitarianistic German fashion, made the bikes easy to spot […]

Trading is a zero-sum game, there must be a loser for every winner, so you might think that either you can be only wrong or right for any given trade. A trader friend of mine broke down for me the decision analysis process he takes when evaluating his performance. He argued that it is not […]

One of the most fascinating current phenomena is the effect that the venture capital market has on the economy as a whole. As Bill Gurley noted at a recent Goldman Sachs technology conference, “FOMO” in the private markets is fueling valuations. As companies evaluate the tradeoffs of staying private to protect their business focus or […]