Author Archive

  • Will Automation Make Africa The Lost Continent
    Posted by on January 4th, 2015 at 5:03 pm, Comments: 0

    There’s a race taking place right now between economic development in Africa and automation. In my opinion this race will weigh heavily on whether or not Africa becomes the lost continent. The classical model of economic development goes something like this, and you can see it currently taking place in various stages throughout South East Asia. […]

  • My 2015 Stock Picks and Big Trends
    Posted by on December 31st, 2014 at 5:08 pm, Comments: 0

    Before we get into the 2015 picks, below are the 2012, 2013, and 2014 picks with their associated review posts. 2012 picks – 2012 review 2013 picks – 2013 review 2014 picks – 2014 review As always, a small caveat regarding my 10 stocks picks for the year. Nowhere outside of these yearly posts would I ever pick a […]

  • Is Israel In Danger of Being Destroyed?
    Posted by on December 31st, 2014 at 12:03 am, Comments: 0

    If you believed what you read in the global press you’d think that Israel was on the precipice of being wiped off the face of the earth. The drum beat of sensational alarmist press these past few years especially has been incredible to watch. I’ve been thinking about why that drum beat has become so loud. […]

  • Review Of My 2014 Picks and Trends
    Posted by on December 28th, 2014 at 8:58 pm, Comments: 0

    Ho-ly-bejesus, what a year. 2014 ranks up there with some of the hardest years ever for long/short equity traders (markets that go straight down are easy). There were land mines everywhere, a massive high beta meltdown for 2 months, the whole energy complex gets taken to the woodshed, the economy is on fire but traders […]

  • The Most Powerful 27 Year Old In Finance?
    Posted by on July 3rd, 2014 at 9:49 pm, Comments: 0

    According to someone at Business Insider I’m the most powerful 27 year old in the financial world, ok, I guess they had to give it to someone ¯\_(ツ)_/¯ The Most Powerful Person In Finance at Every Age – Business Insider  By the way, a few notes and some background on that picture. The stats on there […]

  • You Won’t Believe What This Asshole Said About Yo
    Posted by on June 24th, 2014 at 12:22 pm, Comments: 0

    Unless you’ve been hiding under a rock this past week, you’re familiar with the Yo app and the cacophony of nonsense spewing forth from the internet since attempting to assign meaning to its meteoric rise (by the way that idiom makes no sense). Everything from, this is the inevitable result of technology being so cheap […]

  • Deltix Publishes Quant Strategy Using Estimize Data Producing 28.5% Cumulative Market Neutral Returns
    Posted by on June 20th, 2014 at 6:50 pm, Comments: 0

    At Estimize we love when research firms, academics, and financial infrastructure providers take our data and produce insightful research with it. We use some very orthogonal philosophies to collect our data at Estimize, and while we can attempt to explain how we do that all day, trust is really built by third parties validating its […]

  • Here’s Why Airbnb and Uber Should Completely Ignore Government Regulations
    Posted by on June 13th, 2014 at 5:13 pm, Comments: 0

    As the verticalized remnant labor/asset pool economy explodes (or whatever else you want to call what Airbnb and Uber do), fights over government regulation of these companies and the people who interact with them are increasing. I think it’s time to take a moment to discuss a rational perspective on how these companies, and those […]

  • Beware The False Promises Of Quant Nirvana Behind New Financial Products Like Kensho
    Posted by on June 11th, 2014 at 9:26 pm, Comments: 0

    I’m going to take a significant amount of heat for something that is rather controversial within the startup community. Many people believe that startup founders and investors should not comment on other companies, especially those remotely close to their space. I say that’s a coward’s way of looking at the startup world, and who better […]

  • My 10 Stocks and Big Trends for 2014
    Posted by on December 30th, 2013 at 6:00 am, Comments: 0

    Before we get into the 2014 picks, below are the 2012 and 2013 picks with their associated review posts. 2012 picks – 2012 review 2013 picks – 2013 review To recap, we returned 20% in 2012 and over 80% in 2013, crushing the market both years, beta adjusted. As a small caveat regarding my 10 […]