Archive: 2019

161 posts

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2019 (161 posts)

Book summary: Buffett the making of an American capitalist by Roger Lowenstein
2019-12-22 • biographies, investing, Macro Economic trends, Business models, Strategy
Book summary: to be a machine by Mark O'Connell
2019-12-17 • Machine Learning, futurism
Federal reserve maintains interest rates 11th Dec 2019
2019-12-16 • investing, Macro Economic trends, State craft
Reflections for the day
2019-12-16 • psychology
Analysis of MeetUp.com’s penetration into Japan and relevant mobile behavior on crowded trains
2019-12-07 • Startups, Macro Economic trends, Business models
Learnings on the auto industry in Japan
2019-12-07 • Business models
Book summary: The dollar crisis
2019-12-06 • investing, Macro Economic trends, Strategy, State craft, Trade War
Face altering social experiment
2019-12-06 • psychology, Nature
French youth impression on President Macron
2019-12-04 • Macro Economic trends, Culture, State craft
Experiments with managing our wealth gap
2019-12-01 • Macro Economic trends, Culture, State craft
Eric Li on the new world order proposed by China
2019-11-26 • Macro Economic trends, Developing country, Strategy, State craft
Federal Reserve chairman testifies before Congress 20191113
2019-11-14 • Macro Economic trends, Strategy, State craft
Investment Biker, Jim Rogers
2019-11-14 • investing, Macro Economic trends, Venture Capital, Developing country, Culture, Strategy, State craft, Geography
Lee Kuan Yew, Interviews and selections by Graham Allison and Robert D Black Will with Ali Wyne
2019-11-14 • Macro Economic trends, Culture, State craft
On China, Henry Kissinger
2019-11-11 • Macro Economic trends, Developing country, Culture, Strategy, State craft
Examples of various networks failing at scale
2019-11-07 • Startups, Macro Economic trends, Venture Capital, Business models, State craft
Crypto-currency exchanges
2019-11-06 • Startups, Venture Capital, BlockChain, Business models
Federal Reserve interest rate cut decision 20191030
2019-10-31 • investing, Macro Economic trends, State craft, Trade War, Financial Crisis
Microsoft university penetration strategy
2019-10-29 • Startups, Big Data, Marketing, Business models, Strategy
Long term reversion to mean patterns
2019-10-28 • investing
PCG misexecution from blackouts and Kincade fire
2019-10-28 • investing
Mother Nature versus City - public utilities
2019-10-24 • investing, Financial Crisis, Nature
NYMT rotation from agency RMBS to CMBS
2019-10-20 • investing, Business models
Bloomberg is a laggard for trend reporting
2019-10-19 • Big Data, investing, Macro Economic trends
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
2019-10-18 • Big Data, Marketing, Macro Economic trends, Culture, Business models, Strategy, State craft, Trade War
Growth Leaders Cocktail Hour & Modern CMO Panel
2019-10-18 • Startups, Marketing, Macro Economic trends, Strategy
Book Summary: The book of why, Dana Mackenzie and Judea Pearl
2019-10-17 • Uncategorized
Constrains on world GDP levels
2019-10-17 • Big Data, Macro Economic trends, Culture, State craft, Nature
Simultaneous inflation and deflation pressures in China
2019-10-15 • Big Data, agriculture, Macro Economic trends, Developing country, State craft, Trade War, Financial Crisis
A simple framework to identify areas of innovation
2019-10-14 • Design, Startups, Business models, Strategy
Bloomberg does AB testing
2019-10-14 • Machine Learning, Big Data, psychology, Trade War
Ethereum smart contract introduction - HackerDojo
2019-10-14 • BlockChain
An unchanging constant as the source of trust
2019-10-13 • Startups, investing, psychology, Macro Economic trends, BlockChain, Culture, Business models, Strategy, State craft, Financial Crisis
Introduction to AI - HackerDojo
2019-10-13 • Machine Learning
Observed unwinding of credit in the market
2019-10-11 • Big Data, investing, Macro Economic trends, Business models, Strategy, State craft, Trade War, Financial Crisis
Oil's relationship with the macro economic environment
2019-10-11 • investing, Macro Economic trends, Business models, Strategy, Financial Crisis
Thoughts of various asset class type and their usage
2019-10-11 • investing, Macro Economic trends, State craft, Trade War, Financial Crisis
Observations on how public opinion is shaped in the US
2019-10-09 • investing, psychology, Macro Economic trends, Culture, Strategy, State craft, Trade War, Financial Crisis, Geography
Launch Scale conference with Jason Calcanis Day 2
2019-10-08 • Startups, Venture Capital, Business models
List of companies that have been heavily punished by macro economic trends to consider for purchase
2019-10-08 • Macro Economic trends, Business models, Trade War, Financial Crisis
Thoughts on excessive use of leverage
2019-10-08 • Startups, investing, Macro Economic trends, Venture Capital, Business models, Strategy, Financial Crisis
Book summary: The perfect weapon by David Sanger
2019-10-07 • Big Data, Strategy, State craft
Chat with Punit
2019-10-07 • Big Data, investing, Macro Economic trends, Venture Capital, Culture, Business models, Strategy
Launch Scale conference with Jason Calcanis Day 1
2019-10-07 • Startups, Venture Capital, Business models
Observations of market behavior during the period of September leading up to October
2019-10-04 • Big Data, investing, psychology, Macro Economic trends, Chance, Trade War
Fluid dynamics within the markets
2019-09-30 • Big Data, investing, psychology, Macro Economic trends, Strategy, Trade War, Financial Crisis
Book summary: Invest with the Feds by Robert R Johnson, Gerald Jensen and Luis Garcia Feijoo
2019-09-28 • investing, Macro Economic trends
LA trip to visit Johnson
2019-09-28 • investing, Macro Economic trends, Business models, Trade War, Financial Crisis
Chats with Ilya on hedge funds
2019-09-23 • Big Data, investing, Macro Economic trends, Venture Capital, Chance, Business models, Strategy
Evening out watching Rambo, last blood
2019-09-22 • Deep Learning, negotiations, Big Data, investing, psychology, personal effectiveness, Macro Economic trends, Culture, Chance, Strategy, State craft
Chat with Yi
2019-09-18 • Startups, Big Data, Business models, Strategy
Patagonia’s brilliantly executed brand positioning
2019-09-15 • Marketing, psychology, Culture, Business models, Strategy
Key insights from mooncake festival at house of Jerry and Liza
2019-09-08 • Machine Learning, Big Data, investing, Macro Economic trends, Venture Capital, Culture, Business models, State craft, Trade War, Financial Crisis
David Letterman interview with Barack Obama
2019-09-06 • Macro Economic trends, Culture, Business models, State craft
The American Factory
2019-09-06 • Macro Economic trends, Culture, Business models, State craft, Geography
Book summary: Understanding big debt crisis by Ray Dalio
2019-09-05 • Macro Economic trends, State craft, Financial Crisis
Key insights from weekend with Jerry, Liza, Ada and Dan
2019-09-01 • investing, Macro Economic trends, Venture Capital, Culture, Business models, Strategy, State craft, Trade War, Financial Crisis
Reasoning on more extreme weather patterns observed
2019-09-01 • Outdoors, Nature, Physics, Geography
Escalating tension in Asia Pacific and how history tends to repeat itself
2019-08-28 • Macro Economic trends, State craft, Trade War
Reflections of erroneous trading over the past 48 hours
2019-08-27 • investing
Book summary: The Asian Financial Crisis by Shalendra Sharma
2019-08-24 • investing, Macro Economic trends, Developing country, Business models, State craft, Financial Crisis
Afternoon with Tomasso on the limitations of Artificial intelligence's application
2019-08-21 • Deep Learning, Big Data, investing, Macro Economic trends, Chance, Business models
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
2019-08-20 • investing, Macro Economic trends, Business models, State craft, Financial Crisis
Why banks are trading at or below net book value
2019-08-20 • investing, Macro Economic trends, Business models, State craft, Financial Crisis
Book summary: Barbarians at the gate by Bryan Burrough and John Helyar
2019-08-15 • investing, psychology, Macro Economic trends, Business models, Strategy
Key lessons from When Genius Failed by Roger Lowenstein
2019-08-12 • investing, Macro Economic trends, Business models, Financial Crisis
Insights from evening with Wine and Jam session with Adriene and Dennis, Birthday party with Konstantine
2019-08-11 • Machine Learning, Startups, Big Data, investing, psychology, Macro Economic trends, Culture, Hardware
Insights from lunch with Andrew and Paul
2019-08-07 • psychology, Macro Economic trends, Culture, State craft
Macro economic extension to loss aversion reversion to mean trading methodology - Government versus Government scenario
2019-08-06 • Big Data, investing, psychology, Macro Economic trends, Chance, Trade War, Financial Crisis
Donald Trump's August 1st 2019 tweet on additional tariffs
2019-08-02 • negotiations, Big Data, investing, Macro Economic trends, State craft, Trade War, Financial Crisis
Federal Chairman Jerome Powell on 0.25% interest rate cuts
2019-08-01 • Big Data, investing, agriculture, Macro Economic trends, Developing country, Culture, Business models, State craft, Trade War
Manias, Panics and Crashes - balance of trade mechanism
2019-07-30 • Macro Economic trends, Developing country, Business models, State craft, Financial Crisis
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
2019-07-25 • investing, Macro Economic trends, Business models, State craft, Financial Crisis
The case for hastening the replacement of workers with AI
2019-07-24 • Machine Learning, Deep Learning, health, futurism, Macro Economic trends, State craft
Thoughts on avoiding the greater fool theory
2019-07-24 • Startups, investing, Marketing, psychology, personal effectiveness, Macro Economic trends, Venture Capital, Business models, Strategy
Mushroom growing documentation
2019-07-20 • health, mushrooms, agriculture, Outdoors
Insights from dinner with Brian and Jason
2019-07-19 • Startups, investing, Venture Capital, Business models
Learnings on enterprise sales - SVB and SalesForce workshop
2019-07-19 • Startups, personal effectiveness, Venture Capital, Business models, Strategy
Summary of readings and conversations for the week
2019-07-15 • Machine Learning, Big Data, Macro Economic trends, Venture Capital, Culture, State craft, Trade War
Differences between decision making and execution
2019-07-13 • psychology, personal effectiveness
Insights from Josh
2019-07-12 • Big Data, Business models
Key highlights of Fed Chair Jerome Powell's testification before the congress
2019-07-11 • Big Data, Macro Economic trends, State craft
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
2019-07-10 • Machine Learning, Deep Learning, futurism, Startups, Big Data, Macro Economic trends, Venture Capital, Culture, Business models, Strategy, State craft, Trade War
Thoughts on systemic risk
2019-07-10 • Big Data, Macro Economic trends, Strategy
How banks and the Federal reserve / central bank works
2019-07-07 • investing, Business models
Behavior that promotes good investment returns
2019-07-01 • Spiritual Training, investing, psychology, personal effectiveness
ETFs disrupts hedge funds and democratizes playing field for individuals while driving demand for alternate data
2019-07-01 • Big Data, Macro Economic trends, Venture Capital, Business models
Mark Zuckerberg chats with Yuval Noah Harrai on the Future of AI
2019-07-01 • Deep Learning, futurism, Startups, Big Data, psychology, Macro Economic trends, Culture, Business models, Strategy, State craft
Trends associated with GetData.IO
2019-06-29 • Machine Learning, Big Data, investing, Marketing, Macro Economic trends, Business models, Strategy
Analysis of the Facebook Libra Token
2019-06-27 • investing, Macro Economic trends, BlockChain, Developing country, Business models, State craft
20190619 - Federal reserve chairman Powell’s speech
2019-06-20 • investing, Macro Economic trends, Developing country, State craft
Book summary - Range
2019-06-20 • Startups, Culture, Business models
Book summary - the wealth of nations
2019-06-20 • Macro Economic trends, State craft
Reflections on the subject of economics
2019-06-19 • Macro Economic trends, Developing country, Culture, Strategy, State craft, Trade War
Effects of Trump administration and Federal Reserve fiscal policy on the S&P index
2019-06-18 •
Guo Jia’s Ten Advantage Framework
2019-06-17 • Macro Economic trends, Strategy, State craft, Trade War
Non-purchase of DOMO despite 10% dip
2019-06-17 • Startups, investing, Macro Economic trends
Loss aversion reversion to mean exit strategy
2019-06-11 • investing, Macro Economic trends, Trade War
Macro-economics negative spiral leading indicator
2019-06-10 • investing, Macro Economic trends, Financial Crisis
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
2019-06-05 • investing, Macro Economic trends, State craft, Trade War, Financial Crisis
Learnings on shorting the market during the May 2019 US/China Trade war
2019-05-30 • investing, Macro Economic trends, Financial Crisis
Key take aways from The Governance of China by Xi JinPing
2019-05-28 • Macro Economic trends, Developing country, Culture, State craft
Prediction on US/China Trade war to be verified in 2021
2019-05-28 • investing, Macro Economic trends, Trade War, Financial Crisis
Key takeaway from Great Again by Donald Trump
2019-05-26 • negotiations, Macro Economic trends, Culture, Strategy, State craft, Trade War
Book summary: Everybody lies by Seth Stephens-Davidowitz
2019-05-25 • Deep Learning, Big Data, investing, psychology, Macro Economic trends, Culture, Chance, Business models
Book summary - The Signal and the noise
2019-05-25 • Machine Learning, Deep Learning, Big Data, investing, psychology, Macro Economic trends, Chance
The mushroom at the end of the world
2019-05-25 • Spiritual Training, mushrooms, agriculture, psychology, Macro Economic trends
Loss aversion reversion to mean anti pattern
2019-05-23 • investing
Post 2019 US/China Trade War companies for consideration
2019-05-23 • investing, Macro Economic trends, Trade War
Insights from Ilya
2019-05-20 • investing
Learnings from the market today
2019-05-17 • investing
Insights from dinner with Josh
2019-05-16 • Machine Learning, Big Data, Macro Economic trends, Business models, Strategy
Key trading mistakes during execution
2019-05-16 • investing, Macro Economic trends, Trade War
3rd June post effects of 13th May 2019 US/China Trade war on US markets
2019-05-15 • Big Data, investing, Macro Economic trends, Trade War, Financial Crisis
Macro economic analysis on US/China 2018/2019 Trade war
2019-05-14 • investing, Macro Economic trends, State craft, Trade War, Financial Crisis
Book Summary: Permission Marketing by Seth Godin
2019-05-12 • Marketing
Book summary: The essential Drucker
2019-05-12 • Startups, Marketing, personal effectiveness, Business models, Strategy
Donald Trump’s 3rd May 2019 trade war tweets on stock market index around the world
2019-05-07 • investing, Macro Economic trends, Chance, Trade War, Financial Crisis
Book summary: The Fate of Rome
2019-05-04 • agriculture, Macro Economic trends, Developing country, Culture, Chance, State craft
Insights from Klaren’s birthday
2019-04-29 • Machine Learning, Deep Learning, Startups, Big Data, Marketing, Business models, Strategy
Insights from dinner with Yuan
2019-04-27 • Startups, Macro Economic trends, Venture Capital, Culture, Business models, State craft
Tesla autonomy
2019-04-23 • Machine Learning, Startups, Big Data, Venture Capital, Business models
Blitzscaling with Microsoft
2019-04-22 • Startups, Business models, Strategy, State craft
Societal comparison between our current day and age versus the era of communism's rise
2019-04-22 • Startups, Macro Economic trends, Culture, Business models, State craft
Book summary: The Nature of Technology
2019-04-19 • Startups, Business models
Insights from lunch with Manish and Ketan
2019-04-18 • Startups, investing, Business models, Strategy
Insights from Monday lunch
2019-04-17 • Startups, psychology
SPY - SnP index during Dec 2018 market pull back
2019-04-17 • investing, Trade War
Book summary: George Orwell's 1984
2019-04-15 • psychology, Culture, Strategy, State craft
Insights from the week
2019-04-13 • Machine Learning, Deep Learning, Big Data, agriculture, Marketing, Macro Economic trends, Business models
UX decision making matrix
2019-04-13 • Design
Inputs from Ilya on loss aversion and reversion to mean trading strategy
2019-04-08 • investing
Insights on managing Big Data from meet up with Dean and Ved
2019-04-05 • Machine Learning, Startups, Big Data, personal effectiveness, Venture Capital, Business models
Book summary: Your First 100
2019-04-03 • Startups, Marketing, psychology, Strategy
Coaching for founders
2019-04-03 • negotiations, Startups, psychology
Book summary: Thinking in Bets
2019-03-26 • health, Startups, investing, psychology, personal effectiveness, Chance, Strategy
Hypothesis on timing entry position into loss aversion
2019-03-26 • investing, psychology
Insights from visit to far west fungi farm
2019-03-26 • Machine Learning, Big Data, mushrooms, agriculture, Chance
Fishing at candlestick recreational park
2019-03-21 • health, Chance, Outdoors
Insight from dinner with Sujit
2019-03-21 • Machine Learning, Startups, personal effectiveness, Macro Economic trends
Insights from house party at Qyunh's
2019-03-17 • Startups, BlockChain, Business models
Book summary: Quantitative momentum
2019-03-16 • investing
Book summary: swing trading for dummies
2019-03-16 • investing
Book Summary: Lost and Founder
2019-03-14 • biographies, Startups, Marketing, psychology, Venture Capital, Culture, Business models, Strategy
Reflections on communicating with your users via email
2019-03-09 • Startups, Spiritual Training, Marketing, psychology, personal effectiveness
Book Summary: Contagious
2019-03-05 • Marketing, psychology, Culture, Business models
Reflections on organizational observations
2019-02-22 • health, exercise, Startups, agriculture, Agile, Culture, Business models
Key take aways from the Blockchain revolution
2019-02-20 • futurism, Startups, Macro Economic trends, BlockChain, Culture, Business models
Key take aways from Trust me I am lying
2019-02-20 • biographies, Marketing, psychology, Macro Economic trends, Culture, Business models, Strategy
Reflections on maximizing output with limited resources
2019-02-14 • Startups, Spiritual Training, psychology, personal effectiveness, Strategy
Key take aways from Exit Strategies for Entrepreneurs and Angel Investors
2019-02-13 • negotiations, investing, Venture Capital, Business models
Insights from party at Ilya's place
2019-02-10 • investing, Venture Capital
Understanding cognitive biases is important for startups
2019-02-02 • negotiations, Startups, Marketing, psychology
Key take aways from the guide to a good life
2019-02-01 • psychology, personal effectiveness, Culture, State craft
MongoDB versus Amazon
2019-02-01 • investing
Reflections for the morning
2019-01-27 • health, Spiritual Training, psychology, personal effectiveness
Key take aways from California Mushrooms, the comprehensive identification guide
2019-01-23 • mushrooms
Highlights from The Future of Humanity by Michio Kaku
2019-01-19 • Machine Learning, Deep Learning, futurism
Key take way from the Truth Machine, Michael J.Casey
2019-01-19 • Startups, Macro Economic trends, Business models
Key observations of Chinese One Belt Road Initiative in Africa
2019-01-18 • Macro Economic trends, Developing country, Culture, State craft
Navigating the trough of sorrow
2019-01-13 • Machine Learning, Deep Learning, negotiations, biographies, health, futurism, Startups, Big Data, Spiritual Training, psychology, personal effectiveness, Venture Capital, Chance, Business models, Strategy