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Paul Kedrosky
This was Mammoth’s “white strip of death” at Canyon Lodge base today. Play Taps for winter.
New SFI paper: The half-life of public companies is about a decade, regardless of sector (…)
INTC, MSFT & CSCO haven’t been growth cos for a decade: their cheapness is warranted. Growth rates matter. Idiots.
Why are public tech equity repricings so jarring? Because the growth regime changes are often discontinuous.
Charts like this piss me off. Can’t decide if it’s propaganda, dumbth, or both. (Source:…)
For my Canadian friends, here is how TomTom ranks traffic congestion in Canadian cities. Has Vancouver worst.
Latest TomTom traffic congestion data is out. Istanbul leads world; Los Angeles leads US…
The happiest people in Europe? Scandinavians. Specifically, retired Danish women
Retweeted by Paul Kedrosky
Sierra Nevada #snow research. Very few of our 150 sensors still reporting snow, given warm #cawx, #cadrought.
Retweeted by Paul Kedrosky
Apparently, a sufficient number of puppies can explain any computer science concept. Here we have multithreading:
Retweeted by Paul Kedrosky
Hello hubris and naive extrapolation, my old friends
Great graphic showing how startups are trying to 'unbundle the bank' #2MA
Retweeted by Paul Kedrosky
Good week for Thorbjorn Olesen: he passed Tiger Woods in world golf rankings -- because Woods fell out of top 100
Weather pattern change ahead for US West Coast? Up to 25 in snow? Color me skeptical
California’s Sierra Nevada snowpack hits record low… /v @Revkin
Been a weird month for bandwidth usage on my iPhone. Check my March daily graph.
Mammoth village last weekend, before the record temps hit #LastChanceToSki
Yesterday in current heat wave, SoCal beat some 125-year-plus temperature records
Was doing a search on Google Scholar today, and two Fox Business stories popped up. Tell me that’s a joke.
Out of 34,213 accesses to my honeypot, here are the top ten passwords tried. One question: “jamima”?