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Paul Kedrosky
This was Mammoth’s “white strip of death” at Canyon Lodge base today. Play Taps for winter. pic.twitter.com/irtzLDuOYi
New SFI paper: The half-life of public companies is about a decade, regardless of sector (rsif.royalsocietypublishing.org/content/12/106…) pic.twitter.com/20iGLssCtv
INTC, MSFT & CSCO haven’t been growth cos for a decade: their cheapness is warranted. Growth rates matter. Idiots. pic.twitter.com/OBhpj0JUQQ
Why are public tech equity repricings so jarring? Because the growth regime changes are often discontinuous. pic.twitter.com/OnHn44d12t
Charts like this piss me off. Can’t decide if it’s propaganda, dumbth, or both. (Source: cbinsights.com/blog/tech-bubb…) pic.twitter.com/gtG0r2E2Mw
For my Canadian friends, here is how TomTom ranks traffic congestion in Canadian cities. Has Vancouver worst. pic.twitter.com/1vmIk2Oiva
Latest TomTom traffic congestion data is out. Istanbul leads world; Los Angeles leads US tomtom.com/en_us/traffici… pic.twitter.com/QUVWF0vNGC
The happiest people in Europe? Scandinavians. Specifically, retired Danish women econ.st/1G3JQwg pic.twitter.com/9ETlKDKmv4
Retweeted by Paul Kedrosky
Sierra Nevada #snow research. Very few of our 150 sensors still reporting snow, given warm #cawx, #cadrought. pic.twitter.com/EIZHCa893S
Retweeted by Paul Kedrosky
Apparently, a sufficient number of puppies can explain any computer science concept. Here we have multithreading: pic.twitter.com/R08OZ08a7k
Retweeted by Paul Kedrosky
Hello hubris and naive extrapolation, my old friends pic.twitter.com/LbkJ0P38tb
Great graphic showing how startups are trying to 'unbundle the bank' bit.ly/1a8denX #2MA pic.twitter.com/kVXEDx14Zi
Retweeted by Paul Kedrosky
Good week for Thorbjorn Olesen: he passed Tiger Woods in world golf rankings -- because Woods fell out of top 100 pic.twitter.com/yUmOdCIuIw
Weather pattern change ahead for US West Coast? Up to 25 in snow? Color me skeptical opensnow.com/dailysnow/tahoe pic.twitter.com/uc8eHO5yef
California’s Sierra Nevada snowpack hits record low sfgate.com/news/article/C… /v @Revkin pic.twitter.com/KAv5dKOKnS
Been a weird month for bandwidth usage on my iPhone. Check my March daily graph. pic.twitter.com/gCLxwWjxd4
Mammoth village last weekend, before the record temps hit #LastChanceToSki pic.twitter.com/ObSBb5GsB4
Yesterday in current heat wave, SoCal beat some 125-year-plus temperature records pic.twitter.com/fyqsAgoaC7
Was doing a search on Google Scholar today, and two Fox Business stories popped up. Tell me that’s a joke. pic.twitter.com/MYVsA5u4CU
Out of 34,213 accesses to my honeypot, here are the top ten passwords tried. One question: “jamima”? pic.twitter.com/7OnRrb1PaR