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Phase Transitions and the Googlephone
Baruch keeps thinking about Apple and what it’s done to mobile phones. Call him obsessed if you will, but it is also his job to think about it, and there’s good money to be made if you get it right....
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Google: Scientist
Baruch, Symbolism is never lost on the Chinese, who are the masters of signaling, and thus there was some great poignancy to Google’s A new approach to China being posted to the blogspot.com domain,...
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Econobloggers need their crisis back
I think so, dear readers. With the advent of peace and plenty, as we move to the broad sunlit uplands of The Recovery, I fear some of the spice has gone out of the commentary on sites like this one,...
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No Stock Recommendations here; move along
Baruch recently found himself commenting on Wall Street Cheat Sheet, on a post by Damien Hoffman, who seems to really dislike Jim Cramer. The post was about some investigation of TheStreet.com by the...
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There. You see?
Much is being made of this video among the various Apple groupie blogs. Readers will of course recall the fascinating one-two punch on the iPad delivered by myself, Baruch, and my dear colleague in...
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Myths about stockmarket myths that just won’t die
Baruch hasn’t stopped blogging. He’s just been busy at work. To be fair, there also hasn’t been that much he has wanted to write about. That changes here! A recent and growing animus in the...
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Through the looking glass again
I’ve been catching up on my reading and dear Bento, if anyone tells you they have a clear view on what is going to happen to the econo-world from here, walk away briskly. As Ed Hyman of ISI* puts it,...
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Baruch the political football
James Suroweicki is using Baruch’s (rather good) line, the “undead homicidal zombie market” as grist to his anti-anti QE2 mill. What’s most striking about the attacks on QE2 is how hysterical they...
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Baruch: big in Japan
Imagine what Baruch found in his daily Abnormal Returns troll last thrusday, Bento! It seems 2 academic dudes, one Yuqing Xing and another Neal Detert at the Asian Development Bank Institute in Japan,...
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The market as an analysis-free zone
Baruch has noted a curious thing about this results season, dear readers. Sell side analysts seem to have stopped doing as much research as they used to. I think it’s because, in the light of the SEC’s...
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The stockmarket is still where it’s at
Baruch is more pleased than he can say to see his pal Felix get a spot on the NYT’s op ed page. But I wish he had written about bonds, or art or something else. He knows I don’t like it when he is rude...
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No Second Chances
Baruch has been reading Asymco, a fascinating techie site he was put onto by Jean-Louis Gassé at Monday Note, and those interested in tech investing should really have a look at it. You can now see the...
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Homicidal zombie markets reconsidered
Baruch received old media brickbats for his bloggy frettings last year about the impact and meaning of QE2. At the time, while understanding why people thought it was necessary, he worried that we were...
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Do let’s be optimistic . . . even if we don’t feel like it
Tis (or, by the time I finish this post, ’twas) the season for pundits to give specific predictions for 2012 and a more pointless exercise has yet to be devised. Baruch isn’t going to waste your time...
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Buy and hold no more?
Baruch has long held that the academic finance industry has produced nothing of lasting worth. Or at least nothing that has helped anyone make money consistently, which is, after all most of the point...
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Don’t Panic
OK, so the other week everyone who was anyone was banging on about the AlphaGo programme from The Google’s DeepMind that can, so far, beat humans at Go. Baruch’s understanding is that this was a...
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