Links for 13th July, 2018

  1. On when to write a put. Maybe.
  2. Brexit is proving to be rather inconvenient
  3. Screenshots on steroids
  4. Understanding momentum (in the financial sense of the term). Also listen to a Conversations with Tyler episode in which Tyler Cowen interviews Cliff Asness
  5. Is Xi Jingping being boxed into a corner? And if so, what is he likely to do? These are worrying questions.
  6. A timely topic to read about. I hope you make it through unscathed!
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Links for 12th July, 2018

  1. Interpreting what North Korea saysNorth Korea says 
  2. On how the trade war started and why 
  3. Excellent post by Scott Sumner on things all of us should know more about
  4. Gulzar Natarajan advises leaping before looking… but then taking a very long hard look after.

Links for 11th July, 2018

  1. Giving trade a bad name
  2. Lessons from Cliff Asness, via Barry Ritholtz
  3. The article makes it clear that we’re a while away, but on printing human organs
  4. Growth is impossibly hard.
  5. On comparative advantage, and it not being a static concept.
  6. A contrarian take on the inversion of the yield curve

Links for 10th July, 2018

  1. Evaluating (and forming) probabilities

  2. This sounds interesting, and weirdly, reminded me of Amar Akbar Anthony. Also, from that post, Project Nim.
  3. Do the simple things first 
  4. An update to the Fama puzzle 
  5. How to think like an economist
  6. Game theory and the football world cup

Links for 9th July, 2018

  1. The basketball experiment (and I envy you if you have never seen this before), looked at another way.
  2. Tyler Cowen is a hero. No two ways about that.
  3. What doesn’t kill you makes you stronger, the footballing edition. Also, do read Antifragile, by NN Taleb.
  4. The Economist magazine tries to make sense of Netflix
  5. Restructuring Indian finance is hard.

Links for 8th July, 2018

  1. On double-deckers in Bombay, a thing of the past, almost.
  2. A (very) long read, pro Tesla
  3. HR analytics
  4. There may be more to Mahabalipuram
  5. One master on another

Links for 7th July, 2018

  1. Parallel recruitment in the IAS? Been there, done that, says Sidin Vadukut.
  2. Tinkering at the margin with irrigation in agriculture.
  3. On the history of African slaves in India
  4. On the link between music and, well, everything.
  5. On Nirav Modi and his diamonds