Links for 6th July, 2018

  1. On (planned) urbanization in India
  2. Pragmatism from Japan: an update on the Great Game
  3. On the Dunning-Kruger effect
  4. Thinking about commitment, by Robin Hanson. I loved reading this.
  5. Via MR, a thread on what’s in store for the WTO
  6. I’ll be adding some of these to my daily reading, but I haven’t decided which ones just yet. A list on what to read about China.
  7. Reading this is entirely worth your time. Eric Weinstein is interviewed about the evolution of capitalism. Via MR.
  8. Data and sports and journalism. Also, on the limitations of data.
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Links for 5th July, 2018

  1. I’ve never been convinced about DST, and I’m not about to start now. The costs (to me) always outweigh the benefits.
  2. Life gets weirder (better?) with every passing day
  3. Which stock is up the most since 2010?
  4. Barry Ritholtz on Fox News
  5. 35 innovators under 35. There’s always hope.
  6. Your feel good story for the day
  7. Education is hard

Links for 4th July, 2018

  1. A long, mostly uncomfortable read, but ultimately a rewarding one. On negative proofs.
  2. On the Efficient Market Hypothesis. I consider it a good day if I change my opinion on the EMH only a couple of times.
  3. The monster has been with us all along, via Marginal Revolution. I interpret this as an excuse to re-read the Mahabharat.
  4. On better ways to learn. This is important stuff!
  5. A review of a book about Universal Basic Income, an idea with some currency in our times.
  6. On North Korea,a timely warning for Trump
  7. A sign of the times.
  8. I’m slightly worried that David Frum would write something like this.

Links for 3rd July, 2018

  1. Via Tyler Cowen, from Marginal Revolution. Make what you will of it.
  2. When to fold in poker, by Rupert Murdoch.
  3. The Great Game continues. India edges closer to Russia, perhaps not out of (political and economic) choice. What will China do in response? And Pakistan? And Russia? And America? By the way, Bruno MaƧaes has the best book to help you think through these questions.
  4. A thought provoking piece on the ‘Google City
  5. A very long, but consistently interesting interview with Patrick Collison, founder of Stripe.
  6. I loved watching this video. It’s that time of the year: Wimbledon!

Links for 2nd July, 2018

  1. On smoking habits, disturbing photographs on cigarette packets and starting ’em young. This link also contains my choice for chart of the day: India has 750 million people under the age of 25.
  2. Australia goes “uh-oh”
  3. Bloggers from the world of finance. A useful list.
  4. The single most important question you could ask yourself.
  5. Everybody should evolve their own style, but if you’re looking for tips on “how to read“.
  6. Is it too early to start thinking about 2020?
  7. Tyler Cowen will be interviewing Michael Pollan.
  8. Should we worry about an inverted yield curve? Yes! Should we panic. Not yet.
  9. Forecasts are useless. Thinking about forecasts isn’t.

Links for 1st July, 2018

  1. “A fraudster does not have to fool everyone; he just needs to fool enough people to get his money.” A great read on frauds in the financial sector from The Guardian.
  2. Have you heard about Atul Gawande? You will a fair bit, if you haven’t already.
  3. Is there such a thing as an Uber employee? Should there be?
  4. The always excellent Gulzar Natarajan (his book is a must read) gives his readers a headache on a weekend, about the looming debt crisis in the USA.
  5. Tesla’s innovative (I’m a polite guy) methods of production.
  6. Tyler Cowen teaches us, once again, how to think like an economist.

Links for 30th June, 2018

  1. An interview with the truly great (and in this case, it is no exaggeration) Daniel Kahneman.
  2. A study on MISO’s (monsoon intra-seasonal oscillations). This is important for two reasons: first, it’ll help make better predictions in about five to ten years. Second, this is a second order problem. The first order problem, by implication, has been mostly solved. Or at least, that’s how I interpret it.
  3. Did you get to read the in-depth and very long article about Johnny Depp in Rolling Stone? Barry Ritholtz comes up with advice about what to not do (the best kind of advice, really) when it comes to finance.
  4. A useful read if you are a student of commodities trading. We all are commodities traders, by the way. Or should be, at any rate.
  5. Words of wisdom, as you’d expect, from Alex Tabarrok over at Marginal Revolution. Beware of the data that you don’t see.