gdp's Comments

Mercenary Trader : Volatility Lambada

Thu, 16 Sep 2010 14:44:07 +0000

Keep an eye on VXZ and VXV to see how option premiums are bid further out in time-- they haven't been hit as hard b/c everyone expects this big move into October, similar to the big move everyone was expecting into September

Mercenary Trader : Volatility Lambada

Thu, 16 Sep 2010 13:20:02 +0000

the vxx is structurally flawed and it's getting hit by the VIX futures contango as well as the collapse in oct vix futures.

Feld Thoughts : Four Minutes In The Morning

Thu, 2 Sep 2010 12:22:42 +0000

And that is why you make sure your house has a big shower.

Paul Kedrosky: Infectious Greed : Gary Shilling Hearts the 30-Year Bond

Tue, 20 Jul 2010 01:00:40 +0000

An economist with no bow tie?

Feld Thoughts : New Orleans Rock ‘n’ Roll Mardi Gras Marathon

Mon, 1 Mar 2010 17:45:58 +0000

"Even with all the well known New Orleans spirit they haven’t figured out how to show up in force for an early Sunday morning marathon. " They're still hungover from the Saint's win, Mardi Gras, and the rest of February. If you're looking for spirit, come back out for the Red Dress Run in August!

Feld Thoughts : StartUp Visa Act Introduced By Senators Kerry and Lugar

Thu, 25 Feb 2010 01:57:25 +0000

There's a really good debate going on over at hacker news about the merits of this bill. It might provide some angles of the argument (from both sides) that haven't yet been considered-- def a read: http://news.ycombinator.com/item?id=1148707

Feld Thoughts : Speech Recognition Is Only Part of the Future

Mon, 18 Jan 2010 21:42:40 +0000

Take a lateral step here. There's a lot of video content on the internet that has a very hard time being "searchable." I'm waiting for an A / V spider to crawl through youtube, converting speech to text, and indexing it on search. I don't think it exists yet, but it will.

Feld Thoughts : My Steel Balls By Mark Castator

Mon, 14 Dec 2009 20:50:27 +0000

Do note that a simple misspelling of the artist's last name makes the piece that much more... inspiring.

Paul Kedrosky: Infectious Greed : Show Me a Stupid Risk, and We'll Take It

Tue, 20 Oct 2009 16:35:03 +0000

i haven't laughed that hard in quite some time.

Don Dodge on The Next Big Thing : TechStars Boston debuts new startups

Fri, 11 Sep 2009 02:16:05 +0000

I am absolutely blown away (and my wife more so) by HaveMyShift. Especially useful for franchises such as SBUX that have interchangeable positions.

Feld Thoughts : VC Behavior in Board Meetings

Thu, 13 Aug 2009 15:08:13 +0000

"Poor impulse control" funny, I've got a tattoo with that phrase.

Paul Kedrosky: Infectious Greed : Obit: J.G. Ballard

Tue, 21 Apr 2009 01:24:54 +0000

Unfortunately, it seems that professor Hawking is next on the list.

Paul Kedrosky: Infectious Greed : Dow 8,000 Brings Out the CNBC Nonabox

Thu, 2 Apr 2009 19:18:40 +0000

I wonder if they know what a signal to noise ratio is?

Redeye VC : Yogi Berra wisdom for startups

Mon, 30 Mar 2009 12:58:19 +0000

Ho-ly crap. I actually remember using Homework Helper on Prodigy. Talk about nostalgia.

Paul Kedrosky: Infectious Greed : Why No Funny Money?

Tue, 24 Mar 2009 16:53:07 +0000

Follow this blog if you don't already: http://macro-man.blogspot.com/ He puts in gems in there occasionally, although field knowledge, a high brow, and british-dry-humor are prerequisites.

Paul Kedrosky: Infectious Greed : Isthisthebottom.com

Thu, 26 Feb 2009 13:14:15 +0000

Thanks for the shoutout. I own the site and made it during my lunch break last week.

Paul Kedrosky: Infectious Greed : Raw Meat: 'Bailout Nation' Dropped. War of Words Ensues.

Wed, 11 Feb 2009 01:51:29 +0000

That's so unprofessional. I thought they would have some sort of integrity as publishers to remain indifferent as to the content they were pushing out.

Feld Thoughts : TechStars Model Seed Funding Documents

Tue, 10 Feb 2009 14:40:12 +0000

Tagged, bookmarked, and starred. Thanks for sharing. Ycombinator has some legal docs related to this: http://ycombinator.com/seriesaa.html I have a feeling they're eerily similar.

Paul Kedrosky: Infectious Greed : Updated: The Pelosi Graph -– Alright Already

Mon, 9 Feb 2009 17:26:02 +0000

I see a need. Factcheck + statisticians. I'm seeing too many bad data and charts out in the political arena and it needs to be curbed back.

Paul Kedrosky: Infectious Greed : Updated: The Pelosi Graph -– Alright Already

Mon, 9 Feb 2009 17:25:05 +0000

It's not silly. We need to be very criticial of the stats that politicians use. 1) An absolute number is NOT relevant because there is population and economic growth. A better chart would be to index it against total population or some other metric. 2) You need a better sample size than the previous two recessions. Just because these are the ones most people remember best (recency bias) does not make them more relevant to the stats.