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Where Has the Retail Investor Gone? - The Big Picture

ced 2012/08/29

9 High frequency trading: Investing is a zero-sum game. The gains that the high-frequency traders have taken come right off the bottom line for anyone with a pension or retirement account. The complexity may be beyond the average investor’s comprehension, but the impact is not. People can smell wh

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Peak Media Whore! - The Big Picture

ced 2012/05/26

Most of the FB coverage had to do with two themes: First, the discovery I made that a Facebook “Active Users” meant anyone who clicked a Like button that day/month (See Less than meets the eye at Facebook and Who’s a Daily Facebook User? Anyone who clicks “Like”). Secondly, the notorious b

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Why Facebook Is Almost as Greedy as Bernie Madoff - The Big Picture

ced 2012/05/25

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How Facebook Fucked Up Its Own IPO - The Big Picture

What a piece of work is a man, how noble in reason, how infinite in faculties, in form and moving how express and admirable, in action how like an angel, in apprehension how like a god! the beauty of the world, the paragon of animals—and yet, to me, what is this quintessence of dust? Man delights not me— nor woman neither, though by your smiling you seem to say so. –Hamlet, Act 2, Scene 2 Ahhh, th

ced 2012/05/24

Our story so far: Facebook, a wildly overvalued momentary internet phenomena led by an arrogant 28 year old man-child, decided to treat the process of going public with the same respect they do their users’ privacy, which is to say, with none at all. So they went public more or less unlawfully ove

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Ten Pillars of Economic Wisdom - The Big Picture

ced 2012/04/14

Ten Pillars of Economic Wisdom 1. TANSTAAFL: There ain’t no such thing as a free lunch. 2. Incentives matter; incentives affect behavior. 3. Economic thinking is thinking on the margin. 4. The only way to create wealth is to move resources from a lower-valued to a higher-valued use. Corollary: Bot

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The Apple Twitter Merger (in more than 140 characters) - The Big Picture

ced 2012/04/01

Why Twitter? Apple does software and hardware very well; it is outstanding at the integration between the two. But it hasn’t managed to break the code for social. In fact, Apple may be the only tech company without a Twitter account. Go ahead, check out @Apple — 0 Tweets/0 Following. As good a p

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iOS design: a case study - The Big Picture

ced 2012/04/01

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Why Is iPad So Much More Dominant Than iPhone? - The Big Picture

ced 2012/03/09

I suspect that the differences between the smart devices matter much less if your usage is nearly identical for telephony and close enough for computing. They are, in the words of Wired, good enough (The Good Enough Revolution: When Cheap and Simple Is Just Fine). Hence, the differences between the

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Facebook Valuation Formula - The Big Picture

ced 2012/02/03

From the always clever Limericks Économiques: Facebook is valued at plenty By Wall Street’s high-tech cognoscenti, Based on 1 billion friends Times $5 each, then Times the IPO multiple, 20. Delightful!

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Questions for Facebook IPO Investors - The Big Picture

ced 2012/02/02

The VC money is often called the smart money, where as the public IPO is often the dumb money. Remember, Google stunned the world during their road show by revealing monstrous revenues and enormous profits. It stunned the analyst community, who had no idea as to how profitable the search giant actua

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Lawrence Lessig: Hacking at the Roots of Evil - The Big Picture

ced 2012/01/17

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The U.S. Content of “Made in China” - The Big Picture

ced 2012/01/17

Goods and services from China accounted for only 2.7% of U.S. personal consumption expenditures in 2010, of which less than half reflected the actual costs of Chinese imports. The rest went to U.S. businesses and workers transporting, selling, and marketing goods carrying the “Made in China” lab

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