Same, Same, but different
Even before Warren Buffett gave up on showing long term book value progression in his Annual Shareholders letter, others were noticing that price / book... Read More
Then it fell apart
“I’ve seen so much in so many places So many heartaches, so many faces” – Moby Extreme Ways Inspired by Marc Rubinstein, who I used... Read More
Technology and zero sum games
Music Festivals. The World Cup. Beach volleyball. Bike rides. Beer gardens. I’ve been taking time to enjoy the summer. Not spending much time in front... Read More
Surprising and inevitable stories
Like me, a couple of people at the Bank of England have also been messing around with text mining and machine learning. In a Working... Read More