Investor in curious things (at http://skvcap.com). Lapsed golf course maintenance guy. Previously enigmatic.

The Dubious Logic of Stock-Market Circuit Breakers

newyorker.com — Many things that are supposed to make you safer don't actually do so. Taking off your shoes at airports, for example, is largely security theatre. (How many prospective shoe bombers have been nabbed since Richard Reid?) But the practice offers the impression of protection, so it stays-just to be on the safe side, you know.
Jan 12, 2016

"the breaker trips...imposing a cooling-off period before anything (a toaster, an economy) gets fried” @pkedrosky newyorker.com/business/curre…

Jan 12, 2016

nice job @pkedrosky 'The dubious logic of stock market circuit breakers newyorker.com/business/curre… ...way to work in Dubious.

Jan 12, 2016

The Dubious Logic of Stock-Market Circuit Breakers: Many things that are supposed to make you ... bit.ly/1P8ygPG from @NewYorker

Jan 12, 2016

RT @cduhigg: The Dubious Logic of Stock-Market Circuit Breakers: Many things that are supposed to make you ... bit.ly/1P8ygPG from @NewYorker

Jan 12, 2016

RT @pkedrosky: For the night crew: I have a @NewYorker piece on market circuit-breakers, security theater, and magnets newyorker.com/business/curre…

An Engineering Theory of the Volkswagen Scandal

newyorker.com — Last week, Volkswagen of America C.E.O. Michael Horn told a House subcommittee investigating his company's ongoing emissions scandal that it wasn't a corporate decision to cheat emissions tests by installing "defeat" software in eleven million diesel cars. Instead, Horn said, it was "a couple of software engineers."
Oct 16, 2015

RT @pkedrosky: I have a speculative piece in the New Yorker on normalization of deviance, engineering & the Volkswagen crisis http://t.co/w…

Oct 16, 2015

RT @pkedrosky: I have a speculative piece in the New Yorker on normalization of deviance, engineering & the Volkswagen crisis http://t.co/w…

Oct 16, 2015

RT @pkedrosky: I have a speculative piece in the New Yorker on normalization of deviance, engineering & the Volkswagen crisis http://t.co/w…

Oct 16, 2015

RT @pkedrosky: I have a speculative piece in the New Yorker on normalization of deviance, engineering & the Volkswagen crisis http://t.co/w…

Show 27 more tweets from Anil Dash, Elaine Kurtenbach and others...

Here's why finance is about to be disrupted

radar.oreilly.com — Request an invitation to Next:Money , O'Reilly's conference focused on the fundamental transformation taking place in the finance industry. Editor's note: We're approaching an inflection point in all things "money" - currency, transactions, markets, and capitalism itself. Fundamental changes in the financial industry, driven by technology but with implications for every business and government, are beginning to manifest, bringing both disruption and opportunity.

Google's Microsoft moment - Business Insider

businessinsider.com — When might Google have its Microsoft moment? That is, when will it begin its inexorable decline - as most aging tech companies do when their growth stalls, and as Microsoft did - largely unbeknownst to (and even denied by) most observers? How might we know?

Google, Microsoft, Stall Points, and Growth

blog.kedrosky.com — April 7, 2015 When might Google have its Microsoft moment? That is, when will it begin its inexorable decline - as most aging tech companies do when their growth stalls, and as Microsoft did - largely unbeknownst to (and even denied by) most... | Paul Kedrosky | Svbtle
Apr 14, 2015

RT @pkedrosky: With Google facing EU antirust action, I muse at length whether this is Google’s “Microsoft moment” blog.kedrosky.com/googles-micros…

Apr 14, 2015

RT @pkedrosky: With Google facing EU antirust action, I muse at length whether this is Google’s “Microsoft moment” blog.kedrosky.com/googles-micros…

Apr 14, 2015

RT @pkedrosky: With Google facing EU antirust action, I muse at length whether this is Google’s “Microsoft moment” blog.kedrosky.com/googles-micros…

Show 11 more tweets from Herb Greenberg, Erick Schonfeld and others...

Tech Bubbles, FOMO & Revenge Effects

blog.kedrosky.com — What are we missing in all the chatter about fear of missing out (FOMO), scarcity, and the current technology bubble among late-stage private companies? I'll posit a few things, some obvious, some less so, and a couple deranged and hypothetical: Lots of people took this 2001 bumper sticker very seriously: Knowing that most of the money is made by being early to prominent tech IPOs, they did the rational thing: They bought earlier.

The Gell-Mann Amnesia Effect

paul.kedrosky.com — By · · · Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues.

Conversation with @billjaneway, @pmarca and @danfrost

Nov 29, 2014

RT @pkedrosky: Good twitter debate yesterday between @billjaneway and @pmarca about cloud technology. Storified snippet: storify.com/pkedrosky/conv…

Conversation with @billjaneway and @pmarca

Proper labeling of axes is absolutely crucial.

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