Read, Learn, Improve – 30-Dec-17

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 Dear All,

please note, I plan to discontinue this blog from 1-Jan-2018 and migrate fully to other domain – http://sagetheanalyst.com/ – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

What’s in a name? Ask banksLink here

Sometimes it’s not complicatedLink here

‘WEIRD’ ECONOMICS EXPLAINED Link here

2017: The strange, scary and superlative, in 11 charts – Link here

Ben Franklin’s Guide to Spotting Pseudoscience – Link here

Why Companies Should Hire Teams, Not Individuals – Link here

How New-Breed Travel Agents Can Give You an Edge – Link here

Conspicuous consumption is over. It’s all about intangibles now – Link here

How Europe became so rich – Link here

(Video) ‘Sometimes inspiration for big ideas comes from really unexpected places – Link hereI believe it applies to investing also.

The Amazon machine – Link here

How to use the P/E ratio – Link here

Where are India’s stock market traders? – Link here

Facebook Confirms Aadhaar Prompt Test for New Users, Says It Isn’t Mandatory – Link here – that’s something.

Why Do Accenture And IBM Stand Out When Markets Change? – Link here

Diminishing Returns – ScoopWhoop’s unending list of troubles – Link here

The 7 Most Important Scientific Breakthroughs of 2017 – Link here

Could you make it as an Uber driver? Try the FT news gameLink here

Read, Learn, Improve – 23-Dec-17

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Dear All,

please note, I plan to discontinue this blog from 1-Jan-2018 and migrate fully to other domain – http://sagetheanalyst.com/ – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

Detecting Lies on Earnings Calls – Link here – everybody is looking for edge that would help them make money in market and here is one very innovative way.

British Cops Want to Use AI to Spot Porn – Link hereFor everybody who thinks fully automatic car are gone be soon real, or for that matter AI will replace humans and tonnes of job , here is problem area that I have shared earlier also, Smart AI is actually is not that smart yet.

How Facebook Dominated the Social Network World – Link here

What Needs to Happen Before Electric Cars Take Over the World – Link here – this is called serendipity, just last week, me & few friends were discussing this over lunch and here is the article that exactly outlines my concerns & questions about oncoming of EV revolution.  It’s not that I am not happy if EVs replace the existing petrol/diesel/gas cars, it’s just that I am not convinced because of facts highlighted in above article. I would be more than happy to be proved wrong, if any of you can convince with facts & figures, please email/message and I would be happy to buy you lunch/dinner/coffee and give you one of my favourite book.

India’s Rural Poor May Miss Green Jobs Boom. How To Avoid That – Link here

A shameful failure to tackle overfishing – Link here

The Economist “Ten things we learned in 2017” – Link here – refer article

  • How plastic-eating caterpillars could save the planet
  • How wrapping buildings in plastic film could be an alternative to air conditioning
  • How Finland is experimenting with giving people a monthly “basic income”
  • Why more adults are not having children—and that’s totally fine

Why India’s Deadly Coal-Power Plants Will Continue Polluting – Link hereIt would cost $38 billion (Rs 2.4 lakh crore) to clean up India’s coal-fired power plants, said New Delhi-based Association of Power Producers, and electricity would become costlier.

Human Behavior and The Panic of 1907Link here

The futility of asking how the market will fareLink here

Bitcoin and the law of centralizationLink here

Next Year Could Be the Last Time Stock Pickers Rule Investing – Link here

CRISPR in 2018: Coming to a Human Near You – Link here – my blogs have covered this tech (CRISPR) in past, this is just an update on tech which I think can revolutionize medicine/pharma industry.

Let’s Be Honest: Are You An Investor Or A Speculator? – Link here

Charles Munger on Bitcoin – Link here

How Tech Companies Own Your Day – Link here

Why you can’t cash out pt 1: Why Bitcoin’s “price” is largely fictionalLink here

One of the quality or characteristic of good person or company is they have immense respect for their competitor (& free market) and Bloomberg demonstrates this impressively by publishing “Jealousy List 2017”, compilation of articles done by their competitor or anybody else which they wish they had done it – Link here – I wonder if something similar happens or can be done in broking industry, let me know your thoughts.

Field Marshal Sam Manekshaw- On Leadership and DisciplineLink here

Deep Pockets, Deep Cover: The UAE Is Paying Ex-CIA Officers to Build a Spy Empire in the GulfLink here

Read, Learn, Improve – 16-Dec-17

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Dear All,

please note, I plan to discontinue this blog from 1-Jan-2018 and migrate fully to other domain – http://sagetheanalyst.com/ – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

THE GLOBAL DOMINANCE OF WHITE PEOPLE IS THANKS TO THE POTATO – Link here

Millions Are Hounded for Debt They Don’t Owe. One Victim Fought Back, With a Vengeance – Link here

Estonia, the Digital Republic – Its government is virtual, borderless, blockchained, and secure. Has this tiny post-Soviet nation found the way of the future? – Link here – insight into how a digital society looks like. Many of us would have barely heard of a country called Estonia, which is at forefront of tech. However I think such high level of digitization can happen first in small countries, Estonia has population of around 1.3mn and landmass that is ~10% bigger than Kerala.  Although it gives hope that if it can be scaled up to even a state level, then to central levels it can create wonders for an economy.

An extended cycle? By Akash Prakash – Link here

(Infographic) The Most Valuable Companies of All-Time – Link here

20 TRILLION DOLLAR MISTAKE – Link here

DEFINING AGGREGATORS – Link here

Why Being Great Is So Much Harder Than People Realize – Link here

Billions of video site visitors unwittingly mine cryptocurrency as they watch – Link here

Disney acquiring Fox means big, scary things for film and TV – Link here

Beijing is cultivating the next generation of African elites by training them in China – Link here

The 20% Rule: Applying the Wisdom of Benjamin Franklin and Isaac Newton – Link here

India’s shocking income divide—charted – Link here

Some of the World’s Priciest Real Estate Floats on Open Waters – Link here

70% of Value in Tech is Driven by Network Effects – Link here

In 10 years’ time trains could be solar powered – Link here

Your Passion for Fancy Vanilla Ice Cream Is Creating World-Wide Havoc – Link here

Solving Hard Problems With Simple Ideas – Link here

An Italian Interlude by Hemant Bakshi – Link here – (Hemant bakshi is ex-marketing director of HUL India and currently President Director of PT Unilever Indonesia, his post has nothing to do with stock market and all to do with Life)

Read, Learn, Improve – 9-Dec-17

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Dear All,

please note, I plan to discontinue this blog soon and migrate fully to other domain – http://sagetheanalyst.com/ – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

Bitcoin saga continues – It just got real – Link here

The Most Ridiculous Statement in Finance – Link here

What Happened to Eric Mindich? – After a brilliant beginning, another hedge fund manager is shutting down – Link here

Live and Let Die – Link here

Behind the Murdochs’ Sale Talks: Scale, Price and Family Dynamics – Link here

GE and Siemens: power pioneers flying too far from the sun – Link here

The artificial intelligence ETF is one of the most popular fund launches of 2017 – Link here

Can Time Solve the Issue of High Valuations? – Link here

Beyond All Expectations – When Old Patterns Break and How to Think About Financial Data – Link here

Why are America’s farmers killing themselves in record numbers? – Link here

How Not to Run a Sovereign Wealth Fund – Link here

How To Read Financial News – Link here

Why a social wealth fund is a good idea – Link here

Hidden peril awaits China’s banks as property binge fuels mortgage fraud frenzyLink here

How AI Will Invade Every Corner of Wall StreetLink here

Japan Embraces the Robot Takeover – Link here

ENRON, 10 YEARS AFTER – Link here

The Secrets That Product Packaging Reveals About Retail – Link here

The Hidden Player Spurring a Wave of Cheap Consumer Devices: Amazon – Link here

Universal Basic Income – Link here

BlackRock and Vanguard Are Less Than a Decade Away From Managing $20 Trillion – Link here

98,750,067,000,000 Reasons to Be Worried About 2018 – Link here

Can Time Solve the Issue of High Valuations? – Link here

Read, Learn, Improve – 2-Dec-17

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Impostor Phenomenon: where self-doubt rules and success doesn’t heal – Link here

Measuring Up – How to analyse a life insurance company before investing – Link here

DATA STORY: Energy consumed by bitcoin miners around the world is more than over 150 countries – Link here

How small loans can be made cheaper – Link herestory of how a Microfinance company morphed into loan generating Business Correspondent/Business Facilitator for a bank.

If No One Owns the Moon, Can Anyone Make Money Up There? – Link here

Expert Judgment Or Lack Thereof – Link here

Most ‘innovations’ are mere novelties – Link here

Why you’re never really happy with the things you buy anymore – Link here

The 1% rule – Link here

Why Income Tax officers are zeroing in on Ajay Shah – Link here

No Mercy / No Malice: Full-Throated Capitalist – Link here

What If Autonomous Cars Just Never Happen?Link here

China Transforms the Trucking Business – Link here

How to Manage an Asset Price Mania (Like Bitcoin) – Link here – if you like me have been getting tonnes of queries from -relatives/friends/ all those people- who have no clue about bitcoin except price and hence they want invest, you should share this with them.

Great Products vs. Great Businesses – Link here

Tulip bulbs vs bitcoin: a bubble comparison – Link here

The tragic tale of Krishna Kumari of Mewar – and why it isn’t told as much as Rani Padmini’s – Link here

14 Incredible Inventions That Were Discovered By Accident – Link here

(Video) Watch “What they said in 1999 about Amazon com” on YouTube – Link here

In case you are fan of Avengers, you might want read this analysis of latest trailer – Avengers: Infinity War: breaking down the biggest clues in the movie’s first trailer – Link here ,you might also want read – Secrets of the Marvel UniverseLink here – (insight into corporate strategy of Marvel/Disney Studio).

Read, Learn, Improve – 25-Nov-17

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Dear All,

please note, I plan to discontinue this blog soon and migrate fully to other domain – http://sagetheanalyst.com/ – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

 

Amazon’s Last Mile – Link here

Tulip mania versus bitcoin ideology – Link here

Everything we learned from the Tesla Semi and Roadster event – Link here

The Periodic Table of Endangered Elements – Link here

Google’s Internet Missionaries – Link here – I think teaching how to use internet can create lot of self employment.

The devious art of lying by telling the truthLink here

A Little Knowledge is Dangerous – How to Deal with Overconfidence in Financial Markets – Link here

Politics & Investing Don’t Mix (Presentation) – Link here or Link here

Why Apple’s HomePod Is Three Years Behind Amazon’s Echo – Link here

Never Do That Again – Link here

Rules of Thumb are Worthless – Link here

In Tesla’s Newest Promises Break the Laws of Batteries – Link here

In search of Market Signals in the $450 Million Da Vinci – Link here
This elastic yarn could be the future of power generation – Link here (Thanks JA)

Map: Visualizing Every Ship at Sea in Real-Time – Link here and if you are shareholder of company that manages port, you may want check out – Link here – their paid services piqued my interest, I think one can get traffic data portwise, very helpful for analyst in projections.

39 Things About Life I Wish I Had Known 10 Years Ago – Link here

 

Read, Learn, Improve – 18-Nov-17

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Dear All,

please note, I plan to discontinue this blog soon and migrate fully to other domain – sagetheanalyst.com – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

(Must Read) Keep It Simple: 11 Rules for Equity Valuations – Link here

The Dead Man Fund – How the world’s worst investor fleeced clients who couldn’t complain – Link here

DHL Group – Packstation Success In A Crowded Physical Delivery World – Link here

Tesla Approaches Terminal Decline – Link here

Video: How Indians took to tea after a century of aggressive marketing campaigns – Link here

How to Get Rich Playing Video Games Online – Link here

First Digital Pill Approved to Worries About Biomedical ‘Big Brother’ – Link here

Video – Why The Most Incompetent People Think They’re The Best – Link here

There’s More Farmland in the World Than Was Previously Thought – Link here

‘Market manipulation 101’: ‘Wolf of Wall Street’-style ‘pump and dump’ scams plague cryptocurrency markets – Link here

It Feels A Lot Like 2007 Again: Reflecting On The Previous Peak – Link here

New CEO Tim Buckley: To run Vanguard, ‘you have to be willing not to be a billionaire’Link here

Trump, Brexit and Echoes of World War I – Link here

The seven megatrends that could beat global warming: ‘There is reason for hope’ – Link here

Electric cars’ green image blackens beneath the bonnet – Link here – reality check on how much eco friendly EVs would be. “It’s a race, but it’s a very stupid race. It’s not towards a good solution,” he says. “If you switch from oil to cobalt and lithium, you have not addressed any problem, you have just switched your problem.”

Economics isn’t a bogus science — we just don’t use it correctly – Link here

 

 

Read, Learn, Improve – 11-Nov-17

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Dear All,

please note, I plan to discontinue this blog soon and migrate fully to other domain – sagetheanalyst.com – kindly subscribe to the same at the earliest to continue receiving updates.

Thanks.

(Must Read) Bob Lutz: Kiss the good times goodbye – Bob Lutz is a former vice chairman and head of product development at General Motors. He also held senior executive positions with Ford, Chrysler, BMW and Opel – Link here . Very interesting, some of you may get investment idea for driverless car era.

(Must Read)The Full Reset – Link here

 The EPA has approved the release of weaponized mosquitoes in 20 US statesLink here –This is some next level of genetic modification, talk about designer mosquitoes.

Artificial Intelligence Is Putting Ultrasound On Your Phone – Link here – this can be massive live saver and disruptor for GE/Siemens/J&J and other healthcare equipment manufacturer.

The Freakishly Strong Base – Link here

 There Never Was a Real Tulip Fever – Link here

Aadhaar and the Arnab MonologuesLink here

Revealed: how Nike stays one step ahead of the taxman – Link here

Google sibling Waymo launches fully autonomous ride-hailing service – Link here

How Prince Alwaleed became a billionaireLink here

The Case Of Wilbur Ross’ Phantom $2 BillionLink here

How Many Robots Does It Take to Fill a Grocery Order? – Link here

 ‘I FORGOT MY PIN’: AN EPIC TALE OF LOSING $30,000 IN BITCOIN – Link here

Video: How Christopher Columbus’ journeys to America changed the world’s diet – Link here

Inside ‘DrugsLab’: Why the Netherlands pays these hot young people to get high on YouTube – Link here

 15 questions to ask management –Link here