Author Archive

Readings: Combines, Famine, Kindles, Terrorism, Iowa, etc.

2010/08/25
By pk
Readings: Combines, Famine, Kindles, Terrorism, Iowa, etc.

Save it for the combine (Source) The coming food famine, a book excerpt (Source) New Kindle gets semi-rave (Source) Two arrested in Ottawa terrorism probe (Source) Big changes in 2010 Iowa electronic Congressional market (Source) ...
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The Trouble with Debt-to-GDP Ratios

2010/08/25
By pk
The Trouble with Debt-to-GDP Ratios

From a Morgan Stanley report, summarized on Bloomberg, on the trouble with debt-to-GDP ratios, and the likelihood of sovereign default. Mares said debt as a percentage of gross domestic product is a false indicator of an economy’s health given it...
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[Updated] Cali ISO Watch

2010/08/25
By pk
[Updated] Cali ISO Watch

Should be fun watching Cal ISO demand matching today given heat wave in California:   Cal ISO just played a neat trick. It changed the baseline, bringing current demand under forecast, as you see above. Here is what the graph look lik...
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Pace of Housing Price Cuts Accelerates in SoCal

2010/08/25
By pk
Pace of Housing Price Cuts Accelerates in SoCal

Not that anyone really should be surprised by this, but I note (via Trulia) that the pace of housing price cuts in southern California has accelerated dramatically in the last week. Check the volume of homes (new/resale only) seeing price cuts in San D...
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Readings: Drought, Commuters, Resources, China, Google Finance, Canada, etc.

2010/08/24
By pk
Readings: Drought, Commuters, Resources, China, Google Finance, Canada, etc.

An epidemiological view of worldwide spreading of economic crisis (Source) Global Commuter Pain Study Reveals Traffic Crisis in Key International Cities (Source) Mapping entrepreneurial density around U.S. (Source) How Mobile Devices Cou...
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Do-Gooders are Splitters

2010/08/23
By pk
Do-Gooders are Splitters

REG: Listen. If you really wanted to join the P.F.J., you'd have to really hate the Romans. BRIAN: I do! REG: Oh, yeah? How much? BRIAN: A lot! REG: Right. You're in....
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[T] Readings: Vancouver Real Estate, Mobility, Me, California Dollars, and Nadal

2010/08/23
By pk
[T] Readings: Vancouver Real Estate, Mobility, Me, California Dollars, and Nadal

The effect on innovation of high real estate prices in Vancouver (Source) Vancouver real estate speculators, immigrants and crooks: Are they just scapegoats? (Source) The Mobility Myth (Source) City Thinking is Stuck in the 90s (Source) ...
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[T] Top 10 VCs of 2009/2010 By Deals Done

2010/08/23
By pk
[T] Top 10 VCs of 2009/2010 By Deals Done

From CB Insights, the top 10 VCs of 2009/2010 in terms of number of deals done: More here.
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Cars? Yeah, I Remember Those

2010/08/23
By pk
Cars? Yeah, I Remember Those

Bill at CR has the latest rolling (no pun intended) vehicle miles data for the U.S. While v-ms are headed back up, we're below peak. Apparently Americans are still unsure about those whole "car" thingies.
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[T] The Trouble with "FY" Money: You Don’t Know What It Really Is

2010/08/23
By pk
[T] The Trouble with "FY" Money: You Don’t Know What It Really Is

Most people trying to come up with "fuck you" money don't do the maths very well. They think they need less, can get higher rates, and won't need to account for inflation. They're wrong, wrong, and wrong. Lots more here, including a handy-d...
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