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Paul Kedrosky’s Infectious Greed

S&P 500 Forecasts vs Results

Good graphic from JP Morgan’s Cembalest’s latest report, showing the tenuous relationship between consensus S&P 500 forecasts ex ante, and subsequent ex post S&P results. Huge prize to anyone who can come up with one. A relationship, that is. [-]

Twitter Digest: 2012-01-10

Serious private jet fest here at private jet parking end of Las Vegas's McCarron airport. Conspicuous CES consumption. -> Photo set: America at work, from dot-coms to day labor – http://t.co/igssrtgL -> Bryan Burrough in Vanity Fair on "Jon Corzine's Reckless Gamble" http://t.co/Hsr77CWR -> New @wnycradiolab! Cruelty, violence, badness…our new episode "The Bad Show" is...

Twitter Digest: 2012-01-08

TAL: Mr Daisey and the Apple factory http://t.co/4OsfJyDT -> Dr. Heinz Doofenshmirtz: If I had a nickel for every time I've been doomed by a puppet, I would have two nickels. -> Identifying the greatest ever team and captain – A complex network approach to cricket matches http://t.co/PdgiuNoV -> "It's very likely that this has...

Top 5 Apps: Android vs IOS

From a Citi report today, the top five apps on Android vs IOS. Some similarities, but striking differences. [-] Android Android Market Gmail Google Search Facebook Google Maps IOS Facebook YouTube Google Maps Stocks Game Center

Top 5 Apps: Android vs IOS

From a Citi report today, the top five apps on Android vs IOS. Some similarities, but striking differences. [-] Android Android Market Gmail Google Search Facebook Google Maps IOS Facebook YouTube Google Maps Stocks Game Center

Twitter Digest: 2012-01-05

Whoa, The Cambridge Companion to Miracles. Surprised Rough Guide never did one. http://t.co/RWHQTkaN -> I'd only play drunk, but I'm reasonably sure I could clean house at Business Insider Headline? Can spot 'em in three words every time. -> Damnable 1%-ers: Top 1% of Mobile Users Use Half of World’s Wireless Bandwidth http://t.co/rxgUT9sL -> Records...

Airline Safety Soars

According to new data, 2011 was the safest year in global commercial aviation history. Granted this had more to do with emerging markets than with the largest and oldest ones, but still noteworthy. /via Economist

The Ski Resort Death Watch

Sad to see but inevitable: ski resorts in the normally snowy U.S. west close, partially close, or run unsustainable gambits to coax skiers to scrape across rocks and ice. Mt Ashland, Oregon, closes (Source) Lake Tahoe’s Homewood resort closes mi...

Twitter Digest: 2012-01-05

Bernie Taupin: What I've learned – http://t.co/IermnKnx # Seems optimistic, but … Top pro athletes thank God or their moms out of selectivity, not stupidity – http://t.co/yKTfzTvC # Number of Times the New Yahoo Boss Said He or She Was “Excited”: Bartz: One / Thompson: Four – http://t.co/TCW3ZJ5M # Yesterday I was in -21C temps;...

The Rise and Fall of Tech Sector Expectations

How the mighty tech sector has risen, and fallen. This from JP Morgan’s latest report from CIO Michael Cembalest:

Insane Risks Motor race – Isle of Man TT

Insane Risks Motor race – Isle of Man TT – YouTube.

Black Hole Travel, etc.

Back from nearly a month of travel, so, a travel note: … those who part with $2,285 a night to stay in a cliff-top room at the Post Ranch Inn in Big Sur pay partly for the privilege of not having a TV in their rooms; the future of travel, I’m reliably told, lies in...