corford

9 ms·

91.
by corford 2y ago
Passive flows vis ETFs have hugely distorted the S&P. Mike Green has been sounding the alarm about this for quite some time ( https://x.com/profplum99 , https://www.yesigiveafig.com/ ).
92.
by corford 2y ago
I swapped to Shark and haven't looked back. Current one takes an absolute beating (masses of dog hair, kids mess, countryside dirt walked into the house etc. etc.) and still performs perfectly after 3+ years of almost daily (ab-)use
93.
by corford 2y ago
Read the report? High level: removing policy & procurement fragmentation, boosting standardisation, completing the single market, creating a capital markets union, pruning back regulation and introducing euro bonds
94.
by corford 2y ago
Agree. The trio of Okta + Bitwarden + AWS Secrets Manager covers most bases and has served us well. The SSO tax is real though, especially if you're a < 50 person entity and don't need everything else that normally comes with &
95.
by corford 2y ago
Convoluted but works for me: IMAP via Thunderbird then exporting the contents locally
96.
by corford 2y ago
Not sure about stateside but can confirm in Europe the competition law regulators are very hot on this - SaaS platforms being used (willingly or unwittingly) as hub & spoke cartels
97.
Scaling will never get us to AGI(garymarcus.substack.com)
20 points by corford 3y ago|31 comments
98.
by corford 3y ago
I think the main argument they are making is that affordability is less a demand/supply issue and more a tax policy issue. Implication being: if you cap rental income, you'll see a fall in private landlords but not necessarily les
99.
by corford 3y ago
Not everyone agrees there's a shortage: https://www.theguardian.com/lifeandstyle/2024/mar/19/end-of-... A few choice paras (if people don't read the full article): "The forthcoming general
100.
by corford 3y ago
Gary Stevenson agrees with your assumption. If you haven't already, you should check out some of his work and recent book on this. TL;dr: your cynical take is correct.
101.
by corford 3y ago
In a similar vein, Gary Stevenson (UK economist & trader) also does an excellent job of confirming (and explaining) this. He has a new book out, the Trading Game that's well worth a read (excerpt here: https://nymag.com&
102.
by corford 3y ago
Someone should familiarise the local residents with Gary Stevenson's work: https://youtube.com/@garyseconomics ( https://twitter.com/garyseconomics )
103.
by corford 3y ago
Now liquidated it seems: https://find-and-update.company-information.service.gov.uk/s...
104.
Adding precision to the debate on openness in AI(aisnakeoil.com)
1 points by corford 3y ago|0 comments
105.
by corford 3y ago
Thanks! I think it's this one if anyone else is interested: https://www.technologyreview.com/2023/06/23/1074321/chip-pat...
106.
by corford 3y ago
Holy shit. How have I not seen this chan before. Thanks!
107.
by corford 3y ago
Thanks! Just ordered the book, hopefully will get it in time for the weekend
108.
by corford 3y ago
Will watch. Thanks!
109.
by corford 3y ago
I would love to know more about the inside history and origin story of ASML. Does anyone know of any good podcasts or blogs/interviews covering some of this?
110.
by corford 3y ago
https://www.grumpy-economist.com/p/fiscal-narratives-for-us-... https://www.johnhcochrane.com/s/inflation_PPP.pdf
111.
by corford 3y ago
If we're talking chips, ARM is also quite noteworthy... FinTech is pretty awesome in Europe too: Wise, Revolut, Klarna, Adyen are all unicorns/decacorns.
112.
by corford 3y ago
Yeah, it's a great comment. Since then things like Temporal have sprung up to try and address this state machine complexity of "accidental decoupling"
113.
by corford 3y ago
The Powersharing Series is a great first-person resource for the 1980s PC era: https://www.thepowersharingseries.com/
114.
by corford 3y ago
I think that's the point, isn't it? That we're in danger of losing a lot of important history & context that underpinned the "macro"
115.
by corford 3y ago
I read it more as "losing knowledge of why things are the way they are today" i.e. the earlier technical context & nuance that caused things to evolve in the way they have. Nice example from a link in this thread is a Dr. Mill
116.
by corford 3y ago
https://ntpsec.org/accomplishments.html is a good read for some fun insight in to what it takes to modernise a 1990s pre-git codebase and build chain.
117.
by corford 3y ago
https://www.termsfeed.com/ is handy for TOS, T&C, Privacy Policies etc. For UK orientated legalese, https://simply-docs.co.uk/ is quite useful for certain things.
118.
by corford 3y ago
Is it not the case that, knowingly or not, people actually implicitly trust government when they say they trust businesses? i.e. they are able to trust businesses because the businesses themselves operate within a well regulated and legally
119.
by corford 3y ago
For others new to WebAuthn and Passkeys (like me), worth noting that Passkeys come with important privacy/ease-of-use trade-offs (nice summary here: https://blog.passwordless.id/webauthn-vs-passkeys ) Less of an issue t
120.
by corford 3y ago
That it was inevitable?

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