hogFeast

88 ms·

751.
by hogFeast 7y ago
I agree but painting the whole of macro with the same brush as undergrad is a mistake. Yes, undergrad textbooks are tedious and the content varies between the misleading and wrong (and I definitely agree about learning accounting and how th
752.
by hogFeast 7y ago
Stigum's Money Markets will tell you about the financial system specifically. Something like The Economist's Guide to Financial Markets will give you a good general overview. Some of the recommendations on here are truly awful.
753.
by hogFeast 7y ago
I had a conversation with a "very serious" economist the other day about monetary policy was basically solved, and that the Great Moderation proved that we were totally in control...$1.5trn...govt debt monetized, every time we pul
754.
by hogFeast 7y ago
The music has stopped. The $10bn price is nothing to do with the product, it is just a negotiating tactic meant to the hold up the price. If they are lucky, they will sell for $2bn, and whoever buys them will end up writing down to $100m or
755.
by hogFeast 7y ago
Yes. DTC takes in money, digital advertising prices rise, DTC go out of business, digital advertising prices fall. Obviously, there are other factors but these DTC brands provide a very blunt perspective on whether digital advertising is ef
756.
by hogFeast 7y ago
Canary in the coal mine for digital advertising.
757.
by hogFeast 7y ago
Yep, that is due to order flow from retail investors. They always put their orders in at the open (that is why Mondays can be risky) or at the close. You can see this by looking at the difference between the return on stocks in the first&#x
758.
by hogFeast 7y ago
People telling you to hold off buying are idiots (the majority as always on here). This is what every mug retail investor thinks. They always get hosed down. They are usually the people who were in cash until 2018...because they were waitin
759.
by hogFeast 7y ago
Goodhart's Law - reviews were useful ten years ago, they are utter trash now because they are totally tainted. This is going to reverse horribly on all the "platform" businesses because they are totally conflicted. As ever, w
760.
by hogFeast 7y ago
lul
761.
by hogFeast 7y ago
-4 rep on my original post. It is amazing how consistently wrong people on here are. Made some nice change today.
762.
by hogFeast 7y ago
It is amazing to me that yours appears to be the only question that asks this. But yes, there are problems with this study imo...none of which are really addressed in the paper. Giving someone $100 to quit is kind of an "economist&quot
763.
by hogFeast 7y ago
"in the United States"...LA is the #17 biggest port in the world. The top 3 Chinese ports do something like 10x the volume of LA.
764.
by hogFeast 7y ago
Look at the distribution of equity returns. A melt up would be 3%+ down, and people panicking (we saw panic towards the end of last week). A recovery would be stop falling or gain on the week. I would put the recovery scenario at far better
765.
by hogFeast 7y ago
The top port does something like 4x the volume. Los Angeles is in the top 20 (just #17) but it isn't large. I just told you what the volume is (you can check for yourself, all of this is public information) for other ports. It won&#x27
766.
by hogFeast 7y ago
Los Angeles isn't huge. Arrivals in Shanghai/Shenzen/Ningbo (and to a lesser extent, HK) are definitely down and vessels are staying in port but the world hasn't stopped. Busan is fine, Singapore is fine, Jebel is fine,
767.
by hogFeast 7y ago
We will either melt up tomorrow (which is basically inevitable at some point given historical performance) or we will start recovering. Just based on the data I am seeing, last week was a turning point. If things get worse this week, then w
768.
by hogFeast 7y ago
Their tech activism is not run directly by Singer (who, btw, is pretty liberal). He is the face of Elliot but he isn't personally responsible for every decision they make (that would require super-human levels of work).
769.
by hogFeast 7y ago
Nope. It is 11 of the Premier League so just over half. Football and betting is totally symbiotic. Betting is the reason the Premier League is the world's league. You can watch and bet on it everywhere. More money is bet on the EPL in
770.
by hogFeast 7y ago
Yep, I think people who say they think it is boring really don't understand what these sports are about. Two examples are golf and cricket. Both take days so the action clearly isn't important. If you go live, it is about the day
771.
by hogFeast 7y ago
Right, and what were 4OD's views? From what I remember, far fewer people used IPlayer until they moved to 30-day...which was 2014-ish. And your timeline isn't correct, as said I remember using it in 2007 which was before IPlayer l
772.
by hogFeast 7y ago
Haha, you really don't get this. I have already paid the licence fee, you have already the developed the program...you are just charging me a third time for it. The BBC Trust isn't (wasn't) "management". I class as
773.
by hogFeast 7y ago
So let me get this straight: I pay money to you to develop a TV program, you sell that TV program to Netflix and make money, and then you tax me purchasing the product. So instead of being content with fleecing me once, you want to fleece m
774.
by hogFeast 7y ago
They didn't have a lead. Channel 4 was first by a considerable margin. I remember using 4OD back in 2006/07, it was great. Iirc, IPlayer existed but it was very limited in what it showed. It took them years to move off a 7-day win
775.
by hogFeast 7y ago
Yes, if you don't buy their product you can end up in jail...they are very well-funded.
776.
by hogFeast 7y ago
It is amazing to watch this story get rewritten in the media by the BBC lobbyists. Kangaroo was never a standalone streaming service. All the parties had streaming services already. BBC were the only ones who planned to offer current conten
777.
by hogFeast 7y ago
Oh boy, bad time to being saying this. All of the Americans on here have been hearing that Sweden is just better...it is so easy, "free" healthcare, "free" everything...build a wall, make Goldman Sachs pay for it. The re
778.
by hogFeast 7y ago
That is true. It occurred to me after that I had seen that in consultancies...that works, it is possible to do this sustainably and with less churn.
779.
by hogFeast 7y ago
Yes...and DK has the most job flexibility in the world.
780.
by hogFeast 7y ago
Yep, I think that the guy who you replied didn't work out that it was a joke. I am not really sure how anyone who has spent time in the real world thinks that tests are effective. Look at Korea. They torture their kids, and are they sm

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