April 16, 2011

Sites we are reading

Time to review the investing blogroll, 2010.

24/7 Wall St.

A Dash of Insight /Jeff Miller

Abnormal Returns
Berkshire Hathaway Annual Letters
Crossing Wall Street
Information Arbitrage
Jeff Saut
Random Roger
Take A Report
The Big Picture

The Kirk Report / Charles E. Kirk / 12 steps to GTD
Trader Mike
Wall Street Window
World Beta

August 19, 2009

information is beautiful

informationisbeautiful, informative charts convey information.



Every April and November the issue flares up. Why?

April 20th is the anniversary of the Columbine Massacre. Though dimishing, the echoes of that event still reverberate through the group mind.

Not sure about the November peak? Maybe because Christmas video games are announced?

Continue reading "information is beautiful" »

April 5, 2009

Bruce Sterling / Beyond Beyond @ WiReD

Bruce Sterling / Beyond Beyond WiReD catches news you missed. Example.

March 28, 2009

Charles M Blow / By The Numbers

Charles Blow at the NY Times is our latest worthy blogroll.

February 4, 2009

Austrian Economists

austrianeconomists considers various matters

Example: on failure:

When Dave Prychitko and I were students of Kenneth Boulding, Mr. Boulding told us both once that if economists really wanted to learn we would study the waste baskets of our peers not what gets published in the journals. Like most "bouldingisms", his statement while odd upon first hearing is actually profoundly true once you think abit about what he is getting at. We learn much more from our failures than we learn from our successes if we open ourselves on the lesson to be learned.

Contrast 37 Signals's Signal vs Noise SvN's take:

I don't understand the cultural fascination with failure being the source of great lessons to be learned. What did you learn? You learned what didn't work. Now you won't make the same mistake twice, but you're just as likely to make a different mistake next time. You might know what won't work, but you still don't know what will work. That's not much of a lesson.

January 1, 2009

The Real Deal

therealdeal vs The Real Deal.
New York real estate action.

September 1, 2008

Shadow Stats: More on Government Economic Statistics

Shadow Government Statistics promises 'Analysis Behind and Beyond Government Economic Reporting': shadowstats.

August 12, 2008

FT Alphaville

FinancialTimes' ftalphaville. Instant trends, market moves, as seen from the City outside the USA.

August 4, 2008

Housing Wire

Housingwire is a lively news source for the mortgage and residential real estate industries.

July 27, 2008

Urban Digs:economics of NYC real estate

urbandigs tracks real estate in NY -- more aimed at investors than at consumers.

Update 2010 Nov.:

blog compares Midtown East with Midtown West.

See also time series charts: Noah Rosenblatt of UrbanDigs has created a unique realtime tool for tracking Manhattan RE.


[ via BigPicture. ]

July 8, 2008

Mortgage Lender Implode-O-Meter tallies failed lenders

The Implode-O-Meter is the brainchild of Aaron Krowne, a former researcher
at Emory University in Atlanta. A computer scientist and mathematician,
Mr. Krowne, 28, started the site in 2007, believing that the troubles in the
housing market, and by extension the mortgage industry, would worsen.

He was right -- and the Implode-O-Meter took off. Traffic on the site soared,
reaching as many as 100,000 regular visitors, and advertising dollars rolled in.
Mr. Krowne quit his day job and hired 10 people for his company, Implode-Explode Heavy Industries.

"The crisis has come in waves," Mr. Krowne said. "It just keeps coming."

Business: Loan Pains Turned Site Into a Hit
Published: July 8, 2008
The Mortgage Lender Implode-O-Meter, a Web site, is gleefully tallying the
number of lenders that run into trouble.

June 16, 2008

What do you want out of law school ?

What do you want out of law school ? Lawyers !
When do we want them ? Now !

A more refective take on the attorney factory.
[Via lawandletters]

September 23, 2007

Several comments have criticized Krugman

Several comments have criticized Krugman for shifting his position,
but I think what has shifted is the second part. He still knows all the
models, and the models he prefers still work as well as ever. But as
for guessing which applies right now in the face of insufficient
information, all he can do is place a wager. It might be better than
most non-economists can do, but it might not be that much better,
and it might be worse than some people can do out of just happening
to have the right kind of intuition for the current situation--or simply
holding doggedly to the same single bullet theory until it finally

From Krugman Was An Economist

Update 2007 Sept: What's not to like about Paul Krugman.

September 19, 2007


unfogged, guilty pleasure group blog. Example musing and pointer
(The main problem with modeling is that any complex model
encapsulates dozens or hundreds of the modelers’ assumptions,
none of which are necessarily wrong, but many of which could
be interpreted differently by reasonable people at the next
) and erudite salaciousness in a quest for comity.

July 7, 2007

Digital Money Forum

Digital Money Forum keeps on top of electronic payments.
Example: ATM anniversary.

June 22, 2007

Wall Street Oasis (was IBanking Oasis)

Update 2009 July: Now known as Wall Street Oasis.

ibankingoasis hobnobs with the junior monkeys of investment banking.
Example: their life in NY.

June 18, 2007

Gary Weiss

Gary Weiss' Investment muckracking.
Example: Ticks in naked shorts.

June 16, 2007

Bank Tech News

banktechnews about payment, transactions and settlements.
Blocking ACH Fraud and debit filters

Continue reading "Bank Tech News" »

June 14, 2007

Payments News

paymentsnews, example of mobile-phone based transactions.
Excellent design.

June 2, 2007

Autoblog relaunch

Autolog has cleaned up its design, and keeps posting
about twice an hour.

Notable: Relaunch and companion Autoblog Green lusts after
the new MINI Cooper D.

Previously: Autoblog enjoyed the MINI back in 2004, too.

Continue reading "Autoblog relaunch" »

May 25, 2007

Naked Shorts / Greg Newton

Credit Derivatives: Where’s the Risk ?

CDO implosion coming, by nakedshorts.

May 1, 2007 web evangelism webtastic web evangelism by metafilter guy

April 1, 2007

Mortgage Who's who: Bob Tedeschi on mortgages at NYT

Bob Tedeschi takes a NY-centric look at mortgages.


March 18, 2007

Julian Sanchez

Reasonable JulianSanchez notes the prophecy of Max Headroom,

Continue reading "Julian Sanchez" »

March 5, 2007


Fast Lane Daily portal of driving and automotive blogs.

January 25, 2007

Division of Labour / group econ blog

Division of Labour econ blog finds Milton Friedman week,
with market conservative leanings.

January 15, 2007

All About Alpha

AllAboutAlpha, example:
value premium, value pricing.

return = alpha + beta * (market return)

January 10, 2007

FX UDS EU by Bond Dad

FX: US$ vs Euro, US$ collapsed 2002-2005.
Noted by Bond Dad.

December 17, 2006

Housing markets at Seeking Alpha

Housing markets at Seeking Alpha.

December 7, 2006

informationarbitrage / Roger Ehrenberg

Information Arbitrage / Roger Ehrenberg

Examples: Why make content that others monetize ?
The socialist realm of user-generated content.
Wall Street Compensation: A Flexible Model for a Changing World.

October 2, 2006

All about Alpha

allaboutalpha, another investment and finance strategy journal
where Alpha Male opines about portabe alpha.

September 28, 2006

Michael Covel

Michael Covel, turtle investor.
Watch out for scams.

September 27, 2006

Financial Rounds

financialrounds, an east coast finance

Example: Scams.

August 12, 2006


Carnival of real estate
Best of Real Estate this week.

Continue reading "Carnivalofrealestate" »

August 5, 2006


Mortgage Bankers have an association; news on refinancing, prepayment,
orginations, servicing, delinquency, foreclosures, MBS, ABS, securitization.

More like this: mortgage.

July 22, 2006

Random Rodger / Rodger Nusbaum

Random Rodger Nusbaum investment strategy.

Example: Get some exposure to foreign ETFs.

July 2, 2006

Andy Kessler

Andy Kessler telcom investing.
Skype (SkypeOut), Vonage E.g.s, Philly WiFi battles Verizon
and Silicon Valley history.

Also in the NYT.

June 26, 2006

NY Real Estate maps: Shark Bites

Curbed and Property Shark team for NY Property Map theme of the week at Shark Bites.

June 25, 2006

Capital Spectator

Capital Spectator on money, interest rates, and hedging the economy:
Examples: TIPS (inflation-indexed Treasury,10-year TIPS), market
watching fed funds

June 24, 2006

Ticker Sense

Tickersense monitors the stock market and trendspots:
first day of the month, GoogleTrends.

Continue reading "Ticker Sense" »

June 21, 2006

sf metblogs

sf.metblogs, the thinking man's sFist.

Example: film fest.

June 19, 2006

Not Making this Up / Jeff Mathews

Jeff Mathews is not Making this up: Example:
criminal defence in the name of Jesus.

Continue reading "Not Making this Up / Jeff Mathews " »

June 17, 2006

Law and tax: options dating

Chicago Law faculty finds a link between executive compensation,
performance, governance and tax law.

The purported goal of section 162(m) of the IRC (the provision
that limits deductibility) was to reduce total amounts of
executive compensation.

The problem cases involve the managers deceiving the board,
not the company deceiving the government.

Continue reading "Law and tax: options dating" »

June 11, 2006

Curbed: New York Real Estate / Lockhart Steele

Deflate real-estate hype. Update twice per shift. Former magazine
editor Lockhart Steele mocks overpriced condo listings and the
language brokers use to pump up and pimp out properties.

PriceChopper highlights grossly overpriced apartments and
takes credit when the asking price drops.

BubbleWatch links to optimistic market forecasts. Curbed's major
feature drawback is its New York-centric coverage and its
obsession with celebrity and luxury properties. Occasional
ganders at Los Angeles and Boston.

June 6, 2006

Bankers' Ball

Bankers' Ball, banking life, with CFA follies.

May 31, 2006

Valley Wag

ValleyWag trots around Silicon Valley: example.

May 19, 2006

Trader Feed, Trader Psychology

Trader Feed opines on trading strategy and psychology.
By author of Psychology of Trading (Wiley, 2003) using
historical patterns in markets, Brett Steenbarger.
EX: feeling momentum.

May 18, 2006

Random Roger investing

Random Roger invests his portfolio,
and explains how, in the WSJ.

May 16, 2006

The Quant / Richard Booth

THE QUANT by Richard Booth: about the intersections of law, business, finance,
economics, and statistics. A law Professor.

May 14, 2006

Matrix @ Miller Samuel

Home buying reasons vary by generation and that open
houses are now on iPod video.
-- Matrix at Miller Samuel.

April 26, 2006

xplane Visual thinking

Visual thinking and marketing by Xplane.

Charmingly illustrated technology and business process graphics
remind me of Richard Scary's Busyown.

April 24, 2006


Subtraction by NYT designerism and ia by Khoi Vinh.

April 23, 2006

Wall Street Folly

Wall Street Folly: clipping service for the aspiring beta banker.

April 17, 2006

Bull Moose / Marshall Wittman

Bull Moose aka Marshall Wittman is a fair handed Democrat.

April 16, 2006

The Deal

Corporate merger, acquisitions, and take-overs: The Deal offers a
NY-centric view. See also Deal Breaker and Deal Book.

April 12, 2006

Club for Growth

Club for Growth is pro growth and proud of it.

April 9, 2006

Greg Mankiw

Greg Mankiw opines economically, mostly on current events, for
the benefit of his undergraduate Economics class.

April 8, 2006

Under the Counter

Under the Counter tracks who's who in investing.

March 19, 2006

Obvious or Trivial Except ... / Tim Worstall

Tim Worstall's Obvious or Trivial Except ... examines the
political economy of Paul Krugman.

March 18, 2006

stumbling and mumbling / Chris Dillow : winner's curse

Stumbling and mumbling econoblog looks at a winner's curse
-- how to over bid in an auction.
And opposes Managerialism.

February 7, 2006

genx40 / Alan McLeod

Generation X at 40 attracts civil thoughtful comments.
How Canadian.

Highlights: Friday chat.

Down with pervasive remote-sensing automated computerized
biometric surveillance - Up With Hats !

December 21, 2005

Evan Williams / EvHead Odeo

Evan Williams, blogging and podcast (Odeo) pioneer.

November 28, 2005


Catallarchy -- praxiology for the masses: example.

November 9, 2005

Real estate sentiment at Miller Samuel Soapbox

Real estate sentiment and appraisal of the New York market at
Miller Samuel's Soapbox. [*]
2005 Dec: Promoted to blogroll2.

October 26, 2005

Dave Cross, data munger

Dave Cross, London based perl guy, has long been in my pingoshere.

Picks up on techs trends, not ASAP, but as they start crossing the
chasm. And summarizes them.
Also a fierce advocate for good customer service, with
emphasis on forthcoming non-deceitfulness over pampering.
And lefty local pantser.

Update 2006 Mar 01: Now on OnLamp.

Continue reading "Dave Cross, data munger" »

October 20, 2005

Daily Howler

Daily Howler chronicles the errors and omissions of beat reporters.
It should run as as series of footnotes below the broad pages of
the main stream media, as law review footnotes run below the
simplified article text, or better, as mash up with a Joel, Tom,
and Crow providing counter-commentary below the official

Example: Chief Justice Robert's proletarian roots vs Vice-President
Gore's agrarian roots.

October 10, 2005

infoproc / Stephen (Steve) Hsu

Infoproc (Steve) is a physicist interested in economic inference.

Example: exporting risk, Redmond visit.

October 9, 2005

Voluntary Exchange

Voluntary Exchange is a small econ and public policy blog.

October 2, 2005

Bankstocks / Tom Brown

Bankstocks' daily and occasional news on banking, and investing
in banks (with Matt Stichnoth).

Good fresh content plagued by broken JavaScript.

September 29, 2005

Blame Dick, but not for Indentity

ex-Hip, ex Active Perl guy Dick Hartd now chases marrying privacy
and convenience in a single sign on.

And he appreciates fine cars, travel, and wine.
An excellent presentation at O'Reilly's Open Source 2005.

September 27, 2005

Beldar Law Review

Beldar's legal review.

On Dahlia Lithwick.

On Eliot Spitzer:
Whose job, as he views it, is to use the power of the State of New
York to enforce not "the law per se," but ... well, whatever he
damn well pleases whatever he thinks will get him elected to his next
office whatever his keen insight perceives as being
within that broader, unwritten social compact. (Or maybe its
penumbras and eminations.)

September 17, 2005

political theory

politicaltheory offers a potpourri of headlines, from MSM, and think magazines.
Minimalist design.

September 11, 2005

Roubini Global Economics

Roubini Global Economics Monitor:

Hedge funds: Measuring hedge funds' risk

September 7, 2005

Daniel Gross

Daniel Gross, economic commentator, is consumer-centric
and a left-leaning fact checker

August 18, 2005

Property Grunt ++

Property Grunt is NY-centric and offers charming vignettes
with commentary. Hereby boosted from blogroll 4 to blogroll 2.

August 16, 2005

Buzz Machine / Jeff Jarvis

Buzz Machine: The wisdom of _People_ and _TV Guide_, combined.

Examples: 1, 2.

August 15, 2005

Financial Rounds: Academics argue gently

Financial Rounds on how to argue gently *.

See also Suzette Haden Elgin ...

FR visits the FMA and finds another golden oldie: NotN.

Continue reading "Financial Rounds: Academics argue gently" »

August 13, 2005


How I Learned to Love Economics (New Economist)

NewEconomist, sample:

Going on the job market got rid of my self-esteem problem.
There's nothing like explaining why your work is important to a
new captive audience every 30 minutes to make you believe that your
work really is interesting and important.

At some point it dawned on me, I really did want to be a professor.
I can work hours and hours without stopping, so long as I get to
sleep in the next morning. (If only I felt that way about exercise.)
I like being able to choose my own short-term deadlines. I like doing
research. I have important questions to answer and I enjoy the freedom
to work on them.

The process of completing my dissertation has made it much easier
both to come up with new research topics and to figure out, ahead of
time, which projects might be viable. I know which subfields in my
area are understudied. I know what data sets have or don't have the
information I would need to answer those questions. Literature reviews
for new projects bring up questions that beget future work. I have an

August 12, 2005

Matthew Yglesias

Washington DC -centric well written worldly views at
typepad: example; and at tpmcafe: example.

July 3, 2005

Economics Roundtable

Economics Roundtable aggregates interest rates, markets and other
economics topics.

June 21, 2005

Tom Peters

The excellent Tom Peters offers pithy business advice for the post-modern
economy. Well organized site.

June 9, 2005

Charlene Li / Forrester

Forrester's Charlene Li (the short, Asian woman carrying a large red tote bag)
tracks technology growth and deployment strategy and trends.
Often cited for her opinions on Google.

May 22, 2005

dan bricklin

Dan Bricklin: a graybeard of personal computing annotates
conferences and ponders Open Source.

May 20, 2005

Ask Bjoern Hansen

Ask Bjoern Hansen and his notes.

Perl coverage and recent detailed reviews of Mac OS Tiger qualifies
him for my alpha geek blogroll.

May 17, 2005


Inmann, mortgage blogger, is barkerishly spammy.

Useful listing of mortgage headlines; links are to pay-per-view versions
of what can was distributed by wire services.

May 7, 2005

google personal seach history

Google Blog-o-scoped reviews Google's new search history retention
and recall.

May 6, 2005

Ben Hammersley

Ben Hammersley, web-centric technology coverage, presentented with
excellent minimalist page layout.

">Archives, Twitter.

May 4, 2005

Jon Udell

Jon Udell offers pragmatic computer technology reviews with
can-do examples. A favourite writer since Byte magazine.
At O'Reilly, InforWorld index.

Example recorded actual product demos like this Oxygen XML
editor kill vapourware angst of Dan Bricklin's slideshows.

April 28, 2005

Urban Review STL

Excelent Urban Review STL architrectural review of Saint Louis, MO
housing and commercial real estate.

April 8, 2005

Economist's View / Mark Thoma

Economistsview offers leftist hardcore partisan commentary, often Oregon-centric, posing as economic analysis. (archives).

Update 2006 May: value added.
Update 2005 October: Offers pointers to academic papers and Fed speeches.

Update 2010 Jan:
at CBS MoneyWatch. They named it named Maximum Utility 1,

April 1, 2005

Busy Busy Busy

busybusybusy is a great leftish summary the
day's talking heads' punditry.

January 17, 2005

Daou Report

Daou Report ia blog portal with refreshed ledes.
Mostly political; page layout shows left is left and right is right.

January 10, 2005

In the Agora

In the Agora is a nice name for an Indianapolis-centric current
events blog by Zach Wendling and Paul Musgrave.

Recent controversies: Daylight Savings time.

December 29, 2004

Harris Yong

Harris Yong's (snow driving) and car and tire reviews.
Pics index, and Dragon drive review, and cupholder movie.

December 10, 2004

Political Animal / Kevin Drum

Kevin Drum is Political Animal, the in-house blogger of
The Washington Monthly and something of a clearinghouse
for smart liberals.

Update Dec 2008: Moved to Mother Jones. as Kevin Drum.

December 8, 2004

The sports economist / Skip Sauer

The sports economist by Skip Sauer covers stadium economics,
player-league bargaining, and more.

November 22, 2004

Tim Blair / Spleenville

Tim Blair / Spleenville, lively and colourfull blogger from Australia has a new blog.

Continue reading "Tim Blair / Spleenville" »

November 18, 2004

The Left Coaster

The Left Coaster. A liberal blog
with more thinking than linking.

November 3, 2004


Gothamist is Jan Chung's upbeat, conformist blog about
how to spend small sums of money in Manhattan.
Shop ! Eat ! Drink ! Blog ! Photoblog!

Like a Sears catalogue for the Sex and the City folk.

October 22, 2004

Atrios Eschaton / Duncan Black

Atrios Eschaton, aka Duncan Black's late breaking partisan
democrat news and spite, punctuated by occasional thoughtful commentary
about Ricardian equivalence. ('Eschatology' is a long word
for end game.)

Update 2008 August:twittering


On ABC's The Note:

I've been reading the Note since the middle of the 2004
presidential campaign, and I must say it's one of the funniest
things I've ever encountered. It's the perfect parody of the
insular, snobbish, in-crowd mindset of Washington journalism.

You've captured everything: the craven subservience to power,
the swooning over empty Republican chest-beating, the total
ignorance of issues that matter to non-millionaires, the snide
sidelong shots at people who understand those issues, and -
particularly when you talk about Howard Dean - the pissiness of
people who believe themselves elite and can't quite understand
why nobody else is listening to their pearls of wisdom.

It's like a transcript of a cocktail party attended exclusively
by ultra-rich child molesters and whores. Congratulations on
the brilliant work, and remember the words of satirist Michael
O'Donoghue: "Making people laugh is the lowest form of comedy."

More like this: Archives.

Atrios' bookshelf. shows some economics.
Unaffiliated with Immanentize the eschaton.

Continue reading "Atrios Eschaton / Duncan Black" »

October 15, 2004

cat slashdot | grep alterslash

alterslash is the thinking man's Slashdot dump.

October 14, 2004

Chicago Boyz

Chicago Boyz examine the data on Iraqi war losses.

October 3, 2004

MyDD :: Due Diligence of Politics / Chris Bowers

MyDD :: Due Diligence of Politics -- Chris Bowers.