Capitalogix

Another Thing I Used To Be Good At

Time Flies!!

I was at a family event in California this weekend.  There is a whole new generation (or two) behind me, which means a bunch of new grey hair in mine.

As I tried to relive my youth on the dance floor,  I noticed that I'm not as good at some stuff as I used to be.

Here, the hula hoop was clearly defective.  

Crazy how that works (or doesn't anymore)  ... I used to be able to do the splits as well.

Time doesn't stop and the new generation is coming for you ... kind of sucks.  But it clearly beats the alternative.

The question is how you choose to stay relevant?

Here Are Some Links For Your Weekend Reading - October 28th, 2016

Caution objects are sometimes creepier than they initially appear.

 

 

 

Here are some of the posts that caught my eye. Hope you find something interesting.

 

Lighter Links:

• What Obama’s Tech Startup Has to Teach about Adaptability. (FirstRound)
• The Unpleasant Truth about Chinese Espionage. (Observer)
• 60 Inspiring Quotes to Keep You Going on the Road to Success. (Inc.)
• Stephen Hawking Says Most of Our History is "The History of Stupidity". (SA)
• Donald Trump: 'I Will Totally Accept' Election Results 'If I Win'. (CNN)

  

Trading Links:

• Chart: the Robo-Advisor Arms Race. (VisualCapitalist)
• AI-Powered Robo Adviser Takes Aim at the Richest Clients. (QuantNews)
• Russian Hackers Could Fake Evidence of Electoral Fraud, Warn U.S. Officials. (Time)
• Microsoft’s Cloud Results Just Blew Its Stock Price through the Roof. (Flipboard)
• Why Japanese Telecom Giant SoftBank Could Buy Twitter. (Forbes)

Clown Hysteria: 2016 in a Nutshell

This summer, South Carolinians started seeing menacing clowns in the woods.

As a response to clown hysteria,Target pulled clown masks from shelves , McDonalds scaled down use of Ronald McDonald, and people everywhere have been in a fervor.

Not everyone has been affected negatively though ... Surprisingly (to me), Pornhub has seen a massive increase in clown related searches. 

 

via TNW

There you have it ... hard data.

2016 continues to surprise ... Celebrities dying, phones exploding, the election, and this.

It will be interesting to see how 2016 ends, and what the future brings.

The world changes, but human nature remains relatively constant.

 

 

The Current State of Data Science via Venn Diagrams

Thought this was clever.  It shows how different capabilities combine to form specialties.

 

 via Drew Conway. 

The second diagram adds one element (and some descriptive 'color') to the combinations.

 

 via Joel Grus.

I think this helps explain a lot. 

Are You Using 2-Factor Authentication?

I just got an e-mail note from my son.  Thought it was worth sharing.

 

From: Ben Getson 
Date: Saturday, October 22, 2016 at 7:09 PM
To: Howard Getson
Subject: FYI: Security Stuff

FYI - I just got an alert that my email address and my Gmail password were available to be purchased online.

I only use that password for my email, and I have 2-factor enabled, so I'm fine. Though this is further proof that just about everything is hacked and available online.

If you don't have two-factor enabled on your accounts, you really need to do it.

 

Consider yourself warned.  

Here Are Some Links for Your Weekend Reading Enjoyment - October 23rd, 2016

Recent polls suggest that Trump has less than a 15% chance to win.  Makes you wonder how much the media influenced that ...

 

   

Here are some of the posts that caught my eye. Hope you find something interesting.

 

Lighter Links:

• Virtue Signaling, or … Why Clinton is in Trouble. (FinancialSense)
• Clinton's Former Prosecutor Endorses Her for President. (Bloomberg)
• How to Make a Relationship Last: 5 Secrets Backed by Research. (Bakadesuyo)
• U.N. Warns Trump May Be 7 Months Away from Acquiring Nuclear Weapons. (TheOnion)
• Over the Counter Comes a New Way to Mimic Calorie Restriction. (Technology Review)

Trading Links:

• How Google is Poised to Become a Dominant Investment Manager. (QuantNews)
• Musk’s Mars Moment: Audacity, Madness, Brilliance—or Maybe All Three. (ArsTechnica)
• A Legendary Morgan Stanley Banker Reveals the Importance of 'Emotional Intelligence' on Wall Street. (Flipboard)
• It’s Not Creepy, It’s the Future. (JasonZweig)
• This Man Wants to Upend the World of High-frequency Trading. (MarketWatch)

Big Data is Booming

There are three primary factors that impact business results:  people, processes, and information.

Human nature doesn't change much.  Processes can improve.  Meanwhile, information is growing at a transformative rate (both in quantity and quality).

Data is becoming the new currency.

Every day we create approximately 2.5 quintillion bytes of data ... It's a staggering number.  

In contrast, realize that we sent men to the moon on less computing power and less data than what an average smart phone holds today.

Big Data is a burgeoning industry, earning vendors $46 billion dollars so far in 2016.  With the rate of growth for data creation at approximately 2x, it'll be interesting to see not only what big data does, and how it effects industry.

Click the image below to see the full infographic.

 

via vcloudnews

Here Are Some Links for Your Weekend Reading Enjoyment - October 15th, 2016

A little iconic wordplay.  Let's call this "Trump Has A Potty-Mouth".

 

 

 

Here are some of the posts that caught my eye. Hope you find something interesting.

 

Lighter Links:

• Dogs Are Better Than Humans at Resisting Peer Pressure, Filtering Bad Advice. (BigThink)
• Human Brain vs Machine Learning - A Lost Battle? (Data Science Central)
• Why the Best Leaders Want Their Superstar Employees to Leave. (WSJ)
• Here's How Quantum Computing Will Change the World. (Forbes)
• Jon Huntsman and Other Republicans Call on Donald Trump to Drop Out of the Race. (HuffPost)

 

Trading Links:

• Singapore’s Nugit Raises $5.2M to Make Sense of Big Data Using Artificial Intelligence. (TC)
• Algorithmic Trading Computers Blamed for Sterling's 'Flash Crash'. (QuantNews)
• Mohamed El-Erian: Deutsche Bank Not a 'Lehman Moment,' but Still a Big Risk. (HITC)
• 3D Printing Grows Up: Scientists are Using the Tech to Make an Earthmoving Machine. (Wired)
• President Trump’s First Term. (NewYorker)

What Does A Hurricane and Market Crash Have in Common?

Hurricane Matthew hit the east coast this week.  It was the strongest storm we've weathered in 12 years (with 125 mph winds).

As a trader, I've often thought that weather and market conditions share similarities. As a result, the techniques used to understand and predict them are similar.

Have you heard the term "Eye of the Storm"?  Well, in the context of Hurricane Matthew, it went directly over a weather buoy (Station #42058).

The chart is interesting.  Imagine being a person observing the storm.  It builds, and builds until you don't think it can get much worse.  Then, it appears to stop.  You can breathe.  You can see.  You relax ... Then it comes back faster than before.  Your nerves and reserves were already diminished.  So, it is worse.

 

 via NDBC.

Similarly, it's easy to mistake the eye of the storm (in a major market move) for a sign of safety and opportunity.

I remember 2008.  Storms like that caused many to buy wrong and sell wrong.

Humans see clear skies and walk outside.  Perhaps we can teach the computer to know better (or at least to measure and recognize what is happening better).

Here Are Some Weekend Reading Links

Sometimes it's hard to tell where the threat really is ...

 

 

Here are some of the posts that caught my eye. Hope you find something interesting.

 

Lighter Links:

• Jon Huntsman and Other Republicans Call on Donald Trump to Drop out of the Race. (HPost)
• Dogs are Better Than Humans at Resisting Peer Pressure, Filtering Bad Advice. (BigThink)
• Human Brain versus Machine Learning – A Lost Battle? (DataScienceCentral)
• Here's How Quantum Computing Will Change the World. (Forbes)
• Why the Best Leaders Want Their Superstar Employees to Leave. (Wall Street Journal)

 

 

Trading Links:

• President Trump’s First Term. (NewYorker)
• Singapore’s Nugit Raises $5.2M to Make Sense of Big Data Using Artificial Intelligence. (TC)
• Algorithmic Trading Computers Blamed for Sterling's 'Flash Crash'. (QuantNews)
• Mohamed El-Erian: Deutsche Bank Not a 'Lehman Moment,' but Still a Big Risk. (HITC)
• 3D Printing Grows Up: Scientists are Using the Tech to Make an Earthmoving Machine. (Wired)