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News Selected by Eric

Headlines
 
  09/12   Why are so many things brokenBehaviour  
  09/09   What peak oil Why an oil glut is aheadWorld  
  09/09   What Happened to YahooManagement  
  08/30   Inside the secret world of Trader Joe'sManagement  
  08/30   A deregulation conundrumGovernment  
  08/30   CFA or MBA or School of Hard KnocksFunds  
  08/30   The ironic comfort of balanced fundsFunds  
  08/30   Public Pensions and Our Fiscal FutureGovernment  


Recent News
 
Why are so many things broken
"In a hilarious talk from the 2006 Gel conference, Seth Godin gives a tour of things poorly designed, the 7 reasons why they are that way, and how to fix them. "
from Eric, 1:33 PM EST, 09/12/10, Behaviour
 
What peak oil Why an oil glut is ahead
"Despite the Iraq War and the resulting production disruptions, despite the moratorium on drilling in the Gulf, despite turmoil in Nigeria and ongoing cross-border transshipment quarrels in Central Asia and the multiple, repeated declarations that 'peak oil' has arrived and supplies will inevitably dwindle, the United States has more petroleum on hand today than it has had since at least the beginning of the first Gulf War."
from Eric, 12:21 AM EST, 09/09/10, World
 
What Happened to Yahoo
"What went wrong? The problems that hosed Yahoo go back a long time, practically to the beginning of the company. They were already very visible when I got there in 1998. Yahoo had two problems Google didn't: easy money, and ambivalence about being a technology company."
from Eric, 12:19 AM EST, 09/09/10, Management
 
Inside the secret world of Trader Joe's
"Apple's retail stores aren't the only place where lines form these days. It's 7:30 on a July morning, and already a crowd has gathered for the opening of Trader Joe's newest outpost, in Manhattan's Chelsea neighborhood. The waiting shoppers chat about their favorite Trader Joe's foods, and a woman in line launches into a monologue comparing the retailer's West Coast and East Coast locations. Another customer suggests that the chain will be good for Chelsea, even though the area is already brimming with places to buy groceries, including Whole Foods and several upscale food boutiques.But Trader Joe's is no ordinary grocery chain. It's an offbeat, fun discovery zone that elevates food shopping from a chore to a cultural experience."
from Eric, 8:36 PM EST, 08/30/10, Management
 
A deregulation conundrum
"Marc Rich exploited price fixing/import/export controls to make simply unbelievable profits trading oil. Marc Rich and Co the Swiss vehicle was started with just over 1 million in capital and a couple of years later was making in excess of 200 million in profit. This level of profitability exceeds - by far - any other trading operation I have ever seen - and was probably the most profitable trading operation in history. Marc Rich and Co since renamed Glencore is possibly the most valuable business in Switzerland within the lifetime of its founder."
from Eric, 8:25 PM EST, 08/30/10, Government
 
CFA or MBA or School of Hard Knocks
"In summary, evidence from an array of tests does not support beliefs that CFA designation, MBA degree and level of experience are critical success factors for investment managers."
from Eric, 8:23 PM EST, 08/30/10, Funds
 
The ironic comfort of balanced funds
"Early in my career, I didn't recommend balanced funds because of the fees. But when I became aware of the investor behavioural benefits, I started recommending balanced funds. Since investors only see the smoothed return path of the 'balanced bundle', investors are less prone to panic and greed - leading to longer holding periods which, in turn, leads to higher investor returns."
from Eric, 8:20 PM EST, 08/30/10, Funds
 
Public Pensions and Our Fiscal Future
"Few Californians in the private sector have 1 million in savings, but that's effectively the retirement account they guarantee to many government employees."
from Eric, 8:16 PM EST, 08/30/10, Government
Why are so many things broken
"In a hilarious talk from the 2006 Gel conference, Seth Godin gives a tour of things poorly designed, the 7 reasons why they are that way, and how to fix them. "
from Eric, 1:33 PM EST, 09/12/10, Behaviour
 
What peak oil Why an oil glut is ahead
"Despite the Iraq War and the resulting production disruptions, despite the moratorium on drilling in the Gulf, despite turmoil in Nigeria and ongoing cross-border transshipment quarrels in Central Asia and the multiple, repeated declarations that 'peak oil' has arrived and supplies will inevitably dwindle, the United States has more petroleum on hand today than it has had since at least the beginning of the first Gulf War."
from Eric, 12:21 AM EST, 09/09/10, World
 
What Happened to Yahoo
"What went wrong? The problems that hosed Yahoo go back a long time, practically to the beginning of the company. They were already very visible when I got there in 1998. Yahoo had two problems Google didn't: easy money, and ambivalence about being a technology company."
from Eric, 12:19 AM EST, 09/09/10, Management
 
Inside the secret world of Trader Joe's
"Apple's retail stores aren't the only place where lines form these days. It's 7:30 on a July morning, and already a crowd has gathered for the opening of Trader Joe's newest outpost, in Manhattan's Chelsea neighborhood. The waiting shoppers chat about their favorite Trader Joe's foods, and a woman in line launches into a monologue comparing the retailer's West Coast and East Coast locations. Another customer suggests that the chain will be good for Chelsea, even though the area is already brimming with places to buy groceries, including Whole Foods and several upscale food boutiques.But Trader Joe's is no ordinary grocery chain. It's an offbeat, fun discovery zone that elevates food shopping from a chore to a cultural experience."
from Eric, 8:36 PM EST, 08/30/10, Management
 
A deregulation conundrum
"Marc Rich exploited price fixing/import/export controls to make simply unbelievable profits trading oil. Marc Rich and Co the Swiss vehicle was started with just over 1 million in capital and a couple of years later was making in excess of 200 million in profit. This level of profitability exceeds - by far - any other trading operation I have ever seen - and was probably the most profitable trading operation in history. Marc Rich and Co since renamed Glencore is possibly the most valuable business in Switzerland within the lifetime of its founder."
from Eric, 8:25 PM EST, 08/30/10, Government
 
CFA or MBA or School of Hard Knocks
"In summary, evidence from an array of tests does not support beliefs that CFA designation, MBA degree and level of experience are critical success factors for investment managers."
from Eric, 8:23 PM EST, 08/30/10, Funds
 
The ironic comfort of balanced funds
"Early in my career, I didn't recommend balanced funds because of the fees. But when I became aware of the investor behavioural benefits, I started recommending balanced funds. Since investors only see the smoothed return path of the 'balanced bundle', investors are less prone to panic and greed - leading to longer holding periods which, in turn, leads to higher investor returns."
from Eric, 8:20 PM EST, 08/30/10, Funds
 
Public Pensions and Our Fiscal Future
"Few Californians in the private sector have 1 million in savings, but that's effectively the retirement account they guarantee to many government employees."
from Eric, 8:16 PM EST, 08/30/10, Government