From the comment thread of Fred Wilson’s post Apocalypse and Bubbles:
Me:
[Quoting Bob Warfield] “This one is self-referential because Thiel uses Bubble Logic to argue that you’ve got to bet on the next bubble. Why? Because the alternative is all-out Global War and nobody survives.”[/Quote]
There would seem to be an obvious third alternative (actually, there are [...]
A commenter on another site asked whether it would be simpler to calculate Black-Scholes or another options pricing model in an Excel spreadsheet than to spend three seconds entering a position into Portfolio Armor. My academic finance consultant, the all-but-dissertation Ph.D. candidate in finance who developed Portfolio Armor’s algorithm, offered this response:
Seems like the person [...]
On 09.03.10, In Business and Entrepreneurship, Investing, Long positions, Musings memories and observations, Short positions, by David Pinsen
The last time you got your ass kicked
The Last Psychiatrist has good taste in TV. Here he blogs about a recent episode of the F/X show Louie, “Bully”. Below is the trailer for the episode. Incidentally, in addition to being a sharp writer, the way TLP breaks up his posts with roman numerals is a [...]
On 09.02.10, In Business and Entrepreneurship, by David Pinsen
Update: I awarded this project to a vendor I found on Elance. Looks like he’s done some nice work with icons..
This is the logo of my company’s web app, Portfolio Armor:
What I need is a version of that logo to serve as the icon for the Portfolio Armor iPhone app. The icon should be [...]
Below are shareholder questions and answers from Alloy Steel International. As I mentioned in the previous post, these questions and answers were edited and reviewed by the company, following our call.
Q: Can you offer independent verification of Arcoplate and Super Arcoplate’s superiority to other wear plates?
A: Many clients are reluctant to make testimonials. Third [...]
On 08.30.10, In Business and Entrepreneurship, Economics, Investing, Long positions, by David Pinsen
The Alloy Steel International conference call
Alloy Steel CEO Gene Kostecki and CFO Barry Woodhouse were kind enough to spend the better part of an hour on the phone with me this evening. I transcribed their answers to the shareholder questions they addressed on the call, and agreed to send those questions and answers to them [...]
On 08.27.10, In Business and Entrepreneurship, Culture, Investing, Musings memories and observations, by David Pinsen
Iconography
Below is a proposed icon for the Portfolio Armor iPhone app. My design team ignored my suggested colors (silver, light blue, and gold, to stand out against the iTunes background) Update: my project manager informed me today that they tried my color scheme and found it didn’t look right. Let me know what you [...]
Sites of Interest
Algorithmic hedging tool for stocks and ETFs
Tools and ideas for short sellers