Evidence of Intent

Uncategorized

2023

  1. Autonomous Vehicles are a collection action problem

2020

  1. Garrett Jones on Cooperation

2019

  1. Low interest rates are bad for fundamental analysis

2017

  1. Minimum wage and overtime pay regulations
  2. We can teach children to be more effectively empirical
  3. Nested condition variables are fun!
  4. Managing cost centers by making them profit centers
  5. Housing transaction costs are really high!
  6. Cython is awesome

2016

  1. Corporate Intellectualism
  2. Low-cost passive ETFs and magical thinking
  3. Comparing SP500 and housing leverage

2014

  1. The legitimacy of capture
  2. Idealism takes courage, cynicism is a form of cowardice

2013

  1. The Joys of Rambling
  2. Imprecision
  3. Balance of Payment
  4. The pride behind words
  5. Introducing a paper
  6. Productivity and the value of Labor

2012

  1. Lecture to me
  2. Bridging identities for growth
  3. Meaningful disagreement
  4. Why classic prose?
  5. Blog schedule change
  6. Fatigue point
  7. Quantity, not quality
  8. Terry Pratchett
  9. Blogging so far
  10. Quantitative Management vs. Quantitative Thinking
  11. To know "how" you need to know "why"
  12. Your computer and you
  13. Writing life stories
  14. Habit Forge

2011

  1. Too much of a good thing
  2. Physics - dropping a slinky
  3. Thoughts on speculators and middlemen
  4. What I think makes life interesting

2010

  1. The reasons people trade (Larry Harris)
  2. Macroeconomic dichotomies
  3. "The flaw of the Asian business model is that at the center of it is a craving for power as opposed to profit"
  4. GDP and the broken window fallacy
  5. NPV logic for social entrepreneurship
  6. The right to a risk premium
  7. Unintended consequences
  8. Income statement vs NPV view of investments
  9. Accounting and decision making
  10. Job creation, Meritocracy and Democracy
  11. Accounting realization of the day -- Inflation and Depreciation
  12. Don't be bored
  13. Kelly criterion in general part I
  14. Kelly criterion and lottery tickets
  15. Case-Shiller futures have no liquidity :(
  16. Notes on money

2009

  1. Incentive compensation
  2. Learning to consume -- Brooks Brothers
  3. hedonic treadmill avoidance
  4. What is the most common hand in texas holdem?
  5. Risk adversity, flipped
  6. Poker the Metaphor
  7. UPS Manhattan has terrible service
  8. Amazing GDP fact of the month
  9. Recipe for Reductionist Analytic Modeling
  10. The nature of thought
  11. Long tails: a semi-technical explanation
  12. Winning an argument
  13. Consumption is exogenous to Capitalism
  14. A little knowledge can be a dangerous thing
  15. The Instrumentality of Risk Adversity
  16. Applied Abstraction - the terminal / instrumental dichotomy
  17. Stockholder Perks
  18. Applied Abstraction - the qualitative / quantitive dichotomy
  19. Applied Abstraction - the transient / steady state dichotomy
  20. Applied Abstraction - The Dichotomy Series
  21. I finally get Fractional Reserve Banking
  22. Paying for your Economics / Computational assumptions
  23. No Free Lunch Theorems
  24. Book Queue
  25. Warren Buffet's misleading buy-the-index logic
  26. Frameworks and Graphs
  27. Theory of the Firm, Transactions, and Commoditization
  28. Why isn't there a Case-Shiller ETF?
  29. Judea Pearl's Causality
  30. Center for Inquiry - Maggie Jackson's Distracted

2008

  1. Risk and Ignorance, Keynes
  2. Bronchitis Urgent Care in New York
  3. Free will, Rationality and Intelligence
  4. Risk and Ignorance, the way I understand it
  5. The twice-iterated prisoner's dilemna
  6. The Risk Premium
  7. Time Value of Money
  8. Two Envelope Problem
  9. Budget
  10. Don't listen to Noise
  11. Modelling
  12. Bad Questions
  13. Evolution, Economics, and Normative Standards
  14. On Blogging
  15. Make these!
  16. Learning from Repetition
  17. Barry Schwartz on the Paradox of Choice
  18. just call me doctor
  19. Photo: Halogen Plume
  20. Racism and The Genetic Fallacy
  21. Excuses Are Bad For Companies
  22. The Coming Alternative Energy Bubble
  23. Martingales and Infanticide
  24. My Misuse of Darwinian Evolution
  25. Feti Travel is awesome
  26. Change of Subject
  27. Black Swans
  28. International Capital Movements
  29. Light Bulb Art
  30. Ikea International
  31. When Competition is Harmful
  32. America's Most Overrated Product: the Bachelor's Degree
  33. State-Sponsored Matchmaking
  34. The Optimistic Thought Experiment
  35. The Political Economy of Power
  36. Semantics versus Syntax Part I
  37. How the Internet is Changing Us
  38. The Pope's Visit
  39. The Coming Collapse of the Middle Class
  40. Real Linux in Anime
  41. The Missing Asian Financial Hub
  42. The Importance of Stories
  43. Singaporean SWFs - Biggest in the World
  44. Agnosticism and Epistemological Zombiehood
  45. The Lucas Critique and Modern Portfolio Theory
  46. The Kite Runner, aka The Guilt Trip from Hell
  47. The Default Choice
  48. Markets Fail
  49. Kelly Criterion
  50. Asset Allocation
  51. Fortune's Formula

2007

  1. What I learnt
  2. Shouts and Murmurs