(Not intended to be investment advice. Opinions are my own.)
I was listening to a Business Breakdowns episode on Pinduoduo (PDD) and got to thinking two things:
Let’s explore Point 1 first in today’s post.
(Not intended to be investment advice.)
You often hear people say, “Stocks are not the economy,” especially last year when the market was surging while the economy was still suffering from the pandemic.
But most people’s gut would still tell them that if they could just reliably forecast GDP, they would be able to successfully time the stock market. But is your gut instinct correct? Let’s take a look at the data to see.
This analysis and all the data presented are for U.S. stocks and economic stats. …
Please bring back the in person data science bootcamp.
I know that going remote was your only choice last year. But I was shocked and sad when you all went permanently remote.
I’m a Metis alum — I loved the experience. Some of my best friends were my fellow bootcamp students, and I got a ton out of the experience. Would I have gone to a fully remote bootcamp? …
Irecall about a decade ago when LinkedIn was a full-fledged member of the big 3 social networks — Facebook, LinkedIn, and Twitter.
Facebook owned overall social, but LinkedIn dominated professional networking. Which was a huge opportunity — after all for better or worse, our jobs are a big part of our identities.
Then somehow it lost itself along the way. Maybe it was the Microsoft acquisition (after all Microsoft products are famous for being dominant despite their UX not because of it). Or maybe it was the huge case of Facebook envy it got.
But today if I’m not job…
In data science there tends to be this belief that the most important thing is the model. I’d guess that this is driven in part by willful obliviousness.
Why do I say that? We (data scientists) all want to believe that our modeling and analytical skills are special. And it’s these special skills that allow us to crack the most complicated business problems and unleash torrents of new revenue. There’s no such thing as an impossible problem, we just haven’t thrown enough hidden layers at it yet or properly optimized our random forest.
But that’s not how things are in…
(Not intended to be investment advice. Please do your own due diligence prior to making an investment. I both own shares in Zillow and am short call options on the stock, a.k.a. a covered call. The short calls are to hedge some of the risk of owning a volatile stock like Zillow.)
Buying a home is an annoying process. Back in the dark ages you would find a realtor who would take you to see at least a half dozen houses. Then out of these you choose one to make a bid on.
Even if your bid is accepted, the…
I readily admit that this is something I’ve not read or learned much about. But since I’ve been reading up on MMT (Modern Monetary Theory) and thinking about the impact of debt on our country’s economy, UBI (Universal Basic Income) popped up as a correlated subject.
A lot of UBI articles seem to have an agenda either for or against. So I thought a good way to think about it would be to run a simple thought experiment and see where that takes us.
The objective of this thought experiment is not to analyze UBI from the perspective of whether…