EICKnotes for Mar 18, 2014

Notes on stuff that caught my eye today:

Finally wearable computing products that everyone might want to wear and use. Google today announced their smart phone platform 'Android Wear' as well as a beautiful Moto 365 watch. Time for Apple to show off its offering because Google's stuff looks incredible.

Interesting article about the Berkshire Hathaway deal to divest of its Graham Holdings stake. Ingenious financial work but also essentially a tax avoidance scheme from the populist billionaire who wants higher taxes.

Nate Silver predicts presidential outcomes and wrote a great book about statistics, but is it enough for a whole media empire. FiveThirtyEight is his attempt to find out and this post suggests there might be some interesting stuff.

Great interview in Rolling Stone with Bill Gates. Brilliant person using his vast wealth and intellect to change the world for the better.

But you can't just dismiss renewables, can you? Solar is much, much harder than people think it is. When the sun shines, electricity is going to be worth zero, so all the money will be reserved for the guy who brings you power when there's no wind and no sun. There are some interesting things on the horizon along those lines. There's one called solar chemical. It's very nascent, but it comes with a built-in storage solution, because you actually secrete hydrocarbons. We're investing probably one-twentieth of what we should in that. There's another form of solar called solar thermal, which is cool because you can store heat. Heat's not easy to store, but it's a lot easier to store than electricity.

Best of the Rest

  • Restoring the 'Virtuous Cycle' of Economic Growth (Hussman Funds)
  • Jeremy Grantham: Learning to Live With a Stock Bubble (Barrons)
  • ATTN: DUMB MONEY: The Smart Money Is Selling To You (Yet Again) (The Felder Report)
  • Morgan Stanley: the Economic Benefits of Driverless Cars (RobotEnomics)

By Jon Eickmeier | March 18, 2014 | links curated markets economics EICKnotes

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