by Kazzcade1 | Apr 13, 2021 | The Signal
Intelligent Cloning Nice refresher piece on the life cycle of asset prices and more specifically their relationship to interest rates. Understanding what stage we are in the life cycle can be very helpful. But at the end of the day, Buffet and Munger provide great...
by Kazzcade1 | Apr 5, 2021 | The Signal
Ants and Food: An Ecological Mental Model for Corporate Management Ants oscillate between exploring and exploiting. As the investment world has been overwhelmed with analytics and computation, it is ever more important to clearly identify corporate management’s...
by Kazzcade1 | Mar 31, 2021 | The Signal
Decentralized Autonomous Organizations (DAOs) This is a paradigm shift in the economic structure of an organization. It is being brought on with the use of blockchain technology and could redefine how companies are structured. A DAO is “decentralized” in that it runs...
by Kazzcade1 | Mar 23, 2021 | The Signal
“Deep Fake” is the Future of Content Creation A few months ago, millions of TV viewers across South Korea were watching the MBN channel to catch the latest news. Only this time it wasn’t the real anchor, Kim Joo-Ha, it was a deep fake version of...
by Kazzcade1 | Mar 14, 2021 | The Signal
The Rise and Fall of IBM “You can’t get fired for buying IBM” was a common mantra by corporate IT Buyers. IBM was the center of gravity in the computing industry for decades. An important story to read as the current stock market extrapolates current...
by Kazzcade1 | Mar 7, 2021 | The Signal
The Feynman Learning Technique Great advice from a leading physicist. We live in a world where continuous learning is a requirement, not a luxury. This is a surprisingly simple method, designed by Nobel Prize-winning physicist Richard Feynman. Pretend to teach a...