Santigold - L.E.S. Artistes
Monday, August 30, 2010
Thursday, August 26, 2010
World Population by Latitude/Longitude
Taken from Bill Ranklin via Infectious Greed. For those NZers amongst you, note the little spike in the bottom right hand corner of the Longitude graphic:
The Wrong Stuff. . .
Paul Kedrosky (of Infectious Greed fame) this week interviewed Kathryn Schulz (of The Wrong Stuff) as part of his Infectious Talk series over at the Kauffman Foundation:
In this episode, Paul talks with journalist and author Kathryn Schulz. They discussed Schulz's recently released book, "Being Wrong: Adventures in the Margin of Error." They talked about Schulz's premise that we're all wrong, all the time, and how the inability of politicians and business leaders to admit to mistakes can be devastating. On the other hand, the ability to learn from our mistakes can have personal benefits.
Interview here.
In this episode, Paul talks with journalist and author Kathryn Schulz. They discussed Schulz's recently released book, "Being Wrong: Adventures in the Margin of Error." They talked about Schulz's premise that we're all wrong, all the time, and how the inability of politicians and business leaders to admit to mistakes can be devastating. On the other hand, the ability to learn from our mistakes can have personal benefits.
Interview here.
Friday, August 13, 2010
George Friedman Interview
John Thomas, The Mad Hedge Fund Trader, interviewed George Friedman of STRATFOR earlier this month. Whilst Thomas' site's name and his interview intro's are a little schmaltzy, he has a fairly impressive background.
The interview touches on Russia, Iran/ the Middle East, oil, Poland, Turkey, China and Japan among other things. All in a geo-political/ investment context. Friedman gives some pretty contrarian views in the second half of the interview - for example, he's long Japan. Seriously.
It's 40 mins long and a must listen. Interview here.
The interview touches on Russia, Iran/ the Middle East, oil, Poland, Turkey, China and Japan among other things. All in a geo-political/ investment context. Friedman gives some pretty contrarian views in the second half of the interview - for example, he's long Japan. Seriously.
It's 40 mins long and a must listen. Interview here.
Friday, August 6, 2010
Taken In Red Square This Morning. . .
This photo was taken and emailed to me this morning with the following note. Be glad you're not near this:
It's plus 41 in Moscow (all-time-high), zero visibility due to smoke from forest fires (see photo below). It literally feels like we are all sitting in a smoke-lounge of an airport. Anyone in the right mind (and with some money) is getting out of here – good for Aeroflot?
I have not had a drink in a week...have a hang-over every morning regardless. Short vodka/beer makers, Long Pharmstandard?
Give us some business so we don't feel like sitting here for no reason...
And for those of you that haven't seen it - this vid was shot from a car inside the fire zone several days ago:
HT - MGJ
It's plus 41 in Moscow (all-time-high), zero visibility due to smoke from forest fires (see photo below). It literally feels like we are all sitting in a smoke-lounge of an airport. Anyone in the right mind (and with some money) is getting out of here – good for Aeroflot?
I have not had a drink in a week...have a hang-over every morning regardless. Short vodka/beer makers, Long Pharmstandard?
Give us some business so we don't feel like sitting here for no reason...
And for those of you that haven't seen it - this vid was shot from a car inside the fire zone several days ago:
HT - MGJ
Friday, July 30, 2010
Monday, July 5, 2010
Saturday, July 3, 2010
Beware the US Census Caller !
Copy and pasted straight from David Cowan's Who Has Time For This?
THURSDAY, JULY 01, 2010
Phone Call from The Census
The US Census office in New York has had to fire workers due to fraud. The new folks there must still be learning the ropes. This actual telephone call to my friend Erik Gordon was transcribed immediately upon hanging up, so it's practically verbatim...
Ring. Ring.
ERIK: "Hello?"
CHARLOTTE: "Hello. This is Charlotte calling from the 2010 United States Census. We've left you a couple of messages over the past few weeks but you haven't returned our calls. I'm calling to ask you some additional questions about the census form that you recently completed. This should take only a few minutes."
ERIK: "Okay."
CHARLOTTE: "Can I start by verifying your address?"
ERIK: "Yes, it's the one you have on the form -- 68 East 78th Street in New York."
CHARLOTTE: "And is this the Gordon household?"
ERIK: "Yes."
CHARLOTTE: "And who completed the census form on behalf of the household?"
ERIK: "I did. I'm the only one who lives here."
CHARLOTTE: "And what is your name?"
ERIK: "Erik Gordon. Don't you have that on the form I filled out?"
CHARLOTTE: "Yes."
ERIK: "So why are you asking me again?"
CHARLOTTE (reading): "We need to make sure that the 2010 US Census is an accurate count of every person in the United States and that no person is double counted. This should take only a few minutes."
ERIK: "Okay."
CHARLOTTE: "So Erik Gordon filled out the census form on behalf of your household?"
ERIK: "Yes, I did."
CHARLOTTE: "And am I speaking to Erik Gordon?"
ERIK: "Um, yes. But I think we've covered this, no?"
CHARLOTTE: "Yes, but I need to ask the questions in the order they appear on my screen."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, how many people were living at your address on April 1, 2010?"
ERIK: "Just me. I'm the only one who lives here."
CHARLOTTE: "So should I put 'One?'"
ERIK: "Probably."
CHARLOTTE: "Mr. Gordon, do you have children, babies or foster children living with you?"
ERIK (louder): "I'm the only one here."
CHARLOTTE: "It's a yes or no question, Mr. Gordon."
ERIK: "If I'm the only one here, then the answer is 'No,' right?"
CHARLOTTE: "Okay, I'm going to put 'No.'"
ERIK: "Good idea."
CHARLOTTE: "Mr. Gordon, do you have any other relatives living with you?"
ERIK: "I'm the only one here."
CHARLOTTE: "I can't put that."
ERIK: "I don't care."
CHARLOTTE: "Mr. Gordon, we need to make sure that the 2010 US Census is an accurate count of every person in the United States and that no person is double counted. This should take only a few minutes."
ERIK: "But all of this is on the form I filled out."
CHARLOTTE: "I know. I have it here."
ERIK: "So why are you asking me the same questions?"
CHARLOTTE: "Mr. Gordon, this should take only a few minutes."
ERIK: "This should take no minutes."
CHARLOTTE: "Mr. Gordon, are you refusing to answer the questions? Because if you're refusing to answer the questions, I'm going to have to call you back."
ERIK: "I'm not refusing to answer the questions, Charlotte. I already answered them."
CHARLOTTE: "When?"
ERIK: "On the form you have in front of you."
CHARLOTTE: "Oh."
ERIK: "Yes."
CHARLOTTE: "Mr. Gordon, this should only take a few minutes. Can I ask if you have any nonrelatives, such as roommates or babysitters living with you?"
ERIK: "I'm the only one here."
CHARLOTTE: "Mr. Gordon, you know I can't put that."
ERIK: "No, Charlotte, no. I don't have anyone else living here!"
CHARLOTTE: "No roomates or babysitters?"
ERIK: "No!"
CHARLOTTE: "I'm going to put 'No.' Mr. Gordon, do you have anyone living with you temporarily?"
ERIK: "Charlotte, you know what I'm going to say, right?"
CHARLOTTE: "Mr. Gordon, it's a yes or no question."
ERIK: "Charlotte, you've already asked me about relatives and nonrelatives. Who else could be living with me?"
CHARLOTTE: "Anyone living with you temporarily, such as any illegal aliens."
ERIK: "Yes, Charlotte. I forgot. I do have illegal aliens living with me."
CHARLOTTE: "How many?"
ERIK: "I live with approximately twelve thousand illegal Mexican immigrants. But please don't put that down, I don't want to get in trouble."
CHARLOTTE: "Mr. Gordon, I have to put it down."
ERIK: "Please don't put it down. They're nice people. They’ve traveled far."
CHARLOTTE: "I'm sorry, Mr. Gordon. I have to put it down."
ERIK: "Okay, put it down."
CHARLOTTE: "Okay."
ERIK: "Charlotte, did you really just put down that I live with 12,000 illegal Mexican immigrants?"
CHARLOTTE: "No. I just put twelve."
ERIK: "Why?"
CHARLOTTE: "I don't have enough room."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, were you away from this address anytime in March or April of 2010?"
ERIK: "What do you mean?"
CHARLOTTE: "What do *you* mean?"
ERIK: "Are you asking me if I left my apartment anytime in March or April?"
CHARLOTTE: "Yes."
ERIK: "Then 'Yes.'"
CHARLOTTE: "Mr. Gordon, where did you go?"
ERIK: "Charlotte, I went a lot of places."
CHARLOTTE: "I only have one line."
ERIK: "That's too bad, Charlotte, because I went *a lot* of places."
CHARLOTTE: "But I only have one line."
ERIK: "So what do you want me to tell you?"
CHARLOTTE: "I don't know. Do you want me to ask my supervisor?"
ERIK: "Actually, I think you should ask your supervisor."
CHARLOTTE (returning to the phone after putting me on hold for two or three minutes): "I think we should just put 'Don't Know.'"
ERIK: "Fine."
CHARLOTTE: "Mr. Gordon, in March and April of 2010 where did you spend most of your time: at your address in New York or in Don't Know?"
ERIK: "New York. Don't Know isn't a real place."
CHARLOTTE: "Okay. New York. Is there any other place you spent most of your time?"
ERIK: "Charlotte, what does that mean?"
CHARLOTTE: "You said you spent most of your time in New York. Is there any other place where you spent most of your time?"
ERIK: "Charlotte, how can I spend most of my time in more than one place?"
CHARLOTTE (after thinking it over): "I think we should put 'Don't Know.'"
ERIK: "Okay. Let's put that."
CHARLOTTE: "Okay."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, other than New York and Don't Know, did you spend any time anywhere else?"
ERIK: "Pardon?"
CHARLOTTE: "Other than New York and Don't Know, did you spend any time anywhere else?"
ERIK: "Other than New York and Don't Know?"
CHARLOTTE: "Yes."
ERIK: "No. I spent all of my time in New York and Don't Know."
CHARLOTTE: "How about prison?"
ERIK: "How about prison?"
CHARLOTTE: "Did you spend any time in prison in March or April of 2010?"
ERIK: "No, I was only in New York and Don't Know."
CHARLOTTE: "Okay."
ERIK: "Okay."
CHARLOTTE: "Okay. Mr. Gordon, did you spend any time in the military?"
ERIK: "No."
CHARLOTTE: "Mr. Gordon, did you spend any time in a nursing home?"
ERIK: "Charlotte, can we just put 'Don't Know' for the rest of the questions so we can both get on with our lives?"
CHARLOTTE: "No, I can't do that. You need to answer every question. This should take only a few minutes."
ERIK: "It’s already been more than a few minutes."
CHARLOTTE: "Mr. Gordon, are you refusing to answer the questions? Because if you're refusing to answer the questions--"
ERIK: "I don't want you to call me back Charlotte. I did not spend any time in a nursing home in March or April of 2010. I was too busy in Don't Know."
CHARLOTTE: "What?"
ERIK: "No. No time in a nursing home."
CHARLOTTE: "Mr. Gordon, that was the last question. On behalf of the 2010 United States Census, thank you and have a good evening."
Ring. Ring.
ERIK: "Hello?"
CHARLOTTE: "Hello. This is Charlotte calling from the 2010 United States Census. We've left you a couple of messages over the past few weeks but you haven't returned our calls. I'm calling to ask you some additional questions about the census form that you recently completed. This should take only a few minutes."
ERIK: "Okay."
CHARLOTTE: "Can I start by verifying your address?"
ERIK: "Yes, it's the one you have on the form -- 68 East 78th Street in New York."
CHARLOTTE: "And is this the Gordon household?"
ERIK: "Yes."
CHARLOTTE: "And who completed the census form on behalf of the household?"
ERIK: "I did. I'm the only one who lives here."
CHARLOTTE: "And what is your name?"
ERIK: "Erik Gordon. Don't you have that on the form I filled out?"
CHARLOTTE: "Yes."
ERIK: "So why are you asking me again?"
CHARLOTTE (reading): "We need to make sure that the 2010 US Census is an accurate count of every person in the United States and that no person is double counted. This should take only a few minutes."
ERIK: "Okay."
CHARLOTTE: "So Erik Gordon filled out the census form on behalf of your household?"
ERIK: "Yes, I did."
CHARLOTTE: "And am I speaking to Erik Gordon?"
ERIK: "Um, yes. But I think we've covered this, no?"
CHARLOTTE: "Yes, but I need to ask the questions in the order they appear on my screen."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, how many people were living at your address on April 1, 2010?"
ERIK: "Just me. I'm the only one who lives here."
CHARLOTTE: "So should I put 'One?'"
ERIK: "Probably."
CHARLOTTE: "Mr. Gordon, do you have children, babies or foster children living with you?"
ERIK (louder): "I'm the only one here."
CHARLOTTE: "It's a yes or no question, Mr. Gordon."
ERIK: "If I'm the only one here, then the answer is 'No,' right?"
CHARLOTTE: "Okay, I'm going to put 'No.'"
ERIK: "Good idea."
CHARLOTTE: "Mr. Gordon, do you have any other relatives living with you?"
ERIK: "I'm the only one here."
CHARLOTTE: "I can't put that."
ERIK: "I don't care."
CHARLOTTE: "Mr. Gordon, we need to make sure that the 2010 US Census is an accurate count of every person in the United States and that no person is double counted. This should take only a few minutes."
ERIK: "But all of this is on the form I filled out."
CHARLOTTE: "I know. I have it here."
ERIK: "So why are you asking me the same questions?"
CHARLOTTE: "Mr. Gordon, this should take only a few minutes."
ERIK: "This should take no minutes."
CHARLOTTE: "Mr. Gordon, are you refusing to answer the questions? Because if you're refusing to answer the questions, I'm going to have to call you back."
ERIK: "I'm not refusing to answer the questions, Charlotte. I already answered them."
CHARLOTTE: "When?"
ERIK: "On the form you have in front of you."
CHARLOTTE: "Oh."
ERIK: "Yes."
CHARLOTTE: "Mr. Gordon, this should only take a few minutes. Can I ask if you have any nonrelatives, such as roommates or babysitters living with you?"
ERIK: "I'm the only one here."
CHARLOTTE: "Mr. Gordon, you know I can't put that."
ERIK: "No, Charlotte, no. I don't have anyone else living here!"
CHARLOTTE: "No roomates or babysitters?"
ERIK: "No!"
CHARLOTTE: "I'm going to put 'No.' Mr. Gordon, do you have anyone living with you temporarily?"
ERIK: "Charlotte, you know what I'm going to say, right?"
CHARLOTTE: "Mr. Gordon, it's a yes or no question."
ERIK: "Charlotte, you've already asked me about relatives and nonrelatives. Who else could be living with me?"
CHARLOTTE: "Anyone living with you temporarily, such as any illegal aliens."
ERIK: "Yes, Charlotte. I forgot. I do have illegal aliens living with me."
CHARLOTTE: "How many?"
ERIK: "I live with approximately twelve thousand illegal Mexican immigrants. But please don't put that down, I don't want to get in trouble."
CHARLOTTE: "Mr. Gordon, I have to put it down."
ERIK: "Please don't put it down. They're nice people. They’ve traveled far."
CHARLOTTE: "I'm sorry, Mr. Gordon. I have to put it down."
ERIK: "Okay, put it down."
CHARLOTTE: "Okay."
ERIK: "Charlotte, did you really just put down that I live with 12,000 illegal Mexican immigrants?"
CHARLOTTE: "No. I just put twelve."
ERIK: "Why?"
CHARLOTTE: "I don't have enough room."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, were you away from this address anytime in March or April of 2010?"
ERIK: "What do you mean?"
CHARLOTTE: "What do *you* mean?"
ERIK: "Are you asking me if I left my apartment anytime in March or April?"
CHARLOTTE: "Yes."
ERIK: "Then 'Yes.'"
CHARLOTTE: "Mr. Gordon, where did you go?"
ERIK: "Charlotte, I went a lot of places."
CHARLOTTE: "I only have one line."
ERIK: "That's too bad, Charlotte, because I went *a lot* of places."
CHARLOTTE: "But I only have one line."
ERIK: "So what do you want me to tell you?"
CHARLOTTE: "I don't know. Do you want me to ask my supervisor?"
ERIK: "Actually, I think you should ask your supervisor."
CHARLOTTE (returning to the phone after putting me on hold for two or three minutes): "I think we should just put 'Don't Know.'"
ERIK: "Fine."
CHARLOTTE: "Mr. Gordon, in March and April of 2010 where did you spend most of your time: at your address in New York or in Don't Know?"
ERIK: "New York. Don't Know isn't a real place."
CHARLOTTE: "Okay. New York. Is there any other place you spent most of your time?"
ERIK: "Charlotte, what does that mean?"
CHARLOTTE: "You said you spent most of your time in New York. Is there any other place where you spent most of your time?"
ERIK: "Charlotte, how can I spend most of my time in more than one place?"
CHARLOTTE (after thinking it over): "I think we should put 'Don't Know.'"
ERIK: "Okay. Let's put that."
CHARLOTTE: "Okay."
ERIK: "Okay."
CHARLOTTE: "Mr. Gordon, other than New York and Don't Know, did you spend any time anywhere else?"
ERIK: "Pardon?"
CHARLOTTE: "Other than New York and Don't Know, did you spend any time anywhere else?"
ERIK: "Other than New York and Don't Know?"
CHARLOTTE: "Yes."
ERIK: "No. I spent all of my time in New York and Don't Know."
CHARLOTTE: "How about prison?"
ERIK: "How about prison?"
CHARLOTTE: "Did you spend any time in prison in March or April of 2010?"
ERIK: "No, I was only in New York and Don't Know."
CHARLOTTE: "Okay."
ERIK: "Okay."
CHARLOTTE: "Okay. Mr. Gordon, did you spend any time in the military?"
ERIK: "No."
CHARLOTTE: "Mr. Gordon, did you spend any time in a nursing home?"
ERIK: "Charlotte, can we just put 'Don't Know' for the rest of the questions so we can both get on with our lives?"
CHARLOTTE: "No, I can't do that. You need to answer every question. This should take only a few minutes."
ERIK: "It’s already been more than a few minutes."
CHARLOTTE: "Mr. Gordon, are you refusing to answer the questions? Because if you're refusing to answer the questions--"
ERIK: "I don't want you to call me back Charlotte. I did not spend any time in a nursing home in March or April of 2010. I was too busy in Don't Know."
CHARLOTTE: "What?"
ERIK: "No. No time in a nursing home."
CHARLOTTE: "Mr. Gordon, that was the last question. On behalf of the 2010 United States Census, thank you and have a good evening."
Sunday, June 20, 2010
Thursday, June 10, 2010
Tuesday, June 8, 2010
Liquid Liquid
Heard this track by Guru this morning:
Guru - Cave In
Which sampled Liquid Liquid's efforts from 1983 nicely:
Liquid Liquid - Cavern
Thursday, May 27, 2010
Monday, May 24, 2010
Milken: To China or Not to China ?
I've watched a few more Milken panels since the last post below, but this one on investing in China is a cracker!
I was going to post an article that was published in Advisor Intelligence: China Roundtable with Robert Horrocks and Vitaliy Katsenelson. A good article that has a well-known and knowledgeable China bear (Katsenelson) arguing the merits of China investment with his bullish counterparty, Horrocks.
But, this Milken panel on China investment is far more in depth and a must watch for any emerging markets investor. Most importantly it's entertaining - a star panel, where things kick right off and get pretty heated. Long, but well worth it. Have a watch here.
I was going to post an article that was published in Advisor Intelligence: China Roundtable with Robert Horrocks and Vitaliy Katsenelson. A good article that has a well-known and knowledgeable China bear (Katsenelson) arguing the merits of China investment with his bullish counterparty, Horrocks.
But, this Milken panel on China investment is far more in depth and a must watch for any emerging markets investor. Most importantly it's entertaining - a star panel, where things kick right off and get pretty heated. Long, but well worth it. Have a watch here.
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