Author Archives: amol

About amol

Founder, builder, philosopher.

“Everything is on the table”

Secretary Bessent: China’s calculations: The trade imbalance is three things not one: What if China thinks like Bessent? WSJ itemizes: https://apple.news/A3hoE1j4ySpOPyYTqYEXflA

“Everything is on the table”

Secretary Bessent: China’s calculations: The trade imbalance is three things not one: What if China thinks like Bessent? WSJ itemizes: https://apple.news/A3hoE1j4ySpOPyYTqYEXflA

+10% yesterday. What happened after the last up 11% day?

In October 2008, the New York stock market experienced extreme volatility and sharp declines, deepening the financial crisis triggered by the Lehman Brothers collapse in mid-September. Key developments: • October 6–10: Worst week in Dow history at the time (down

+10% yesterday. What happened after the last up 11% day?

In October 2008, the New York stock market experienced extreme volatility and sharp declines, deepening the financial crisis triggered by the Lehman Brothers collapse in mid-September. Key developments: • October 6–10: Worst week in Dow history at the time (down

Outsourcing and offshoring: profits vs. jobs

Apple (US) makes $520 in profit per iPhone, paying its mostly US staff $12 per iPhone (for 15 minutes of work, i.e. all the HQ work divided by all the phones). The top supplier companies (all Asia) make $41, and

Outsourcing and offshoring: profits vs. jobs

Apple (US) makes $520 in profit per iPhone, paying its mostly US staff $12 per iPhone (for 15 minutes of work, i.e. all the HQ work divided by all the phones). The top supplier companies (all Asia) make $41, and

Why have universities?

That’s Richard Hofstadter, speaking in 1968, here. And his most famous book; well, one of them.

Why have universities?

That’s Richard Hofstadter, speaking in 1968, here. And his most famous book; well, one of them.

What’s it like before a crash?

Paul Krugman, writing in March 2007 — he actually wrote it as if he was looking back a year later. Plus here are about 10 other snippets from 2007. (The “real” crash was Lehman, Sep 2008…). In them you see

What’s it like before a crash?

Paul Krugman, writing in March 2007 — he actually wrote it as if he was looking back a year later. Plus here are about 10 other snippets from 2007. (The “real” crash was Lehman, Sep 2008…). In them you see

What happens after a market rout, sometimes, eg 2020, 2008, 2000-1, but not 2022, 2019, 2015, 1987

Sometimes it’s just a flash crash. Other times it’s a crash crash. And in those case here are things that happen (keep an eye out): Busted deals Cash preservation  Blowups If it’s a real recession that follows (it would given

What happens after a market rout, sometimes, eg 2020, 2008, 2000-1, but not 2022, 2019, 2015, 1987

Sometimes it’s just a flash crash. Other times it’s a crash crash. And in those case here are things that happen (keep an eye out): Busted deals Cash preservation  Blowups If it’s a real recession that follows (it would given

Right Wing Elites Against the Tariffs

First signs that the coalition isn’t happy (though they seemed AOK with geopolitics, immigration and social moves): Charles Koch – lawsuit Dan Loeb – deleted tweet “It was fun while it lasted” Musk – said: hoping they are eliminated Ben

Right Wing Elites Against the Tariffs

First signs that the coalition isn’t happy (though they seemed AOK with geopolitics, immigration and social moves): Charles Koch – lawsuit Dan Loeb – deleted tweet “It was fun while it lasted” Musk – said: hoping they are eliminated Ben

Don’t worry. Products-as-a-service

Tariffs are on stuff. Not the software license. Prepare for subscription forklifts and oil tankers and toaster ovens.

Don’t worry. Products-as-a-service

Tariffs are on stuff. Not the software license. Prepare for subscription forklifts and oil tankers and toaster ovens.

What is the approximate Jewish student population at each of the Ivies?

As of recent estimates, the approximate percentages of Jewish undergraduate students at Ivy League schools are: • Brown University: 23.9% • Columbia University: 22.5% • Cornell University: 15.6% • Harvard University: 9.9% • Princeton University: 9.6% • Dartmouth College: 8.8%

What is the approximate Jewish student population at each of the Ivies?

As of recent estimates, the approximate percentages of Jewish undergraduate students at Ivy League schools are: • Brown University: 23.9% • Columbia University: 22.5% • Cornell University: 15.6% • Harvard University: 9.9% • Princeton University: 9.6% • Dartmouth College: 8.8%