
David Merkel
@AlephBlog
The two main goals: teaching investors about better investing through risk control, and tying all of the markets into a coherent whole.
Potrebbero piacerti
In 2011, Petronas was warned its South Sudan oil wells may be causing congenital disease. Over a decade later, babies are still being born with serious deformities. bloomberg.com/features/2025-… One of the saddest tales you can read.
Japanese denim is cropping up on runways from Tokyo to Paris. But its future is in jeopardy as the industry struggles to replace a dwindling pool of master weavers bloomberg.com/news/features/… Skills get learned, but they can also get lost. Demographics make it hard to hire workers.
Just days after the latest crop of hyper-leveraged products tested the outer edges of regulatory tolerance, a new ETF proposal is doubling down — literally bloomberg.com/news/articles/… Creating new vehicles to help you lose money ever faster.
This Is How the AI Bubble Could Burst pod.wave.co/podcast/plain-… Open questions: which REITs and Life Insurance Companies finance the data center SPVs? Who makes Industrial Grade Air Conditioning?
Elon Musk Gambles on Sexy A.I. Companions nytimes.com/2025/10/06/tec… This had to happen; it was too easy. Worse stuff will follow, because it also is too easy.
The AI race is driving an energy Wild West that is reshaping American power. “We want as much flexibility in our power supply as we can get.” wsj.com/business/energ… If AI demand does not materialize, not only is infotech a short, so are utilities.
My Dinner at Travis Kelce’s New Restaurant Cost More Than My Monthly Electric Bill thecut.com/article/1587-p… Does not sound appealing.
Although there is no end in sight on Tuesday, here’s five ways this shutdown could end bloomberg.com/news/articles/… There is no significant incentive to make this end. Until enough people complain to their Congress Critters, this will not end.
Math class is a minefield this fall for teachers, who are going to extraordinary lengths to avoid uttering the two numbers that send teens into a frenzy. wsj.com/lifestyle/six-… We need Sam the Bald Eagle to say, "YOU ARE WEIRD!"
‘I’m going to pull out this freaking $100,000 nugget.’ A modern-day gold rush has amateurs grabbing their picks and ‘pay dirt’ buckets in search of the motherlode. wsj.com/lifestyle/gold… On average, you will make more money working at McDonalds. Easy riches deceives many.
More Evidence Emerges That One of Saturn’s Moons Could Harbor Life wired.com/story/more-evi… This is an intelligent version of stupid. As the article notes "these molecules can be formed abiotically as well.” Even if you find a few amino acids (unlikely), life is far more complex.
Silver swung near a record as an historic short squeeze in London and US-China trade tensions roiled the market, while gold set a new peak bloomberg.com/news/articles/… This doesn't look good
Overconfidence and other cognitive biases are raising the risk of war, says @andreaskluth bloomberg.com/opinion/articl… Too many power-hungry despots and their yes-men.
If you’ve spent a Saturday shouting from the sidelines, you’ve probably helped build Dick’s Sporting Goods’ $13B empire bloomberg.com/news/features/… If only parents put this much effort into teaching their children, the US would have bright prospects. Sports do more harm than good
New York and New England will get whipped by strong winds and heavy rain Sunday as a massive coastal storm rakes the East Coast from South Carolina northward. bloomberg.com/news/articles/… Slow news day
Washington’s dysfunction used to shock people. Now it’s background noise. It's not good that we’re learning to live with a government that doesn’t work, writes @McCloskeyAbby bloomberg.com/opinion/articl… Suggests that the shutdown is due to an internecine fight between Dems.
Haven't aced this in a while. Great game. Alphadots is pretty good as well.

The Intelligent Investor: Asset managers and financial advisers have concocted a zillion ways to disguise their fees. Congress wants to give them yet another wsj.com/finance/invest… Do your own research on the fund holdings, and if there are any BDCs, find out what their fees are
Jane Street is getting physical ft.com/content/f03af4… Getting closer to: "There are no more worlds left to conquer." Now to conquer physical commodities.
Ooni Volt 2 Indoor Electric Pizza Oven Review | WSJ Buy Side | wsj.com/buyside/home-p… Impressive, but I will never get one. Can't justify the expense; don't have room to store it.
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