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8 Key Takeaways From Wunderman Thompson’s Into the Metaverse 1. As more people spend time online, digital third spaces are becoming the new hangouts, What do Animal Crossing, Sea of Thieves and Fortnite have in common with a coffee shop? Increasingly, they’re all places to meet and socialize Takeaway Increasingly monetization also takes place online […]
31 Key Takeaways From The Metaverse Primer In late June venture capitalist Matthew Ball wrote an epic 9 part primer on the Metaverse. It’s taken me since then to totally unpack his insights and try to incorporate them into my world view. Below are my key takeaways. Full notes these takeaways are pulled from. Lightly edited […]
22 Lessons Learned Upside Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes As another round of fiscal stimulus makes its way through Congress. Jesse Livermore’s research on Fiscal Policy Regime Change may be more timely now than when it was first published by OSAM back in September. In Upside-Down Markets: Profits, Inflation […]
6 Lessons Learned Tidy Data Understanding how to work with data is becoming a critical skill for success in an increasingly expansive number of occupations. In Tidy Data Hadley Wickham outlines a series of principles those working with data can employ to do so more effectively. Original notes these lessons are from. 1. Tidy Data […]
by Hadley Wickham White paper these notes are from. p.1 Tidy datasets are easy to manipulate, model and visualise, and have a speci c structure each variable is a column, each observation is a row, and each type of observational unit is a table. This framework makes it easy to tidy messy datasets because only a […]
Top Private Equity Managers are the Only Ones Likely to Achieve Return Expectations Plus 4 More Lessons Learned From Public to Private Equity in the United States: A Long-Term Look The last 25 years have seen a shift in US Equity market structure. Companies are staying private longer because capital is more readily available. Capital […]
By Michael J. Mauboussin and Dan Callahan, CFA August 4, 2020 Consilient Observor these notes are taken from. P. 17 the mix of tangible and intangible investments has changed over the last 40 years. In the late 1970s tangible investments were nearly double those of intangible investments. Today, intangible investments are one-and-a-half times larger than […]
How You Can Still Take Advantage of the Student Loan Provisions in the CARES Act On Friday, March 27th, Congress passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security Act more commonly known as CARES. Emergency legislation intended to provide economic relief from the coronavirus outbreak. The CARES Act included […]
Take These 8 Steps Now As the economy reopens and cases spike. It’s time to prepare for the potential of restrictions returning with cold and flu season approaching. Adding additional strain to the medical system and an increased chance of reduced mobility from more frequent and intense viral outbreaks. Step 1 Stock up don’t horde. […]
You’re Welcome La-Z-Boy I updated my personal spending analysis for July. Interested to see how trends are evolving as my family settles into life after COVID. Lifestyle changes reflect categories that were down or up from increased time spent at home quarantining. Substitutions reflect categories were spending in one category increased, it could take place […]