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Author: gapthinking

Private Competition for Blockchain

April 11, 2018 gapthinking

CryptoCollapse [BitCoin from $20,000 USD in January to $7,000 in April] allows oxygen to reach the multitudes of potential BlockChain…

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Read more in: BlockChain, Disruption

Opening Leads in Bridge

April 10, 2018 gapthinking 1 Comment

The obvious:  there are three components to playing bridge – bidding to establish the contract, defence, and the play of…

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Read more in: Bridge, Personal

Bear Tracks?

April 6, 2018 gapthinking

By most (all?) historical parameters, global stock prices are unsustainably high! A brief history:  Between 1966 and 1982, stock markets…

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Read more in: Finance, Home

Imprinted Brains?

April 5, 2018 gapthinking

Two generations of investors have imprinted in their brains that interest rates are benign – they rise only occasionally and…

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Read more in: Finance

South China Sea

April 4, 2018 gapthinking

The United States Energy Information Administration has estimated that 11 billion barrels of oil and 190 trillion cubic feet of…

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Read more in: China

Nero Parallels?

April 1, 2018 gapthinking

Nero was Emperor of Rome for 13 years in the middle of the hundred year period that scholars generally agree…

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Read more in: Incubator

Everywhere Folly

March 29, 2018 gapthinking

Originally published at The Financial Pipeline “For an investor, the value of Tuchman’s The March of Folly lies in the…

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Read more in: Personal

Shatter Fragile

gapthinking

Beyond resilient and robust, Taleb proposes that Antifragility is the preferred quality in a crisis.  Adversity makes you stronger.  Resilience…

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Read more in: Home, Personal

Is it Just Possible?

March 28, 2018 gapthinking

An important idea in a lousy book, Taleb espouses “antifragility.  Fragile entities are most likely to shatter when confronted by…

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Read more in: Politics

“ALGO” Dangers

March 24, 2018 gapthinking

Mathematical models underlie an estimated $2 Trillion of structured products sold to investors desperate for higher returns than conventional debt…

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Read more in: Finance

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Bob Swan

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