Data Visualization

✒ There are no countries in which: (i) incomes are low; and (ii) children have a good chance to survive childhood.

✒ Algorithms are biased because humans are biased. Bias in, bias out.

✒ Key takeaways: Private equity deals have been getting more expensive over the past decade, as measured by EV/EBITDA Multiples are hitting higher double-digit figures, and 20% of buyouts in 2021 estimated to be priced above 20x valuation multiple Factors driving higher valuations are likely to be (i) stock market (public) has been priced and … Read More

✒ The “Buffett Indicator” shows that the market is currently 88% (2.9 standard deviations) above historical average, suggesting the market is strongly overvalued. Will this time be any different due to the ultra-low interest rates? The trend is your friend but history has been known to repeat (or rhyme) itself. This historically high ratio is … Read More

✒ Don’t get confused over stock names, it could be costly.

✒ Summary of top 10: Weapons of mass destruction    Infectious diseases Livelihood crises Asset bubble burst IT infrastructure breakdown Price instability Extreme weather events Commodity shocks Debt crises State collapse 

✒ Key takeaways: More than a third of Americans get news from Facebook regularly. Some social media platforms are more “newsy” — Twitter is used by 25% of American adults but over half of its users get news on the site regularly; YouTube, on the other hand, is widely used yet a smaller portion of … Read More

✒ What a year

✒ How do you spend your time?

✒ 1. Underestimation of the age of a typical Covid-19 victim. 2. Influence from politicians about the pandemic – taking cues from left-wing opinions. 3. Higher likelihood of being infected – more exposed by living in cities, socialising regularly. 4. More to lose – dying young lose more years of life than older folk.

✒ Every second counts.

✒ All you can eat.

✒ Google’s entire code base has two billion lines for all services, while human genome has 3,300 billion “lines” of code.

✒ “I agree.”

✒ If Covid-19 has spread faster than commonly thought, it must be less deadly.

✒ Keeping a clear mind is no easy task.

✒ Great visualisation of escaping the Covid-19 exponential growth.

✒ I wonder how many force majeure or MAC clauses will be triggered by this covid-19 pandemic.

✒ The market flipped into an alternate universe. What a week.

✒ Bad news for fixed income investors: global real interest rates have experienced an average annual decline of -1.96 bps throughout the past eight centuries.