Frequency Analysis #10: Bottlenecks, building automation hack and Baltic unicorns
Here's a paper via Marginal Revolution and Alexander Berger by Ian Dew-Becker on Tail Risk in Production Networks. I'm obligated
Frequency Analysis #9: Casinos, IPOs and hacking woes
Sorry for the delay this week. I had an infection and getting out the piece on risk aversion (please do
Frequency Analysis #8: Risk controls, casino hacks and political leverage
It is often said about risk that the riskiest thing one can do is nothing at all. It is true
Frequency Analysis #7: Energy season, diverse disclosures and red teams
Over on the progress side of Tail Risk, we've made it to the cultural explanations of stagnation. Culture is a
Frequency Analysis #6: Feedback loops in finance and tech
"Nature abhors a vacuum," Aristotle postulated. It's the last weekend of unofficial summer and as kids return to school, finance
Frequency Analysis #5: Crashes, Cuts and Hacks
In 19th and early 20th centuries New York City two waves of immigration rapidly changed the city. Every decade from
Frequency Analysis #4: Spies in space, VT captives & more...
This week 's progress piece wrapped up the manmade causes of the Great Stagnation and took a lot out of
Frequency Analysis #3
There's a temptation in risk analysis to believe that, if you could just find a high fidelity signal, future risks
