Pablo Alonso Caprile

HBR’s AI View

HBR just published an interesting presentation on AI and its outlook: VL171006_AD

Dalio has been increasing his social media usage of late and he just posted an interesting take on how, in today’s world, social inequalities and the growing divide between rich and poor influences how we look at society and in particular how we use statistics. Ray Dalio’s ‘Our Biggest Economic, Social, and Political Issue TheContinueContinue reading “Dalio on Flawed Averaging”

Freakonomics

SYNOPSIS Author Steven Levitt, working with journalist Stephen Dubner, shows how economic theories can be used to analyze social issues. Each of the six essays explores a different theory or social issue, from cheating by sumo wrestlers to the economic organization of drug gangs. Along the way it addresses a series of questions such asContinueContinue reading “Freakonomics”

Hastings vs Tilson

Back and forth this past week between Netflix CEO Hastings and Kase Fund’s Tilson: Reed Hastings takes on Whitney Tilson My take: stay long.

Put your Money

Stunning chart published today by Deutsch Bank showing that the S&P 500 has gained 102% since pre-GFC peak. In contrast, Greek stocks are down 85%, whilst EU Banks take a 54% dip with Italy showing a 34% underperformance. Hindsight is obviously 20/20 but my god it was a smart move to stay long US equities!

Automation

In our factory clients here in South East Asia, automation is on everybody’s mind. Higher productivity, lower HR cost base, no unions and a sense of simplicity is an obvious driver for any factory owner. The drive towards higher margins is a constant concerns for owners and there are only a few places left inContinueContinue reading “Automation”

Segmenting

With the announcement yesterday that Google was continuing its drive in the hardware with the release of the Google Home Mini, the home-tech sector is continuing its development with the three tech giants having a push at each other. As with the fight between the iPad and the Kindle back in 2010, this is setting upContinueContinue reading “Segmenting”

El Procès

Given all the talk, images and videos circulating on the internet about the Catalan referendum, the ‘Hay Derecho’ blog published, prior to the now-infamous date, a long read on the political background, historical perspective and legality of the consultation. It is certainly worth a read. The Catalan Problem for Dummies by Hay Derecho and alsoContinueContinue reading “El Procès”

Balancing

Balancing work and home life is definitely a challenging aspect of everyone’s day. When to answer emails, when to take phone calls etc etc. Here at iCare Benefits, we have always tried to keep work life away from the our staff’s home. We have a rule where work emails, unless urgent and necessary, do notContinueContinue reading “Balancing”

Market Commentaries

30 Jan 2013 Gilts grinded higher ahead of the syndication today with people being squeezed out of their shorts, again outperforming bund by 30 ticks on the rally. This has been the main theme over the last week with investors left licking their wounds on the resilience of gilts. Elsewhere, there were rumours circulating inContinueContinue reading “Market Commentaries”