The Data Dive
Agnes' Macro, Micro, Mind and Data share
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Nothing in life is as important as you think it is while you are thinking about it.
- Daniel Kahneman
1934 - 2024 RIP to one of the greatest thinkers of our time.
COMMODITIES
Cocoa at an all time high.
Meanwhile corn is not having such a great time.
Overall Commodities are depressed as we learn in Detecting Opportunities in Commodities
TECHNOLOGY
What is the value of a platform? The Age of Incumbents explores how technology advantages converge - a dynamic that will shape our next decade in technology.
MARKETS
With Index fund sizes at an all time high we are wondering where does edge come from: Decline of the Star Stockpicker: Investors pull $150bn from equity hedge funds
ENERGY
JP Morgan's Michael Cembalest published the best piece on Energy this year: Electravision: The Complicated Journey to an electrified future.
AI posing challenges to energy supply - Is nuclear becoming sexy again?
AI Data Center Energy Dilemma- Rat Race for AI Datacenter Space.
AFRICAN TECH
Fintech In Africa: A Thriving Opportunity FT Partners published their annual report
BUSINESS
Aswarth Damodaran asks: If Profitability will be the end game for Business? Data Update 5 for 2025.
DIGEST
Van Spina shares insights on the “Golden Age” of Private Credit. The Definitive History of Private Credit
Bryne Hobart in this article Exposed! Your Torrid Love Affair With Airline Fees shares in this compilation about the airline industry and how it is becoming a commodity product.
“Markets are mirrors. Look at them, and what's reflected back is the aggregate.”
“ Be Happy while you are living, you are a long time dead.”
~ (scottish proverb)
Berkshire Hathaway Letter 2023: The account of Charlie Munger, the architect of Berkshire Hathaway.