(Monk = série da TV de 2002 sobre um ex-detetive muito inteligente, mas com TOC) (Vale a pena)
10 abril 2020
Rir é o melhor remédio
(Monk = série da TV de 2002 sobre um ex-detetive muito inteligente, mas com TOC) (Vale a pena)
09 abril 2020
Taleb, Covid-19 e o retorno de 3.600%
A tail-risk hedge fund advised by Nassim Taleb, author of “The Black Swan,” returned 3,612% in March, paying off massively for clients who invested in it as protection against a plunge in stock prices.
The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter from President and Chief Investment Officer Mark Spitznagel that was obtained by Bloomberg. He said Universa was able to cash in many of its positions, locking in the gains, while also keeping in place protection against more equity sell-offs, “one of the tricks of the trade.”
“Looking ahead, the world remains very much trapped in the mother of all global financial bubbles,” Spitznagel, 49, wrote. “It’s the systemic vulnerabilities created by this unprecedented central-bank-fueled bubble, and the crazy, naive risk-taking and leverage that accompanies it, that makes this pandemic so potentially destructive to the financial markets and the economy.”
Fonte: aqui
The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter from President and Chief Investment Officer Mark Spitznagel that was obtained by Bloomberg. He said Universa was able to cash in many of its positions, locking in the gains, while also keeping in place protection against more equity sell-offs, “one of the tricks of the trade.”
[..]
Fonte: aqui
Efeito de TI na produção de informações: o sistema EDGAR
Resumo:
Modern information technologies have fundamentally changed how information is disseminated in Önancial markets. Using the staggered implementation of the EDGAR system in 1993ñ1996 as a shock to information dissemination technologies, we Önd evidence that internet dissemination of corporate information increases information production by corporate outsiders. SpeciÖcally, trades by individual investors in a stock become more informative about future stock returns after the stock becomes subject to mandatory Öling on EDGAR. This e§ect is driven primarily by investors who have access to the internet. The amount and accuracy of information produced by sell-side analysts increase following the EDGAR implementation. Market responses to analyst revisions also become stronger after a Örm becomes an EDGAR Öler. Furthermore, stock pricing e¢ ciency improves after the EDGAR implementation. Overall, these results suggest that greater and broader information dissemination facilitated by modern information technologies improves information production and stock pricing e¢ ciency.
Fonte: “Informing the Market: The Effect of Modern Information Technologies on Information Production,” with Meng Gao, 2020, Review of Financial Studies 33, 1367–1411
Modern information technologies have fundamentally changed how information is disseminated in Önancial markets. Using the staggered implementation of the EDGAR system in 1993ñ1996 as a shock to information dissemination technologies, we Önd evidence that internet dissemination of corporate information increases information production by corporate outsiders. SpeciÖcally, trades by individual investors in a stock become more informative about future stock returns after the stock becomes subject to mandatory Öling on EDGAR. This e§ect is driven primarily by investors who have access to the internet. The amount and accuracy of information produced by sell-side analysts increase following the EDGAR implementation. Market responses to analyst revisions also become stronger after a Örm becomes an EDGAR Öler. Furthermore, stock pricing e¢ ciency improves after the EDGAR implementation. Overall, these results suggest that greater and broader information dissemination facilitated by modern information technologies improves information production and stock pricing e¢ ciency.
Fonte: “Informing the Market: The Effect of Modern Information Technologies on Information Production,” with Meng Gao, 2020, Review of Financial Studies 33, 1367–1411
Estratégia de baixo custo no combate ao Covid
O Vietnam parece ser um caso de sucesso de política pública no combate ao Covid-19. Os resultados são relevantes, como mostra a linha de baixo do gráfico:
Tightened border controls, agile health departments, tech platforms, and a hand-washing song that went viral have added up to a frugal but highly effective response to the threat of COVID-19. The country's success provides a model that other developing an emerging economies should follow.
A música Ghen Cô Vy tem 32 milhões de visualizações e chegou a aparecer no programa John Oliver
Uma versão em inglês da música está aqui
Tightened border controls, agile health departments, tech platforms, and a hand-washing song that went viral have added up to a frugal but highly effective response to the threat of COVID-19. The country's success provides a model that other developing an emerging economies should follow.
A música Ghen Cô Vy tem 32 milhões de visualizações e chegou a aparecer no programa John Oliver
Uma versão em inglês da música está aqui
Uso da internet e o Covid
No The Conversation um longo artigo (com muitos links) sobre a pornografia e o momento atual.Aqui um texto sobre o Google Trends e o Covid
Rir é o melhor remédio
Uma coleção de imagens, colocando o ator/personagem nos dias 1o. de março versus 1o. de abril. Ou seja, antes e depois do Covid-19. Eis uma amostra:
Mais aqui
08 abril 2020
Clóvis Padoveze
Com grande pesar, comunicamos o falecimento do Prof. Clóvis Luís Padovese, professor do Programa de Pós-Graduação Stricto Sensu em Administração da Unimep. O enterro ocorrerá hoje (08/04/2020) às 15:30 no cemitério Campo da Ressurreição, em Santa Bárbara D´Oeste.
O falecimento decorreu de uma tragédia doméstica. Ele tinha um dos livros de custos mais usados no Brasil.
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