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September 30, 2005
Housing Map
Housing Maps
the criagslist - googlemap mash up.
See also housing maps by census.
via
link paul k @inf greed
Posted by omor at 01:30 PM | Comments (0)
September 29, 2005
Blame Dick, but not for Indentity
ex-Hip, ex Active Perl guy Dick Hartd now chases marrying privacy
and convenience in a single sign on.
And he appreciates fine cars, travel, and wine.
An excellent presentation at O'Reilly's Open Source 2005.
Posted by omor at 06:05 PM | Comments (0)
September 28, 2005
Bond Talk
Bond Talk and commentary.
Delayed publication by four weeks for non-subscribers.
Posted by omor at 12:59 AM | Comments (0)
September 27, 2005
Beldar Law Review
Beldar's legal review.
On Eliot Spitzer:
Whose job, as he views it, is to use the power of the State of New
York to enforce not "the law per se," but ... well, whatever he office whatever his keen insight perceives as being
damn well pleases whatever he thinks will get him elected to his next
target
within that broader, unwritten social compact. (Or maybe its
penumbras and eminations.)
Posted by omor at 02:21 AM | Comments (0)
September 26, 2005
techdirt
techdirt is the thinking man's Slashdot. Better editing, thoughtful
exposition, all in the lead paragraph.
Previously: Alterslash is literally a better Slashdot.
Posted by omor at 11:19 PM | Comments (0)
September 25, 2005
The Greenspan Put
Tightening aimed (indirectly, of course!) at asset bubbles will be
reversed, big time, if and when those bubbles pop.
This is the Greenspan Put !
-- Paul McCulley.
As explained at Pimco:
Put more technically, the value of the Greenspan Put will rise
exponentially if the curve inverts, while the cost of "buying"
that Put will actually become negative: in an inverted curve,
a duration-equal barbell of cash and long bonds yields more than
a bulleted portfolio. Such is the weirdness of an inverted curve:
the less volatile, convex barbell structure actually yields more
than the more volatile, less convex bullet. Rather than paying
for insurance, you get paid for taking it!
Posted by omor at 12:07 PM | Comments (0)
September 24, 2005
Chief Justice Roberts
Roberts purports to rock: offers lawyer jokes
and doubts Michael Jackson.
Posted by omor at 08:44 PM | Comments (0)
September 23, 2005
Housing, constant quality index
macroblog looks at Shiller's claims of a housing bubble is about
about to burst.
Is the increase in housing indexes due to bigger, better houses,
or an genuine increase in the overall housing market ?
Housing price vs housing quality, now with quality control.
Posted by omor at 08:40 PM | Comments (0)
September 22, 2005
bubblemeter
bubblemeter / David Jackson: yet another housing bubble blog.
Posted by omor at 10:19 PM | Comments (0)
September 21, 2005
Tire sale for MINI Cooper
Various MINI Cooper-sized tires available:
Kumho Ecsta v700 205-45-16 30 % tread left
$50 on ebay.
Listings: Solo2, northamericanmotoring, sccaforums.
Yokohama AVS intermediate
195-60-15
2 with 60 % tread; 2 with 30 % tread
$50 solo2, northamericanmotoring
Listings:
Solo2.org
Posted by omor at 02:48 AM | Comments (0)
September 20, 2005
local froth and bubbles in housing
Housing bubble trackers proliferate: here's six more.
NY housing bubble, NY
Jersey Shore, NJ
Boston, MA
San Diego, CA
Seattle, WA
Marin, CA
Posted by omor at 08:25 PM | Comments (0)
September 19, 2005
Rumsfeld speaks
Well, you know, you have to remember that in every war, a battle plan
doesn't survive first contact with the enemy. This is in history. Why?
Because the enemy has a brain and they're constantly adapting, so we're
constantly adapting. Every time there's an adaptation, someone says,
"Oh, there's a mistake." It isn't a mistake. It's just reality. ...
Posted by omor at 07:15 PM | Comments (0)
September 18, 2005
Brad Sester
Brad Sester's blog-portal of international and macro-economy.
Posted by omor at 12:24 AM | Comments (0)
September 17, 2005
political theory
politicaltheory offers a potpourri of headlines, from MSM, and think magazines.
Minimalist design.
Posted by omor at 12:00 AM | Comments (0)
September 16, 2005
American Banker
Free headlines, subscriber-only content: *.
Posted by omor at 08:01 PM | Comments (0)
September 15, 2005
HeyMath
The HeyMath platform includes an online repository of questions,
indexed by concept and grade, so teachers can save time in devising
homework and tests. Because HeyMath material is accompanied by
animated lessons that students can do on their own online, it
provides for a lot of self-learning. Indeed, HeyMath, which has been
adopted by 35 of Singapore's 165 schools, also provides an online
tutor, based in India, to answer questions from students stuck on
homework.
[via NYT]
Posted by omor at 03:29 PM | Comments (0)
September 14, 2005
Altamont Press' RailRoad News
Altamont Press' RailRoad News and foamers' discussion.
History and trainspotting, mainline freight and commuter trains.
Posted by omor at 07:55 PM | Comments (0)
September 13, 2005
Cunning Realist
Cunning Realist newsy commentary. Examples: risk transfer and social security reform *,
New Orleans flood Reality ** (vs AS's version, Hit and Run's version).
Posted by omor at 08:51 PM | Comments (0)
September 12, 2005
Seeking Alpha
Seeking Alpha neatly ontologized money science into
* Exchange-Traded Funds (ETFs)
* Market Commentary
* China Investing
* Media Investing
* Digital Media Investing
* Stock Market Blogs
* Economics Blogs
* Venture Capital Blogs
* Personal Finance Blogs
and brings me Herb Morgan, Chief Investment Officer of Efficient Market
Advisors, on The Problem With Vanguard ETFs.
Posted by omor at 11:01 PM | Comments (0)
September 11, 2005
Roubini Global Economics
Roubini Global Economics Monitor:
Hedge funds: Measuring hedge funds' risk
Posted by omor at 05:31 PM | Comments (0)
September 10, 2005
Volatility vs Liquidity
Traditionally, economists have thought that big up-and-down
fluctuations in returns indicated risky investments, so many hedge
fund investors have hoped to see a pattern of smooth and even returns.
Andrew Lo quickly saw that lots of hedge funds were posting returns
that were just too smooth to be realistic. Digging deeper, he found
that funds with hard-to-appraise, illiquid investments - like real
estate or esoteric interest rate swaps - showed returns that were
particularly even. In those cases, he concluded, managers had no way
to measure their fluctuations, and simply assumed that their value was
going up steadily. The problem, unfortunately, is that those are
exactly the kinds of investments that can be subject to big losses in
a crisis. In 1998, investors retreated en masse from such investments.
Mr. Lo came to a disturbing conclusion: that smooth returns,
far from proving that hedge funds are safe, may be a warning
sign for the industry.
[NYT]
Posted by omor at 10:54 AM | Comments (0)
September 09, 2005
The Stalwart / Joseph Weisenthal
The Stalwart's interesting business coverage, such as:
What's Really Wrong With Dell ?
Also a real estate analysis.
Posted by omor at 12:39 PM | Comments (0)
September 08, 2005
Hospital Length of Stay: Mean or Median Regression
Length of stay (LOS) is an important measure of hospital activity and
health care utilization, but its empirical distribution is often
positively skewed.
Median regression appears to be a suitable alternative to analyze
the clustered and positively skewed LOS, without transforming and
trimming the data arbitrarily.
Objective. This study reviews the mean and median regression
approaches for analyzing LOS, which have implications for service
planning, resource allocation, and bed utilization.
Methods. The two approaches are applied to analyze hospital discharge
data on cesarean delivery. Both models adjust for patient and
health-related characteristics, and for the dependency of LOS outcomes
nested within hospitals. The estimation methods are also compared in a
simulation study.
Results. For the empirical application, the mean regression results
are somewhat sensitive to the magnitude of trimming chosen. The
identified factors from median regression, namely number of diagnoses,
number of procedures, and payment classification, are robust to
high-LOS outliers. The simulation experiment shows that median
regression can outperform mean regression even when the response
variable is moderately positively skewed.
Conclusion. Median regression appears to be a suitable alternative to
analyze the clustered and positively skewed LOS, without transforming
and trimming the data arbitrarily.
Analyzing Hospital Length of Stay: Mean or Median Regression ?
Medical Care. 41(5):681-686, May 2003.
Lee, Andy H.; Fung, Wing K.; Fu, Bo
[**]
Posted by omor at 03:07 PM | Comments (0)
September 07, 2005
Daniel Gross
Daniel Gross, economic commentator, is consumer-centric
and a left-leaning fact checker
Posted by omor at 12:37 AM | Comments (0)
September 06, 2005
Mimi in New York
Mimi in New York is a bitter trustafarian flirt.
Posted by omor at 01:02 PM | Comments (0)
September 05, 2005
Find Articles
findarticles is the poor man's Lexis/Nexis.
Can't find it there ? Try MozBot instead.
Posted by omor at 10:49 PM | Comments (0)
September 04, 2005
Lyn Nofziger
Lyn Nofziger posts crusty musings.
Posted by omor at 04:30 PM | Comments (0)
September 03, 2005
Track home builders stock
Track home builders' stock.
Toll Brothers Inc. (TOL)
KB Home (KBH)
Pulte Homes Inc. (PHM)
DR Horton Inc. (DHI)
KB Home (KBH)
Hovnanian Enterprises Inc. (HOV)
Posted by omor at 08:04 PM | Comments (0)
September 02, 2005
Margin Call
New read Margin Call.
Posted by omor at 12:54 PM | Comments (0)
September 01, 2005
LIBOR rate history
LIBOR (London Inter-Bank Offered Rate) is based on rates that
contributor banks in London offer each other for inter-bank
deposits.
From a bank's perspective, deposits are simply funds that are
loaned to them. So in effect, a LIBOR is a rate at which a
fellow London bank can borrow money from other banks. Rate
calculations incorporate variables such as time, maturity
and currency rates. There are hundreds of LIBOR rates reported
each month in numerous currencies.
Examples: the 1 Year LIBOR as published monthly by Fannie
Mae: rate history.
Posted by omor at 11:59 AM | Comments (0)