Managing Director at Briarcliff Capital
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I eat Big Data for breakfast. Half artist and half analyst, I’m an interpreter bringing creative and quantitative to pattern recognition and predictive analytics. Currently Managing Director at Briarcliff Capital, an agile research and consulting firm leveraging Big Data ...more



Latest Comments
Q1 GDP Crashes To 0.6%: Latest Atlanta Fed Estimate
8 years ago

Thanks Tyler Durden! I've been waiting for this day since Halloween to re-post "Top 27 Excuses for Horrible Q1 Economic Performance"

Markets At Risk As "Tepid, Uninspiring" G20 Proves Investor Hopes Were "Pure Fantasy"
8 years ago

Good article but GREAT picture - worthy of its own meme, and begging for subtitles of what Janet Yellen is thinking. I'll get us started... "It's Middle School all over again."

STEManifesto: Want To Fix Education And STEM Skills Gap? Give Up!
9 years ago

John: Thanks for adding your insightful perspective to this admittedly complex topic. You touch on some nuances which represent just how challenging this conversation can be. However, it is at times like this that the winning arguments stand - not on feelings - but on facts like these:

"According to the U.S. Department of Commerce’s Economics and Statistics Administration, growth in STEM jobs was three times greater than that of non-STEM jobs over the past decade. 71 percent of all jobs in the United States will require STEM skills by 2018 and, today, there is one unemployed STEM worker for every two STEM job openings."

So, when 71% of ALL jobs in the U.S. will require STEM skills within 3 years, it doesn't take a mathematician to figure out where our educational priorities should be. My position is that we focus on tackling this big "solvable" problem first, and then take aim at the smaller - yet very real - issues you mention. Who knows, if we do it right, maybe STEM grads will perfect a robot to brew those beverages for you!

Robots About To Take Away 18 Million German Jobs, 59 Percent Of Germany's Work Force?
9 years ago

Great research and a timely article. In my 2012 book "Specialist Nation: A Survival Guide for America," I discuss the impact of robots, and introduce the concept of the "Productivity Dividend" - concluding that whether machines are viewed as "good" or "bad" depends on how the world invests the millions of suddenly available human resources.

In this article: EWG
How The New Flexible Economy Is Making Workers’ Lives Hell
9 years ago

Robert: Another brilliant insightful "hidden in plain sight" article. I've often grappled with the notion of juxtaposing the American consumers' 30-year mortgage with a flexible work environment which doesn't even provide 30 minutes of certainty. And you wonder why home ownership rates have cratered...

The Volatility / Quantitative Easing Dance Of Doom
9 years ago

Excellent piece of word art! Elegant, insightful, and riddled with relevant metaphorical references from the Torah to the Titanic. Great mix of style and substance, and the spectacle that is financial theater.

In this article: FXE, UUP, JPM, GREK
Culture Wars: ECB Kicks Greek Yogurt Out Of EU
9 years ago

Thanks Farah. I guess I've got a word with ways...

In this article: GREK
Ruby Tuesday: The Stupid Simple Reason Chipotle Keeps Eating Their Lunch
9 years ago

Wendell: Thanks for your feedback, and yes, I have purposely "vastly oversimplified" this equation - that was my intent, starting with the title "..Super Simple Reason..." Intelligent investors often over-think or over-look the obvious, namely that Americans will continue to act in their own best interest and continue to seek out the best of both worlds (price AND product) - and currently Chipotle is giving it to them. Yes, Chipotle does offer sit-down options, but their meteoric rise shows that consumers place a higher value on "being their own waiter" and tip themselves - rather than put that 15-25% tip in someone else's pocket. Best, Doug

In this article: CMG, RT
Ruby Tuesday: The Stupid Simple Reason Chipotle Keeps Eating Their Lunch
9 years ago

Thanks Ryan. Like I always say, "Don't listen to what consumers say, listen to what they DO." Wallets don't lie. Best, Doug

In this article: CMG, RT
The Dirtiest Word In Startups
9 years ago

Iqbal - I 100% agree! The ideal scenario seems to be either start a firm on college (as mentioned in the article) or moonlight (while keeping your day job) until you have a proven revenue model. Thanks, Doug

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