Where finance and media intersect with reality


Valuing Twitter as a giant zero-day exploit harvesting machine

Elon Musk wants to use a fairly crude sampling methodology (which draws on the wisdom of crowds) to reveal the true scale of bot penetration on Twitter. He seems to think that if he discovers that the rate is higher than Twitter has admitted to in public filings it could have a material adverse effect […]

Does the LNG glut change anything?

There’s an important story in the FT about the drop in UK gas prices resulting from massive LNG imports over the past couple of months. The authors note the additional volumes have come from the US, Qatar and Algeria. The story also carries this eyebrow raising chart: As a result of the above, the story […]