Silicon Moon

About startups, technology and life in Silicon Valley

Monday, July 12, 2021

Michael Burry's BIG Bet On Inflation (The Big Short 2.0?)

Posted by bernardmoon at 1:36 AM

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Blog Archive

NOTABLE ENTRIES

Tech Articles
my first 8 months down the rabbit hole of venture capital (venturebeat)
(05/10/2014)
5 big changes we’ll see this year, starting with new messaging from facebook (venturebeat)
(01/08/2014)
sparklabs founder talks about korea’s new generation of startups and his accelerator’s third batch of teams (techinasia)
(12/09/2013)
zuora’s whopping round shows the subscription economy is here to stay (venturebeat)
(09/05/2013)
korea: land of the morning calm and global innovation (yourstory)
(08/26/2013)
in the hotseat with bernard moon, founder of sparklabs and vidQuik (tigerstartups)
(01/15/2013)
4 signs that your startup is ready to pivot (venturebeat)
(01/11/2013)
2013 predictions, gangnam style; or, don’t call it a comeback (venturebeat)
(01/01/2013)
qik founder’s story: taking mobile video out of the garage and putting It Into the hands of skype (techcrunch)
(11/3/2012)
the ribbit rollercoaster: a founder's story from concept to $105m exit (techcrunch)
(07/21/2012)
why mobile video startups are driving changes (strategyeye)
(04/16/2012)
why 'mid-core' games are the future of social gaming (strategyeye)
(02/10/2012)
2012 predictions: it's doom & gloom for amazon, rim, and zynga (venturebeat)
(12/27/2011)
billion dollar brothers: entrepreneurial lessons from the duo behind ‘guitar hero’ (mashable)
(11/22/2011)
the coming ubiquity of video communications (readwriteweb)
(10/20/2011)
google+ first impressions: my big three takeaways (venturebeat)
(6/30/2011)
tech draft 2011: after their IPO (part ii) (technorati)
(6/22/2011)
tech draft 2011: after their IPO, who are the pretenders and the real deals? (technorati)
(6/21/2011)
what is the math gender stereotype doing to silicon valley innovation? (readwriteweb)
(5/20/2011)
groupon will become the sarah palin of tech, and other predictions for 2011 (venturebeat)
(1/7/2011)
are q&a startups a threat to google? (venturebeat)
(10/30/2010)
tech trends for 2010 — a netscape moment coming up (venturebeat)
(12/28/2009)
4 emerging trends of the real-time web (mashable)
(10/29/2009)
sustainability: The ‘must have’ holy grail (venturebeat)
(10/26/2009)
is your product a “must have” or “nice to have”? (venturebeat)
(10/13/2009)
startup fundraising 101 (venturebeat)
(07/08/2009)
twitter spam: 3 ways scammers are filling twitter with junk (mashable)
(06/15/2009)
tech trends for 2009 — this time global (venturebeat)
(12/24/2008)
stem cells 101: adult, embryonic, and exploitation
(11/15/2008)
want to be the next google? create enduring values (venturebeat)
(09/17/2008)
google’s lively: another ‘what if’ at google? (mashable)
(07/18/2008)
twitter, tina fey, and the future of micro-blogging (mashable)
(05/15/2008)
coming soon: nontrepreneur nation (private equity hub)
(04/21/2008)
u.s. tech trends for 2008 (venturebeat)
(12/20/2007)
life after facebook, and the coming "dark period" (venturebeat)
(10/4/2007)
funny or die — and the challenge to the long tail (venturebeat)
(05/10/2007)
forget the long tail! (alwayson)
(03/21/2006)
2084 (alwayson)
(11/02/2005)
open it up, new york times, chicago tribune, san francisco chronicle! (alwayson)
(06/07/2005)
staring down the digital divide (alwayson)
(06/08/2005)
2005 world series of poker... tech style (alwayson)
(03/30/2005)
rss: real simple syndication or really saturated space? (alwayson)
(02/10/2005)
blogosphere: lost in translation? (alwayson)
(02/10/2005)
diamonds in the rough at redmond (alwayson)
(02/10/2005)
it's a wiki wiki world (alwayson)
(02/03/2005)
where technology is ubiquitous, opportunity abounds (alwayson)
(01/12/2005)
watch out, traditional media! (alwayson)
(12/23/2004)

Tech & Entrepreneurship
co-founder myth = false prophesy of entrepreneurship
(08/23/2010)
when does it make sense to bootstrap a start-up?
(05/18/2010)
how do you know when to fold your startup?
(04/08/2008)
being a startup advisor... early stage niche
(01/09/2008)
unhappy millionaires... how much is enough?
(09/05/2007)
building an advisory board for your startup
(02/15/2006)
building the perfect team (alwayson)
(08/17/2005)
power of the long tail
(12/14/2004)
skype... p2p telephony & a very cool company
(2/13/2004)
poor george glider is right
(2/9/2004)
it's not the deficit stupid!... tech is the primary driver for growth
(12/02/2003)
immature venture capital industry in asia
(9/29/2003)
boom time memories... masayoshi son was the man
(7/1/2003)

Management & Personal Development
google.org, the new model for nonprofits?
(11/06/2008)
clueless bosses (insidework)
(9/10/2008)
keeping your ethics afloat for the next generation (insidework)
(7/29/2008)
keeping your ethics afloat in unfriendly waters (insidework)
(7/24/2008)
communicating to connect, part 2 (insidework)
(7/15/2008)
communicating to connect (insidework)
(7/3/2008)
what are you listening for? (insidework)
(6/23/2008)
hiring right (insidework)
(6/17/2008)
building relationships and influence (insidework)
(5/28/2008)
building the perfect team (alwayson)
(08/17/2005)
art of asking questions
(9/18/2003)

Politics
tearing down the walls of confucianism (ohmynews)
(03/06/2008)
mr. roh, save our land (ohmynews)
(09/09/2005)
a lesson for the liberal elite (boston globe)
(11/30/2004)

Social Commentary
a culture of envy is supplanting the american dream (yahoo! voices)
(9/23/2012)
loss of posterity in america (insidework)
(1/12/2009)
generalizations of east asians
(5/16/2004)
sports is the great equalizer and unifer
(4/20/2004)
defining wisdom... age is the lesser factor
(10/18/2003)
living together before marriage
(8/25/2003)
friendships, relationships, people in life...
(7/7/2003)
sugar mommas
(6/13/2003)
need for laws and enforcement
(4/10/2003)
old shaq issue
(4/2/2003)

Faith & Religion
genesis: the universe’s first startup
(3/9/2012)
having faith like a child does not mean thinking like a child
(10/30/2011)
success to significance? not a message for future generations (insidework)
(08/13/2010)
what motivates your heart? (insidework)
(03/12/2010)
at $347,000 per baptism maybe it’s time to rethink church (insidework)
(03/16/2009)
cultural cocktails: biblical faith and work with a splash of eastern and western philosophies (insidework)
(01/26/2009)
the value of solitude (insidework)
(10/29/2008)
wallstreet ignored the world of uncertainty (insidework)
(9/26/2008)
can you wait on god? (insidework)
(8/28/2008)
is your work less valuable? (insidework)
(8/07/2008)
the bubble generation... a view on christian faith
(6/19/2008)
letter to an atheist nation
(1/22/2007)
bill joy's apocalyptic vision, determinism, and commonality with stephen hawking
(07/22/2005)
creationism & christmas
(12/23/2004)
the passion of the christ misunderstood
(2/20/2004)
christian's view of homosexuality
(1/13/2004)
is man determined or free? (thoughts from 'the matrix: reloaded')
(8/18/2003)
destructive christianity
(5/3/2003)

Randoms
more 25 random things about me
(2/8/2009)
25 random things about me
(2/2/2009)
ode to mcdonald's
(8/17/2008)
kobe vs mj? please.
(6/15/2008)
ode to bacon
(8/13/2003)
big guys... eating stories iv
(7/27/2003)
big guys... eating stories i
(4/2/2003)

NOTABLE QUOTES
"All that is necessary for the triumph of evil is for good men to do nothing." - Edmund Burke

"Shall I tell you the secret of the true scholar? It is this: Every man I meet is my master in some point, and in that I learn of him." - Ralph Waldo Emerson

"Never grow a wishbone where your backbone ought to be." - Clementine Paddleford

"There is no use in trying," she said. "I daresay you haven't had much practice," said the Queen. "When I was your age, I always did it for half-an-hour a day. Why sometimes I've believed as many as six impossible things before breakfast." - Lewis Carroll

"You cannot go on explaining away things over forever or you will find that you have explained even explanation itself away. You cannot go on seeing through things forever because the whole point of seeing through something is to see something else through it." - C.S Lewis

"This telephone has too many shortcomings to be seriously considered as a means of communication. The device is inherently of no value to us." - Western Union internal memo, 1876

"You cannot hope to build a better world without improving the individual. To that end each of us must work for his own improvement, and at the same time share a general responsibility for all humanity, our particular duty being to aid those to whom we think we can be most useful." - Marie Curie

"One cannot step into the same river twice." - Heraclitus

"The death of democracy is not likely to be an assassination from ambush. It will be a slow extinction from apathy, indifference and undernourishment." - Robert Maynard Hutchins

"We are moving away from the old idea of leadership -- leadership has less to do (now) with heroism. We don’t look for... unblemished omnipotent heroes, but leaders who are complex, dependent, changeable... We do not need one dominant authority structure telling all our inner voices to shut up..." - Walter Truett Anderson

"To know oneself is to know one’s [country]. It is also... paradoxically a form of exile from that world... to know oneself is, above all, to know what one lacks. It is to measure oneself against Truth, and not the other way around. The first product of self-knowledge is humility, and that virtue is not conspicuous in any national character." - Flannery O’Connor

"Men content themselves with the same words as other people use, as if the very sound necessarily carried the same meaning." - John Locke

"In order to thrive in a world of change and chaos, we will need to accept 'chaos' as an essential process by which natural systems, including organizations, renew and revitalize themselves." - Margaret Wheatley

"Politics is perhaps the only profession for which no preparation is thought necessary." - Robert Louis Stevenson

"We will be better and braver if we engage and inquire than if we indulge in the idle fancy that we already know - or that it is of no use seeking to know what we do not know." - Plato

"Man's mind stretched to a new idea never goes back to its original dimensions." - Oliver W. Holmes

"What you learn intellectually lies in the shallow pools among the wrinkles of your brain. What you learn through the skin of experience sinks deep into your roots." - Hank Taft

"In commanding us to glorify him, God is inviting us to enjoy him." - C.S. Lewis

"A society is judged by how it treats its least desirable people." - Anonymous

"People are always blaming circumstances for what they are. I don't believe in circumstances. The people who get on in this world are the people who get up and look for the circumstances they want, and if they can't find them, they make them." - George Bernard Shaw

"Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness, concerning all acts of initiative (and creation). There is one elementary truth the ignorance of which kills countless ideas and splendid plans: That the moment one definitely commits oneself, then providence moves too. All sorts of thing occur to help one that would never otherwise have occurred. A whole stream of events issues from the decision, raising in one's favor all manner of unforeseen incidents and meetings and material assistance which no man could have dreamed would have come his way. Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it. Begin it now." - Goethe

"Try? There is no try. There is only do or not do." - Yoda

"But for this Book (the Bible), we would not know right from wrong." - Abraham Lincoln

"This is the true joy in life, the being used for a purpose recognized by yourself as a mighty one; the being a force of nature instead of a feverish, selfish little clod of ailments and grievances complaining that the world will not devote itself to making you happy. I am of the opinion that my life belongs to the whole community and as long as I live it is my privilege to do for it whatever I can. I want to be thoroughly used up when I die, for the harder I work the more I live. I rejoice in life for its own sake. Life is no "brief candle" to me. It is a sort of splendid torch which I have got hold of for the moment, and I want to make it burn as brightly as possible before handing it on to the future generations." - George Bernard Shaw

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