Wednesday, October 15, 2008

Understanding Things

People often want fancy looking graphs that change with time. They want movement and activity. They want algorithms which analyze streams of data in real time and make decisions in microseconds.

Meanwhile I find that looking at one static 3d graph of net oil consumption/production for over a year now still doesn't get old. The more I look at it the more I understand about what's been going on in the world over the last 40 years.

Where is the long-term strategic thought? We all know that we have become a culture of sound bites and quick fixes. Now that is biting us in the ass. How are we supposed to "compete" with China when we're only worried about the next election cycle, and when our financial strategies are all based on shuffling risk and betting on never-ending growth, with ever-finer granularity?

Arkowitz

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