Archive for the ‘ Data ’ Category

What I’m reading: Social Network Stocks Meltdown; Will Facebook Feel the Heat? An Alliance With Cable Is Exactly What Netflix Needs To Survive, How Lobbyists Run Washington, Business intelligence industry trends, Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience

Image1. Social Network Stocks Meltdown; Will Facebook Feel the Heat? If the recent market volatility has you Jonesing to pick up a few shares of downtrodden social media stocks like Yelp, please take 5 minutes to watch this analysis from my favorite trader. Bonus: Barry breaks down Facebook’s dilemma on the timing of their IPO (hint: The exclusive insider shareholders are looking to cash out ASAP )

2. An Alliance With Cable Is Exactly What Netflix Needs To Survive – An interesting take on a note I hit earlier with my prediction (hope?) that Apple’s imminent television product revolution would kill cable. I think I have too much emotion in this fight–so it’s hard for me to be neutral. It will be very interesting to see how this plays out. I still think that cable will end up as “dumb pipes” as media [read: product] innovation’s rate of change stymies infrastructure players because “the next thing” doesn’t have that pesky need to support legacy systems and services.

Image3. How Lobbyists Run Washington – Informative, maddening and cheeky. The addition of a rage comic meme was a touch of genius. Hat tip: Barry Ritholtz again; he sifts through the crap to share the best infographics.


4. Business intelligence industry trends – The Gartner magic quadrant for BI was recently updated. Monash Research dives deeper to highlight some important clarifications about Garner’s methodology. TL;DR – Mobile is overrated (for now), enterprise BI is nice but the leaders still fall short for data discovery, hence the scrappy UI-focused entrants.

5. Kick Windows Installers to the Curb; Go Portable for a Considerably More Awesome Windows Experience – From Lifehacker. Ever since I saw my first Chromebook I was thinking about building a portable Windows netbook. Here’s how to have a perpetually “fresh” machine. The obligatory Apple comment would be “take a smaller  Macbook Air + App Store (iOS?) = profit…?”


What I’m Reading: Apple TV DREAM REVEALED, Reddit on Oil Speculation, Put a Fork in ERP, Mish catches the POTUS Manipulating Data, Berkshire Hathaway Could Surge 70% in 12 Months

1. Apple TV DREAM REVEALED: It’s not about the TV (it looks awesome). It’s about content. A super smart engineer-turned-product guru taught me that. And if half of what Henry Blodget speculates is true, Apple will basically slaughter the Big Cable and perhaps even a network or three with one product. Think about what iTunes did to the music industry’s gambit of selling you a whole album when all you wanted was that one song. . .

Apple Television . . . maybe...?

2. A great thread on Reddit that is chock full of thoughtful commentary on an energy speculation conspiracy:

The Commodity Futures Trading Commission charged one trading house and two individuals for illegally manipulating oil prices during the price spike of 2008, when oil reached $147 a barrel, by creating the appearance of a shortage to drive up the benchmark for crude. While the action covers oil trading in 2008, the connection to today, where speculation is seen as a primary cause for higher gas prices, is unmistakable.

I have no idea how close (or far) this is to the mark, but I appreciate people’s thought processes as they turn an issue over, citing sources I never would have found on my own. A great example of alternative crowd-sourced rabble rousing journalism.

3. Great Acquisitions! Now Put a Fork in ERP is a follow up read to a better article from Forbes that a colleague linked to a while back. I think the Techcrunch article ignores one of the reasons that the “Big Iron” didn’t innovate. The ERP licenses (and epic service contracts for implementation) are the definition of gravy-train. It’s Part II of the Kodak’s story: It’s not like they didn’t know the golden goose was going to be killed, but its difficult to time the execution. Lots of Monday-morning quarterbacking going on with Kodak, but returning to ERP, consider these articles the pre-game show with the retired coaches making their picks.

4. Mike (Mish) Shedlock Catches the POTUS Manipulating Data. The real title of Mish’s blog post is a little less respectful of the Executive Office of the President but his findings are sound. Why is it that the mainstream media can’t take 5 minutes to analyze the official stats that our congress, lobbyists and now President crow as fact? TL;DR – Petroleum distillates demand is down; Obama’s chart actually illustrates contribution of imported oil is actually higher than before. Oops.

5. Berkshire Hathaway Could Surge 70% in 12 Months. One sentence take: This is great news for all of you who have at least $117,000 lying around just to enter a Buy order for 1 share of a stock.

Tell me a story! (Visualizations)

I really admire and respect people who can quickly and succinctly tell a story with a visualization of data. These folks are able to deliver something that has a good “signal to noise ratio.” Here’s a short post describing 3 visualizations that I think are really effective. One of them you’ll recognize as a classic if you read Tufte, and the last one might surprise you…

1. French Invasion of Russia

Alright, this is the grand-father of visualizations (Fig.1). Having studied Model United Nations goofed off in high school instead of studying European History, I walked through life with terrible knowledge gaps pre-Wikipedia but I understand the campaign was a failure.

This visualization really tells the story. Once you understand the legend, it tells an effective narrative about just how terrible was the campaign, the aftermath of major battles and the brutal winter. Perhaps the best illustration I’ve seen of the terrible cost of war by attrition (Side note: Do never invade Russia).

Fig.1) Charles Minard's information graphic of Napoleon's march. Hover over it to read the translated Legend text

2. Japan Earthquakes leading up to 11-Mar 2011

The format of my next example  (Fig. 2) is video. I like this presentation because it communicates effectively the concept that seismic activity is dynamic; over time, in physical space, duration, intensity and frequency. All of these are displayed brilliantly in a time-lapse depiction of the Japanese part of the Pacific tectonic plate. The opening “key” or legend is useful, though very Japanese in its spurious accuracy. If you have a short attention span, skip to 01:52 to see the actual earthquake(s) and turn up the sound because it uses sound to measure intensity as well. Brilliant!

Fig.2) Japan earthquakes 2011 Visualization map (2012-01-01)

3. The Vietnam War Memorial (Washington, D.C.)

Fig.3) Vietnam War Memorial original design submission by Maya Lin

The format of this last example (Fig. 3) is a stone memorial. But static it ain’t. It’s actually dynamic when you account for foot traffic.

Read on:

I was awestruck when I first visited this on a school trip to D.C.  At first the concept seems really simple: It’s an angled series of granite slabs, engraved with names. About 58,000  of them. What a powerful message delivered with beautiful simplicity. I think I heard someone else discuss the design of the memorial this way, so I am plagar-phrasing but I do not remember whom to give credit. I’ll use this quote thingy instead:

The memorial is experienced up close. You arrive at one of the ends, and the names start appearing at your feet. You descend slowly into a recessed area and the wall grows in height. Soon you are literally in over your head and the names keep flowing as you walk by. You reach the apex (trough?) and as you walk out, the wall’s height gradually diminishes — exactly how the US entered and exited the conflict (Fig. 4)


Holy cow! Just writing that elicits an echo of the emotion I felt when I visited: It’s visceral. Amazing. And so very simple in its execution.

Fig. 4) The Memorial design maps to the rate of US casualties over time

TL;DL War is hell. Japan should move. Steppe to Russia and they will knock you out.