re: Seattle convo, strikes me flows, stocks yield strikingly different views en.m.wikipedia.org/wiki/Stock_and
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though I was cheering for Seattle, IMO "flows over stocks" is correct bias for 2016 economy
NY + LA 10-15x SEA by scale, so should generate 10-15x flow but have been less efficient at conversion to date
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ah, more evidence against Geoffrey West superlinearity hypothesis, which has been fraying lately
flows today should produce stocks tomorrow, but relative efficiency of that conversion is the real question
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