I’m inclined to believe that those of us who fancy ourselves black swan watchers are in a better position than usual heading into 2017. We
Day: December 29, 2016
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor can make is to assume that financial markets follow a
Why The US May Lose A Trade War With China
On Wednesday in “A Trade War With China Will Plunge The World Into Recession — But This Idiot Doesn’t Care,” I talked a bit about Peter
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own way of thinking about the world. Confirmation bias is a
Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail; Says “Everybody Makes Mistakes”
Earlier this month, in an interview with alternative media outlet Artvoice, Carl Paladino (the co-chair of Donald Trump’s New York presidential campaign) called Michelle Obama
Daily Kickstart (Is It Friday Yet Edition)
Well it looks like mostly red screens this morning and you have to suspect that after coming within 15 or so points of the Jeremy Siegel
