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Day: December 29, 2016

“Loads Of Emotions And Lots To Ponder”

“Loads Of Emotions And Lots To Ponder”

December 29, 20162 min read

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

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2 Comments on “Loads Of Emotions And Lots To Ponder”
Excuse Me, But Your Tails Are Getting Fatter

Excuse Me, But Your Tails Are Getting Fatter

December 29, 20163 min read

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

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2 Comments on Excuse Me, But Your Tails Are Getting Fatter
Why The US May Lose A Trade War With China

Why The US May Lose A Trade War With China

December 29, 20165 min read

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

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3 Comments on Why The US May Lose A Trade War With China
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research

Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research

December 29, 20163 min read

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

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2 Comments on Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail; Says “Everybody Makes Mistakes”

Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail; Says “Everybody Makes Mistakes”

December 29, 20163 min read

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

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1 Comment on Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail; Says “Everybody Makes Mistakes”
Daily Kickstart (Is It Friday Yet Edition)

Daily Kickstart (Is It Friday Yet Edition)

December 29, 2016December 29, 20163 min read

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

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