10 Tuesday AM Reads

My train delayed, man it’s cold outside morning reading:

• Never Mind the Predictions: What Did We Learn? (NY Times)
• Of brains and balls: Nassim Taleb’s macro bets (Noahpinion), see also Nassim Taleb used to be my hero. But today, he’s just plain wrong. (The Week)
• Buybacks, Great Rotation, and Melt-Up (Dr. Ed’s Blog)

 

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