The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows. Is this a paradox? Hardly. The...
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Source: Cambridge Associates/JPM assisted by Claude There’s an excess of news flow from the SCOTUS rejection of IEEPA...
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“Let me tell you how this works: A twenty-six-year-old quantitative analyst at a hedge fund in midtown Manhattan—a...
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Today’s (belated) nonfarm payroll report had a little something for everyone. Whether you are bullish or bearish,...
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The transcript from this week’s MiB: Richard Thaler and Alex Imas on The Winner’s Curse, is below. You can stream...
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Fascinating discussion by Shane Parrish on Peter D. Kaufman: “Peter has been the chairman and CEO of GlenAir since...
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This week, I speak with Richard Thaler and Alex Imas award winning economists and co-authors of “The...
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Charlie Munger – 24 Cognitive Biases – Human Misjudgement full speech (Improved Audio & Captioned) Full...
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I joined Dave Pederson on his new “Bigfoot” podcast to talk about a few Market Myths. You may recognize his...
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Last week’s Sturgeon’s Corollary generated a bit of pushback. The most relevant questions were about ETFs as a...
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