Overconfidence, Optimism Bias & the Planning Fallacy
Here’s Why All Your Projects Are Always Late — and What to Do About It Source: Freakonomics
Meta-Cognition: Understanding How Much I Know or Do Not Know
Source: Both Sides I love this Simon Wardley chart above, found via Mark Suster. It is richly filled with insights from...
Markets Drive News (not vice versa)
A Good Story Doesn’t Make a Great Investment Idea We all love a well-told yarn, though it might be a money-loser. Bloomberg, April...
Q1 2018 Was All About Volatility
Markets Stopped Being Boring in the First Quarter After February, investors started freaking over almost everything. Bloomberg, March 29,...
Jeff Bezos is the Anti-Trump
There was a fascinating Bloomberg column in August of last year, looking at the question of Why Jeff Bezos Grinds Trump’s Gears....
Six Stages of Trump’s Resistance
This is a fascinating discussion about how Trump fought a relatively modest fine at his New Jersey golf courses: $147,000. Peter Elkind...
Big data, Intuition, and Decision-making
SFI Board of Trustees Chair Michael Mauboussin interviews Daniel Kahneman, winner of the 2002 Nobel Prize in Economics Big...
Lessons Learned – or Not – From Bear Stearns
What We Didn’t Learn From the Bear Stearns Collapse Sifting though the conventional wisdom 10 years later. Bloomberg, March 19,...
Kahneman: Misery, Memory, And Our Understanding Of The Mind
NPR: Economic theory rests on a simple notion about humans: people are rational. They seek out the best information. They measure costs...