Presentation: How to Avoid Financial Disasters
I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month. I...
Alien Invasion!!!
Over the weekend, a NATO general was asked by a bright-eyed reporter whether or not the various flying objects that were being...
The Hype Cycle, Expertise & Dunning Kruger
I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research...
Simple, But Hard
We live in an age of contextless slogans. It is the stock in trade of Instagram Influencers, TikTok Investors, and grinding side...
How Do Active Managers Invest Their Own Money?
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed...
Observations to Start 2023
Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising:...
Behavioral Hacks to Keep Your Thanksgiving Civil
How to Talk to a Fox News Viewer Those on the Left need to stop ignoring the science of Influence & Persuasion TBP, November 22, 2018...
When Narratives Collapse
Every now and again, we reach a moment in time when the scales fall from our eyes, and reality is revealed to us. We are now at...
Groping for a Bottom
There’s nothing like confusing market action to send people into narrative creation overdrive. Yesterday’s 2% collapse...
Narrative Defined
I won’t be around Wednesday, but a quick note to share with you about storytelling. In my conversation with David...