Baseball Stats and Freakonomics Wannabes . . . Much of investing relates to mathematics and the application of statistics. Markets are statistical data generating machines, and that... Read More
S&P500 ex-Risk ? Here’s an issue I have been mulling over, without a satisfactory answer: There have been many investment thesis (thesii?)... Read More
The NYT, Magazine Cover Indicator, and Mean Reversion Would someone please explain to the nice folks over at the NYT, or the economics department at the U.C.L.A, the concept of mean... Read More