BBRG: Trump, Markets, Infrastructure and Other 2018 Mistakes
Trump, Markets, Infrastructure and Other 2018 Mistakes There’s merit in going back and seeing what we got wrong. Bloomberg, January 4,...
Its a Magical World . . .
The final ‘Calvin & Hobbes’ comic strip was published New Year’s Eve Day in 1995:
How to Use Behavioral Finance in Asset Management, Part I
Over the decades, I have consumed the entire canon of Behavioral Finance, from Ariely to Kahneman to Thaler to Shiller and back. The...
All Hail the Counterfactual !
The Best Tool for Understanding the Market and Trump Consider the counterfactual. It puts this year’s paltry returns on stocks and the...
BBRG: Best Tool for Understanding the Market and Trump
The Best Tool for Understanding the Market and Trump Consider the counterfactual. It puts this year’s paltry returns on stocks and the...
Scott Galloway’s Ted Talk
Amazon, Apple, Facebook and Google are the four most influential companies on the planet. Just about everyone thinks they know how they...
Soft Knowledge
The STEM era is over. For twenty years we’ve experienced the denigration of the liberal arts. For twenty years we’ve been...
Our Exorbitant Privilege
“How do you guys have time to manage money, between tweeting and writing and tv and radio?” This...