The Cult of Ignorance
40 years ago, Isaac Asimov, one of America’s best known writers, explained the issue with both-sides-ism. “It’s hard to...
A Recovery Squandered
Source: Harvard Business School To listen to an audio version of this post, click here In their morning note, Philippa...
Finding Investing Lessons in 2020 Election Fails
Who Can Investors Listen to When Everybody’s Wrong? There are lessons in the deductive reasoning errors and faulty data analyses that...
BBRG: Who Can Investors Listen to When Everybody’s Wrong?
Who Can Investors Listen to When Everybody’s Wrong? There are lessons in the deductive reasoning errors and faulty data analyses that...
“Unprecedented” Is 2020 Word of the Year
I tell Tom Keene on “Bloomberg Surveillance: “The unprecedented comes along all the time…32 new highs in the market?...
Contrarian Take: Covid Vaccine & the End of Anti-Vaxxers
The modern Anti-Vaxxer movement of recent years traces its origins to a paper published in The Lancet in 1998 by (then Dr.)...
My 2021 Outlook Year in Preview
This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for...
Oversampling: Did Covid Impact Polling?
I have been working on a post-2020 “Lessons for Investors” column, when I stumbled upon an interesting Nate...
The Bargain Hunter’s Dilemma
When I was young and broke, carrying undergrad/grad school loans, I lived in Manhattan — an expensive city I could barely...