Narratives

Misunderstanding Narratives: The Hero’s Journey (September 22, 2021)

Choose Your Market Narrative (November 5, 2020)

Narrative or Data? Data Picks Investments, Stories Sell Them January 11, 2019. (Bloomberg)

Explaining the Correction, with Perfect Hindsight October 11, 2018 (Bloomberg)

Markets Drive News (not vice versa)  April 2, 2018 (Bloomberg)

Congratulations: It’s a Correction! (February 9, 2018)

What’s Your Narrative? March 17, 2017 (Bloomberg)

Beware of Investment Stories Bearing False Comfort April 19, 2017 (Bloomberg)

How’s Your Story Going to Fail? November 2, 2015 (Bloomberg)

The Gold Fairy Tale Fails Again December 2, 2014 (Bloomberg)

Once Again, The Narrative Fails (March 19, 2014)

Stock Market Stories Lead Us Astray (Bloomberg) February 13, 2014

Curse of the Narrative: Everybody Loves A Good Story July 26, 2013 (WaPo)

The Narrative Fails. July 19, 2013

Are You an Investor or a Story Teller? April 25, 2013

Rise of the Empiricists January 29, 2013

The Dangers of Non-Modeled Narrative Story Tellers December 3, 2012

Why don’t bad ideas ever die? December 15, 2012 (WaPo)

The kinda-eventually-sorta-mostly-almost Efficient Market Theory (November 20, 2004)