In my view one of the most important component of alpha generation (financial gambling) is weighting. How large to make your bets. Interestingly this is not often discussed in the class room or the … more →
Certain in Uncertaintywrote 4 months ago: In my view one of the most important component of alpha generation (financial gambling) is weighting … more →
wrote 7 months ago: Bernanke should receive the Nobel Peace Prize…what he did for the U.S. economy and there in by … more →
wrote 7 months ago: My undergraduate thesis was entitled ‘Is More Information Better.” It was a study of t … more →
wrote 7 months ago: People like things that are clear, ‘If you are right, you are right and if you are wrong your … more →
wrote 7 months ago: Now I’ve use a matrix framework (game theory) to describe how to think about epidemics as a po … more →
wrote 8 months ago: Epidemics are great case studies to think about probabilistic thinking. Deadly flu epidemics are ex … more →
wrote 8 months ago: In an era of fairly dire economic predictions it is, in a way, comforting to reflect that these pred … more →
wrote 8 months ago: The economist highlighted a statistics that this weeks crowds at the G-20 meeting in London where re … more →
wrote 8 months ago: People are prone to over weight information. You should note that when someone say that we must do … more →
wrote 9 months ago: Voltaire said ‘doubt is not a pleasant condition but certainty is absurd.’ Although man … more →
wrote 9 months ago: Everyone is up in arms about the AIG bonuses. The story goes if the company is not making any money … more →
wrote 9 months ago: Most of you have seen the Stewart vs Cramer interview. Stewart did a good job bringing the financia … more →
wrote 9 months ago: The Fed’s Flow of Funds came out last week. For the most part it wasn’t particularly su … more →
wrote 11 months ago: The superbowl offers some interesting question. A perennial — How do advertiser decided what t … more →
wrote 11 months ago: The man on the street evaluates policy in a very emotive way. When he is asked if he like a certain … more →
wrote 12 months ago: The hockey legend explained his success when he said, ‘I skate to where the puck is going to b … more →
wrote 1 year ago: In an era when we are said to be living through a historic moment, I ask myself some questions to de … more →
wrote 1 year ago: Today’s FOMC releasediscussed the Fed’s decision to continue the quantitative and qualit … more →
wrote 1 year ago: When the economy slows, the first responder is the Federal Reserve. It eases monetary policy by lowe … more →