Opportunities Part Two
Following on from my earlier post on some of the outsized gains in the local market I thought I would have a quick look at the top 10 gains in the US. As you would expect it follows a similar pattern to what was seen locally.
Opportunities
With the world supposedly going to hell in a handbasket, it is worth reminding everyone that the market doesn’t care.
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Apparently The World Is Going To End Again…..Apparently
As October approaches once again we begin to see in the press the usual moaning and wailing about the impending implosion of the market and not doubt as October gets closer and closer this gnashing of teeth will reach a crescendo. October occupies a singular fascination for the ill-informed courtesy of two events – the…
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Tecnomar for Lamborghini 63
PS : hate the colour…but it’s in Italian so it must be cool.
Overblown and Overhyped
Do you ever get the feeling that every single investment idea or movement is the greatest thing since sliced bread. What interests me is that this sort of breathlessness even inhabits what you may liberally call the more refined corners of social media such as LinkedIn. Normally you would only associate rabid fan boy behaviour…
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Evidence of Fraud in an Influential Field Experiment About Dishonesty
If this isn’t the definition of irony I don’t know what is….. In 2012, Shu, Mazar, Gino, Ariely, and Bazerman published a three-study paper in PNAS (.htm) reporting that dishonesty can be reduced by asking people to sign a statement of honest intent before providing information (i.e., at the top of a document) rather than after providing information (i.e.,…
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What Macro Analysis Used To look Like
I came across this fabulous old chart that looked at the relationship between blast furnace activity and the US stock market from 1892 to 1924. Macro analysis used to have a bit of a lag.
