Hugh Hendry – Thoughts From Buttonwood Gathering
I am not a macro investor by any sense of the word but I always find Hugh Hendry interesting.
Money Cant Buy Happiness….Ya Reckon
Over the years there has developed a belief that people in more developed and richer countries were no happier than their counterparts in poorer less developed countries. Turns out this is not true, it seems that the old adage that you can never be too rich, too good looking or too smart has a ring…
DetailsThis Is Water
This is a piece by David Foster Wallace. I believe that it is part of a commencement address he gave to Kenyon College a small US college. Someone took his address and turned it into this interesting little short film.
Math As Myth
For all of the appearances of the golden ratio, there many be even more erroneous sightings of it. The spiral of the nautilus’ shell is often said to fit precisely within a golden rectangle regardless of its size. But that is untrue. Each nautilus shell does maintain the same proportions throughout the animal’s life (that…
DetailsBehavioural Finance Experts
I was not able to embed the video so click on the image below to be taken to the WSJ Watch: How to Tame Your Emotions When Investing Watch three Experts–Meir Statman of Santa Clara University and author of “What Investors Really Want,” Terrance Odean of the University of California, Berkeley and consultant, writer and investment adviser Tom…
DetailsFear Or A Lack Of Discipline
Following my piece on fear I got a few comments from people that indicate that many confuse a lack of discipline with fear. To me fear is a visceral experience, it is almost tangible in the way it can paralyse ones actions and distort thinking. A lack of discipline is a behavioural trait and is…
DetailsGilligan And The Prediction Of Markets
With some folks now proclaiming that Google trends can predict markets…..after they have moved which does defeat the purpose of a prediction system I thought it worth revisiting something I wrote awhile ago about the idiocy of predictive systems. PS: Mary-Anne and Ginger included only for reminiscing. I have a new trading system and judging…
DetailsGoogle Trends And Predicting Markets
There has been a story doing the rounds in the past week about researches demonstrating the efficacy of tracking key word searches to predict market direction. One news report proudly trumpeted that it was more effective than a stockbroker in making you rich, you can insert your own snarky remark about this. The use of…
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