On today’s Animal Spirits, Re-Kindled, Ben and I dive into one of the best books ever on decision making, Superforecasting.
August 2019
Yuan Redux
Just because something isn’t noise, that doesn’t mean you can find the signal.
These Are the Goods
Articles The popularity of theater-going has been in decline for close to 20 years. By Matthew Ball Whatever price multiple of which you are a fan, whichever sectors you exclude, however you neutralize your exposures, whether you equal-weight or cap-weight, one thing remains true: cheap stocks have had an unhappy decade By John Pease The…
Never Argue With People Who Say
Most arguments aren’t worth having.
A Few Charts and a Few Thoughts
Some things I’ve been thinking about
