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Tag Archives: Invisible Hand
“Continued Signs of Financial Market Excess”
From a report on CNBC.com (http://www.cnbc.com/id/102009066): “There was one additional dissenter for the September statement. Philadelphia Fed President Charles Plosser voted against the position in July, and he was joined this month by Dallas Fed President Richard Fisher. ‘President Fisher … Continue reading
There was No “De-Leveraging”
Ray Dalio of Bridgewater is fond of calling our government bailout a “beautiful deleveraging” (http://www.bwater.com/Uploads/FileManager/research/deleveraging/an-in-depth-look-at-deleveragings–ray-dalio-bridgewater.pdf) probably because he bet correctly that the flood of liquidity would lift all boats in the short run. But, I have been arguing the point in … Continue reading
This is the Worst Recovery in the Post WWII Era
I think my former Wall Street colleagues know this without the need to read a chart. I added Sufi and Mian’s blog to the economics blogroll on the right after seeing the CFA Institute’s webcast of Sufi’s presentation at a conference … Continue reading
Posted in Uncategorized
Tagged Amir Sufi, Atif Mian, CFA, CFA Institute, Chartered Financial Analyst, Competition and Strategy, Debt Crisis, Free Markets, House of Debt, Housing Bust, Invisible Hand, Quantitative Easing, Ray Kurzweil, Risk, Singularity, The Rational Optimist, Worst Recovery in History
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“…the prime directive will be to ‘lose as little money as possible’.” Jason Zweig Interviews Dean LeBaron
The WSJ published another excellent The Intelligent Investor column today written by Jason Zweig. In it, Jason interviews Dean LeBaron, retired founder of Batterymarch Financial Management. “For decades, the name of the game for investors has been to make as … Continue reading
Equity Market Histogram: Another Victory for the Mode in 2011
As I recall, I said at the beginning of 2011 that predictions are worthless, but if one takes an outsider’s view there is a 70% chance that the market’s total return will be positive in 2011 and that the most likely event … Continue reading
Posted in Uncategorized
Tagged Competition and Strategy, Conventional Professional Investors, Euro Crisis, Financial Media, Free Markets, Historical Market Histogram, Invisible Hand, Market Returns Histogram, Matt Ridley, Outside View, Predicting the Future, Risk, The Rational Optimist
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The Origin of Kellogg’s Corn Flakes
Like mutations in evolution, many accidents such as the one described below lead to increases in diversity. Further proof that centralized, top-down planning could never produce a standard of living as satisfying as atomistic, decentralized agents produce. I love browsing … Continue reading
I, Cheeseburger
H/T Cafe Hayek for the link Another example of the beauty of free markets in the spirit of the famous: I, Pencil. We rarely examine sufficiently the counterfactuals to the success of free markets, which allows anti-capitalists such as Michael … Continue reading
Recent Headlines from a Popular News Aggregator
Recent headlines from a popular news aggregation website: Germany told it must act to save Europe… Impassioned plea for continent to avoid ‘apocalypse’… Warned of ‘highly devastating outcomes’… Just days until collapse? It is hard to believe the US market … Continue reading
A Machine that Predicts the Future?
I have not received this edition yet, but I cannot wait to read the article. A machine that predicts the future? If enough people fall for that, value investors like me will make a mint. In Brief Researchers … Continue reading