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college, school, sports team and corporation made their decisions in unison once missionaries finally created common knowledge. Path-dependence is why uncertainty in markets should inform your portfolio risk management. The…
THAT GUY… The chess saying is “the best way to refute a Gambit is to ACCEPT it.” https://www.barrypopik.com/index.php/new_york_city/entry/the_best_way_to_refute_a_gambit_is_to_accept_it_chess_adage I’m also the guy whose party trick is kicking your ass at…
in the polls, moving from second to close second and finally into first place in Iowa (https://www.realclearpolitics.com/epolls/2020/president/ia/iowa_democratic_presidential_caucus-6731.html) while generally doing better at the national level as well (https://www.realclearpolitics.com/epolls/2020/president/us/2020_democratic_presidential_nomination-6730.html). Could this…
interested in talking ideas and enjoying good, genuine company. The first event will take place in our headquarters town of Fairfield, Connecticut. New England and Mid-Atlantic, this is your event….
in April 2019 and in August 2019, Carson Block of Muddy Waters led an attack on the company, calling it “a perfect storm for an accounting fiasco.” Block has made…
weekly note on crypto, which you can subscribe to here. You can contact Brent at bdonnelly@ spectramarkets .com and on Twitter at @donnelly_brent. As with all of our guest contributors, Brent’s post may not…
visitors organically discover new notes and make it so much easier to welcome newcomers to the fold. If you have any questions for Kevin, check out the Forum threads talking…
teams are rightfully concerned that return of capital characterized/structured as a dividend tends to impact value based on the common knowledge expectation of their consistency and continuation. This is a…
various comparisons of coronavirus to the flu and the common cold, especially by relating counting statistics of historical mortality. You can see this as the highlighted pink cluster below. Why…
words: “we are watching carefully”. Watching US-China trade negotiations carefully. Watching the strength of the dollar and the weakness of commodities carefully. Watching EVERYTHING that Mr. Market is oh-so worried…
iOS hardware integration creating a particularly powerful control point), through to application layer personal data collection – with Google and Facebook dominant. Clearly, application layer personal data collection is the…
socialism, the green new deal and related topics concerning universal health care, workers rights and unions, taxing the rich, etc. all occupy the most central, most connected part of Sanders’s…
facts and produce opinions about future conditions of socio-economic systems. Mostly these conditions are claimed to be bleak and existential. All of these clusters without exception are thinking of profiting…
see daily an affirmative, absolute denial of randomness. The very concept of disparate impact analysis, ‘social construct’ theory of gender, and inescapable topic du jour — income inequality, … etc,…
water after you have finished listening. https://www.macrovoices.com/podcasts-collection/macrovoices-hot-topic-podcasts/790-hot-topic-5-covid-super-spreader-stealth-pandemic Rusty Guinn Thanks for sharing this, Rafa. I’ll be sure to give it a listen today. Jane VanFossen Came home from Costco on…
call behavioral economics. Savage played a critical role, albeit behind the scenes, in the work of three immortals of modern social science. He was John von Neumann’s right-hand man during…
The Current Cost of Climate Change: $650 Billion and Rising Rally in Cyclical Stocks Could Be a False Positive SE Asia Stocks-Most fall on trade deal uncertainty Aussie, NZ shares…
launch our ET Election Index in the coming days, while Biden is polling extremely well, the language used in discussions about Biden is among the least connected of any candidate…
where the stock market stands today and whether the tariff pain is priced in [CNBC] The Trump economy is starting to look more and more like the Obama economy [CNBC]…
Labor topples conservatives; PM faces early tests apnews.com Why Louisiana’s maternal mortality rates are so high www.politico.com Ukraine wins 2022 Eurovision song contest as UK finishes second in Turin www.cnbc.com…