Each week I try to give special attention to those who do important work, even though it is probably unpopular. These contributors are so important, and their work is so helpful, that we recommend taking another look at the end of the year. (Part One is here). 7/13/16 In a WTWA first, CNBC anchor Sara Eisen […]
[The following is a work of fiction. It is intended as educational, illustrating why some research methods look great but have poor results. Those who grasp the problems illustrated can figure out where to apply the conclusions. It is also intended to be fun!] The setting: The research lab of a well-known fund company. The […]
When it comes to charts, everyone is an expert — or so they think! It can be expensive to be overconfident. In this post and another on my agenda I will illustrate the problem. If you get both problems right, you can have confidence in your chart-reading skill. Tracing a Dangerous Path One of the […]
For the last few years I have participated in two different "year ahead" preview articles — one for The Bespoke Investment Group and one for Seeking Alpha. These are both excellent resources — each valuable because of the specific approach taken. Last week I suggested that readers join me in checking out the ideas of […]
As regular readers of "A Dash" know, I have been monitoring debate about Fed policy for many years. There have been many confusing sources, including some bloggers who built their entire reputation on criticising the Fed. For 5 1/2 years I have suggested a different and profitable way of viewing the Fed: Analyze what the […]