Showing posts with label Economics. Show all posts
Showing posts with label Economics. Show all posts
Wednesday, June 29, 2016

Bogle: Arithmetic Quants vs Algorithmic Quants

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From a recent speech by John Bogle: "As I see it, the plain and simple, well-armed, lightly-dressed, unencumbered shepherd is the in...
Wednesday, March 18, 2015

Forecasting Folly Revisited

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In the book ,  One Up on Wall Street , Peter Lynch wrote that many economists are "employed full-time trying to forecast recessions and...
Friday, January 23, 2015

Forecasting Folly

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"There are two kinds of forecasters: those who don't know, and those who don't know they don't know." - John Kenneth G...
Friday, August 22, 2014

John Kay: Decline in Equity Issuance

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In 2012, John Kay produced a report  on UK equity markets that was focused on, among other things, the reduction in long-term oriented beh...
Friday, November 22, 2013

Grantham on Efficient Markets, Bubbles, and Ignoble Prizes

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The latest GMO quarterly letter was recently released.* Below, I've highlighted some of Jeremy Grantham's thoughts on efficient m...
Friday, August 23, 2013

Market Freezes Up

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Those watching business news yesterday had to listen to talking heads acting like -- if not the end of the world -- that not being able to t...
Wednesday, August 21, 2013

Munger: "Cognitive Failure" In Economics

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From this conversation with Charlie Munger at Harvard-Westlake: "Alan Greenspan at the Federal Reserve overdosed on Ayn Rand. Basica...
Friday, July 19, 2013

John Kay on Equity Markets: Exit, Voice, and Short-termism

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A year ago, John Kay produced what can only be described as a rather  long report  focused on, among other things, the reduction in long-te...