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22 Lessons Learned Upside Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes As another round of fiscal stimulus makes its way through Congress. Jesse Livermore’s research on Fiscal Policy Regime Change may be more timely now than when it was first published by OSAM back in September. […]
by Hadley Wickham White paper these notes are from. p.1 Tidy datasets are easy to manipulate, model and visualise, and have a speci c structure each variable is a column, each observation is a row, and each type of observational unit is a table. This framework makes it easy to tidy […]
By Michael J. Mauboussin and Dan Callahan, CFA August 4, 2020 Consilient Observor these notes are taken from. P. 17 the mix of tangible and intangible investments has changed over the last 40 years. In the late 1970s tangible investments were nearly double those of intangible investments. Today, intangible investments […]
Many Saw it Coming. We Should Have Listened Unfortunately, it appears far more people have read Frank M. Snowden’s masterpiece, Epidemics and Society, after the Covid-19 pandemic than before it. Reading it during the original peak of the outbreak in the US was eerie. Many people saw it coming. Properly […]
by – Frank M. Snowden Get the book here. Page: 2 This hypothesis is that epidemics are not an esoteric subfield for the interested specialist but instead are a major part of the “big picture” of historical change and development. Infectious diseases, in other words, are as important to understanding […]