Good snowy morning. Here are my weather-delayed commuting reading materials:
• Private Investment and the Business Cycle (Calculated Risk), see also Recession’s True Cost Is Still Being Tallied (NY Times)
• Decision making under uncertainty (O’Reilly Radar)
• UBS at Davos: ‘Technology will save the day’ (FT Alphaville), see also Macro problems, micro solutions (PDF) (UBS)
• Managing Risk In A Mature Bull Market (Ciovacco Capital)
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.