Posts filed under “Data Analysis”

Debunking One of the Worst Ideas in Economics

This is scheduled to disappear from Yahoo  soon — I wanted to capture it before it went away. Its a criticque of Supply Side economics by Charles Wheelan, former US columnist for the Economist, and at present an economics and public policy professor at the University of Chicago and visiting prof at Dartmouth College. Wheelan is the author of Naked Economics: Undressing the Dismal Science.

Debunking One of the Worst Ideas in Economics
Wednesday, May 3, 2006

http://finance.yahoo.com/columnist/article/economist/4065

"In this column, I’m focusing on bad economics. In fact, I’m going to write about what I consider to be the two worst economic ideas — or at least ideas that pass as economics, though both have been thoroughly repudiated by nearly all credible thinkers.

When I say worst, I don’t mean the most outlandish (e.g. stock prices are controlled by aliens) because those ideas usually collapse of their own weight. Rather, the most pernicious bad ideas in economics are those that have a ring of truth. They’re hard to debunk because they have a certain intuitive appeal. As a result, they stick around, providing bogus intellectual cover for bad policy, year after year, decade after decade.

For the sake of political balance, I’ll skewer a favorite of the right in this column, and then a favorite of the left in my next piece.

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Category: Data Analysis, Economy

Not Expensive vs cheap

Category: Data Analysis, Financial Press, Investing, RR&A, Valuation

Ignore Inverted/Flat Yield Curve at Your Own Risk

Category: Data Analysis, Economy, Federal Reserve, Fixed Income/Interest Rates, Markets

4 Year Presidential Cycle

Category: Data Analysis, Politics, Psychology, Technical Analysis

The Increasing Pressure on the Middle Class

Category: Data Analysis, Economy, Employment

New Real Money Column: Ignore Statistical Oddities at Your Peril

Category: Data Analysis, Economy

CPI Null Set (via The Economist)

Category: Data Analysis, Federal Reserve, Financial Press, Inflation

Read it here first: The Cost of Sarbanes-Oxley

Category: Corporate Management, Data Analysis, Financial Press, Markets, Politics

James Altucher: “The Underlevered American Household”

Lets just look at what’s wrong with a few items in Jim Altucher’s column yesterday, “The Underlevered American Household.” I may have to address the rest of the erroneous analysis in a full column — but for now, let’s stick with the first chart in the article. Jim believes the following chart is “mostly useless.”…Read More

Category: Data Analysis, Economy, Retail

A Deceptively Simple Timing System

Category: Apprenticed Investor, Data Analysis, Earnings, Fixed Income/Interest Rates, Markets, Technical Analysis