Posts filed under “Philosophy”

The Clever Fighter

Over at Forbes, Jessica Hagy (of Indexed fame) has been illustrating the Art of War, with excellent results.

This observation from Ch4 tickled me:

“What the ancients called a clever fighter is one who not only wins, but excels in winning with ease.”

 

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Jessica Hagy via Forbes

Category: Digital Media, Philosophy

Putting Time In Perspective

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Category: Digital Media, Philosophy

Where Does Success Come From?

You go to meetings. You process your inbox. You might make a presentation here and there. You certainly seem busy. But I bet if I asked your team what it is you do all day long, most of them would say, “I have no idea”. And come to think of it, do you know how…Read More

Category: Digital Media, Philosophy

Freedom To Choose (…to be buggered)

Cassandra Does Tokyo is a former hedge fund manager and ex NY Trader, who is now living abroad. ~~~ Freedom To Choose (…to be buggered) Her Majesty’s Post Office, The Royal Mail, has been privatized. As such, it is an opportune moment to evalute past experience, in order to ruminate upon whether, in totality, as…Read More

Category: Philosophy, Really, really bad calls, Think Tank

More Noise, Less Signal

On Friday, I described a goal of mine: To pursue more signal, and less noise: “Our subject is how to reduce the meaningless distractions in your portfolio (and your life). You want less of the annoying nonsense that interferes with your investing, and more of the meaty data that allows you to become a less…Read More

Category: Financial Press, Philosophy

Tax Rates, Inequality, and US Deficits

Its Friday, after what was for me a long and annoying 17 days. But the shutdown is over, US markets are at all time highs, and Bob Shiller got his Nobel (more on this tomorrow). You might think that I would be at peace with the current state of the world, but life is never…Read More

Category: Economy, Mathematics, Philosophy, Taxes and Policy

Being A Long Term Investor in a Short Term World

Its Friday, and today is the day I usually like to wax philosophical about a variety of things. It seems this week we have done a good deal of that already (see this and this). Given those posts, let’s briefly discuss the issues investors have with the artificial construct we call Time. What’s that you…Read More

Category: Investing, Philosophy, Psychology

Yay! Its a No-NFP Non Farm Payrolls Friday !

Okay, so here is the deal: We have no report of the NFP data today. The net impact of this? Nothing. Total loss to the investment community? Nada. Actual impact to the economy? Zilch. There are two things we need to understand about this report: The first is what makes it significant; the second is…Read More

Category: Employment, Philosophy

An Illustrated Book of Bad Arguments

Click for full book Source: Book of Bad Arguments   I deal with bad arguments all the time, constantly swatting away silly arguments and foolish rhetoric. This little book does a nice job summarizing them all.  

Category: Philosophy, Really, really bad calls

Whats Your Forecast?

Its Philosophy Friday, and I want to discuss in broad terms the same interesting conversation that keeps coming up: Over the past few weeks, I keep getting that question: Whats your forecast for the economy? Where will interest rates be at the end of the year? Are Jobs going to improve? And of course, the big…Read More

Category: Apprenticed Investor, Philosophy, Really, really bad calls