Posts filed under “Psychology”

Uh-Oh: BusinessWeek Cover Story Nationalism

Now I am engaging in full on selective perception:

 

 


Source: BusinessWeek

Category: Contrary Indicators, Financial Press, Media, Psychology, War/Defense

Would you pay $100 million dollars for this Grilled Cheese Food Truck?

If you have been a regular reader of mine, you are probably familiar with several things about me: First, you know I have been a steadfast bull during the entire rise in the stock market. It isn’t that I am such a genius or especially lucky. I just would rather not guess when the bull…Read More

Category: Contrary Indicators, Psychology, Valuation

Both Sides of the Brain (Updated)

Source: Dr. C Daniels ~~~ UPDATE: 1/25/15 Here is the latest scientific thinking, countering the older “left right” analysis:

Category: Psychology, Science

The Where-To-Be-Born Index

Source: The Economist

Category: Data Analysis, Economy, Psychology, Taxes and Policy

Josh Brown: Investment Fads and Themes, 1996-2014

Another year in the books and I’ve updated my Investing Fads and Themes by Year guide accordingly. It begins with 1996 because that was my first summer working on The Street and my earliest exposure to the market. I do this every December because I agree with the eminent philosopher Bob Marley in that “If you know your history,…Read More

Category: Investing, Psychology, Really, really bad calls

Generational Divide

Source: WSJ

Category: Psychology

CUBA Herzfield Caribbean Basin

In the announcement of US potentially normalizing relations with Cuba, the $33 million dollar closed end fund “Herzfield Caribbean Basin” — stock symbol CUBA — popped 40%:   click for ginormous chart   Here are its main holdings:   So much for those theories that investors are rational and markets are efficient . . ….Read More

Category: Markets, Psychology, Really, really bad calls

Folklore of Finance

I really enjoyed this report by State Street, which discusses how often Folklore dominates financial decision-making. Well worth the free download:     click for full PDF of research report Source: State Street Source: State Street

Category: ETFs, Investing, Psychology

Tony Robbins: 2014 vs 2010

  Tony Robbins is out promoting his new book, MONEY Master the Game: 7 Simple Steps to Financial Freedom. Based on who he interviews, I plan on giving it a read over the next holiday break. However, I was a little disappointed in this WSJ video interview with Tony Robbins, dated WSJ 11/19/2014 6:03PM. Within…Read More

Category: Consumer Spending, Economy, Psychology, Really, really bad calls

Once Again, the Gold Narrative Fails

Will they never learn? Yesterday, oil rallied 4.3 percent and gold gained 3.6 percent as commodities had an up day after a long and painful fall. The fascinating aspect of the trading wasn’t the $45 pop in gold, nor the even greater percentage rally in oil, but the accompanying narrative. (As of this writing, each…Read More

Category: Cognitive Foibles, Gold & Precious Metals, Psychology, Really, really bad calls