Posts filed under “Really, really bad calls”

Muni Mania: A Timeline


Source: Bloomberg Briefs

Category: Credit, Fixed Income/Interest Rates, Markets, Really, really bad calls

No, Black Friday Sales Were Not Down 11%

The New York Times headline declared, “Thanksgiving Weekend Sales, at Stores and Online, Slide 11 Percent.” Not to be outdone, the Wall Street Journal reported, “‘Black Friday’ Fades as Weekend Retail Sales Sink.” And — to prove I’m not playing favorites — Bloomberg News noted that, “Black Friday Fizzles With Consumers as Sales Tumble 11%.”…Read More

Category: Data Analysis, Really, really bad calls, Retail

Tracking Inside Info in ‘Fight Club’ Ring

From Bloomberg Graphics: Nine people were convicted for trading on inside tips about Dell and two other tech firms, including five who were part of a group dubbed the “Fight Club.”* Three of those convictions are on appeal. A Dell insider named in those trials, Rob Ray, wasn’t charged and denies wrongdoing. Source: Bloomberg Graphics

Category: Digital Media, Legal, Really, really bad calls, Trading

Don’t Shop on Thanksgiving and Other Good Advice

This is the time of year when Americans gather with family and friends to give thanks. A bounteous feast is the time to express gratitude for our good fortune. We count our blessings, humbled by the fortuity of our circumstances, grateful for whatever it is we have. Once you get that over with, it’s time…Read More

Category: Consumer Spending, Data Analysis, Really, really bad calls, Retail

Stop Making Intellectually Disingenuous Market Arguments

The quality of our discourse is decaying. This was once a standard complaint about the tone and depth of our national political debate. Now it has spilled into the financial realm. Shall we blame Twitter, trolls or bloggers? I am unsure of the underlying reason. But as we have seen far too, financial discussions seem…Read More

Category: Apprenticed Investor, Cognitive Foibles, Financial Press, Really, really bad calls, Weblogs

Falling apart: America’s neglected infrastructure (60 Minutes)

Falling apart: America’s neglected infrastructure

Source: 60 Minutes

More videos after jump
Read More

Category: Really, really bad calls, Taxes and Policy, Video

Why is the United States in a Constant State of Emergency?

click for full article Source: WonkBlog

Category: Digital Media, Politics, Really, really bad calls

Your Brain Can’t Handle Green on the Screen

We have said a good deal in this space about the futility of trying to time short-term market moves (see e.g., this, this and this). No one has demonstrated the ability to do this consistently over time. While it is possible to avoid the very largest of collapses over long periods of time using a…Read More

Category: Cognitive Foibles, Psychology, Really, really bad calls

Tony Robbin’s Recent Weather Portfolio

Jim O’Shaugnessy took a closer look at what I am now dubbing the Tony Robbin’s Recent Weather portfolio. It is akin to taking an umbrella today because it rained yesterday. Jim is a quant extraordinaire, and his analysis confirms what I wrote earlier this morning: This is a biased sample, form fitted to have done…Read More

Category: Apprenticed Investor, Asset Allocation, Quantitative, Really, really bad calls

Tony Robbins is a self-help genius. He has sold millions of books that many people believe helped them realize their full potential. He understands the human psyche. As a motivational speaker, he knows what a person must do to overcome everyday struggles to “self-actualize,” and awaken the giant within. People love his seminars (although I…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Really, really bad calls