Regular readers know I don’t particularly like squishy thinking or herd behavior. As such, it is no surprise that I am not a fan of...
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No Empirical Basis for the Authors’ Bizarre Claims Herbert Gintis specializes in Game Theory and Behavioral Sciences. He is the...
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Last week, we looked at London based hedge fund RAB Capital Chief Strategist Dhaval Joshi’s The $4 Trillion Dollar Question. It...
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Very interesting debate in the FT on the new Austrity arguments. Martin Wolf sets up the debate: Over this week some of the world’s...
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Living in a crowded city requires a few compromises. You’re close to anything you could want. But you have to deal with traffic and...
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The July NAHB homebuilder sentiment survey continued to soften, falling to 14 from 16 to the lowest since April ’09 and below...
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The last time the University of Michigan Sentiment reading was at its current level outside of recessionary periods (it printed Friday at...
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David R. Kotok Chairman and Chief Investment Officer More on the Fed’s Balance Sheet July 18, 2010 > Last week we wrote about the...
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