Diary of a Financier

Archive for the ‘Idiosyncrasy’ Category

Innovation in content production vs consumption

In Idiosyncrasy, Tech on Mon 17 Oct 2016 at 07:03

The question below from Quora is a problem I think about a lot.  Part of the reason I post my weekly Top Newsstuffs is to distill all of the important investment data I collect down into a digestible format — not just for myself, but also for the public. Read the rest of this entry »

Patriots’ deflategate

In Idiosyncrasy on Thu 22 Jan 2015 at 17:29

I still can’t speculate as to what the truth is, but neither can anyone else yet. The NFL’s investigation is scheduled to end tomorrow, so hopefully we get some closure… Read the rest of this entry »

Q1 GDP & financial crisis recoveries in context

In Economics, Idiosyncrasy on Mon 30 Jun 2014 at 10:06

I just couldn’t resist chiming-in this weekend after I saw Yves Smith (Naked Capitalism) highlight some remarks by UMass Amherst’s Professor Robert Pollin.  Mr. Pollin explains the weak 2014q1 GDP growth rate (-2.9%) as a microcosm of the entire postcrisis recovery:

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“The bond market is always right”

In Capital Markets, Idiosyncrasy on Sun 1 Jun 2014 at 22:33

Cullen Roche over at Pragmatic Capitalism recently asked “What’s the bond market telling us?”  His answer was as follows: Read the rest of this entry »

From the comments section: The wall of worry

In Capital Markets, Economics, Idiosyncrasy, Politics on Wed 28 May 2014 at 17:09

I get a few comments and emails every week.  Some are argumentative and some agreeable.  That’s just what makes a market — we all buy our assets from sellers, and we sell to buyers.  Fact of life that somebody will always be on the other side of your trade. Read the rest of this entry »

Robert Shiller on the Active vs Passive debate & investment advisory

In Idiosyncrasy on Mon 31 Mar 2014 at 05:44

When asked if he tells investors that they can pick winners in the stock market or go to index funds, Robert Shiller told the WSJ:

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Fed “tapering” early detection system: Regularly scheduled maintenance

In Economics, Idiosyncrasy on Tue 17 Dec 2013 at 23:30

{<Run program>:”Fed advanced warning checklist”}

{<Taper ON>=”ON“; “+“}

{<Taper OFF>=”OFF“; ““}

{<Commencing sequence>}

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Anatomy of a momentum boom/bust: Facebook

In Idiosyncrasy on Wed 27 Nov 2013 at 06:45

Continuing my series on momentum crashes, take a look at the following charts.  Notice anything in common among them?

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W(h)ither the American way

In Existential, Idiosyncrasy, Politics on Mon 11 Nov 2013 at 06:18

“Excuse me, let me tell you something… When America opened up the floodgates and let all us Italians in, what do you think they were doing it for? ‘Cause they were trying to save us from poverty? No, they did it because they needed us. They needed us to build their cities and dig their subways, and to make them richer.

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The QE counterfactual’s counterfactual: The appropriate policy response

In Economics, Idiosyncrasy on Thu 24 Oct 2013 at 07:10

Barry Ritholtz (The Big Picture) has posted a string of great, original content, evaluating Quantitative Easing’s efficacy in as unbiased a manner as anyone could ask for. (I, II & III)

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