Monthly Archives: December 2012

More on Forecasts

Posted on December 17, 2012 by rodroth

A violent alertness, the muscularity of risk, though still the secret inward cry: What else, what more? —C. K. Williams  Nassim Taleb hates forecasts and argues that people will take more risk when they have a forecast on the markets than they … Continue reading →

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About Forecasting

Posted on December 12, 2012 by rodroth

The real trouble with this world of ours is not that it is an unreasonable world, nor even that it is a reasonable one.  The commonest kind of trouble is that it is nearly reasonable, but not quite.  Life is … Continue reading →

Posted in On Markets | Comments Off on About Forecasting

Real Estate: Dead Cat Bounce Over?

Posted on December 10, 2012 by rodroth

The history of the market is the history of forgetting —F. J. Chu Ask yourself, do you know anyone that doesn’t think that buying a house now is a good idea? Is it not true that anytime, anyone says, “Man, this is a … Continue reading →

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Incerto

Posted on December 7, 2012 by rodroth

“You can’t get there from here” (What a service station attendant in Rome told me when I asked him how to get to my hotel) “I want to live happily in a world I don’t understand,” writes Nassim Taleb. His long awaited book, Antifragile, … Continue reading →

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Oil!

Posted on December 4, 2012 by rodroth

Beer drinkers and hell raisers, Baby won’t you come along with me… —Z Z Top  For the second time in the last thirty years, the oil patch is economically beating the socks off the country as a whole. It happened in the seventies when, during … Continue reading →

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