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    Sound, Rational Analysis > Blind Ideology

    Story SourceBR: One of the things I frequently discuss in these pages is the importance of having an objective, defendable process, including an awareness of one’s own biases and cognitive errors. This applies to just about anything, but it is especially important for those of us who engage in analytical pursuit of complex issues. Whether you perform economic analysis, portfolio […]

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    Do core and transitory volatilities matter for the economy?

    Story SourceDo core and transitory volatilities matter for the economy?Jeremy Chiu, Richard Harris and Evarist StojaBank Underground 19 May 2017 · 11:00 am Financial market shocks: do they matter for the economy? Financial markets are intrinsically volatile, constantly fluctuating in response to a wide variety of news. Often, these shocks to volatility are short-lived, perhaps […]

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    The Missing Boomerang Buyers

    Story SourceThe Missing Boomerang Buyers Jessie Romero Federal Reserve Bank of Richmond, First Quarter 2017 Does it matter whether those who lost their homes during the crisis come back to the housing market? In July 2006, the Mortgage Insurance Companies of America, a now-defunct trade group, sent a letter to the Federal Reserve and other […]

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    Why Doesn’t the Greatest Album Ever Made Have More Hits?

    Story SourceInteresting analysis; video after the jump. Source: The Economist Paul McCartney Ringo Starr Sgt Peppers/With A Little Help from My Friends The Night That Changed America The Beatles A Grammy Salute Paul And Ringo Sgt Peppers With A Little help for my friends!! [embedded content]

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    Wind Projects in the United States

    Story SourceVery interesting — As prices come down, and subsidies fade, I don’t see how this administration puts the toothpaste back in the tube . . . Source: New York Times h/t @nytimesbusiness

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    Why Lie?

    Story SourceIn the age of Trump, it is an interesting question: Why Lie? Source: National Geographic

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    MIB: Bill Sharpe on Pricing and Risk

    Story SourceThis week on our Masters in Business radio podcast, we sit down with William F. Sharpe, winner of the 1990 Sveriges Riksbank Prize in Economic Sciences (aka Nobel Prize for economics) who created the Capital Asset Pricing Model, and a method for calculating risk-adjusted return that has become known as the Sharpe Ratio. Sharpe describes some […]