Trading Food for Thought: June 9th Edition
Food for thought: Why I Quit My Job to Travel the World France shuns Europe as Brexit revolt spreads The Wisdom and Whims of the Collective Michael Lewis Explores Why People Tend to Go With Their Guts...
View ArticleThe Great Fundamentals Debate and Emotional Response
A recent email interchange: Hello there Michael, I’m a 20 year old Swede who really likes trading, as well as your work. First of all I would like to thank you dearly for your great podcasts and books....
View ArticleTrading Food for Thought: June 14th Edition
Food for thought: Nassim Taleb’s Life Advice: Be Careful of Life Advice Standing Out From The Crowd: The Real Effects Of Outliers The Value of Grey Thinking As Tech Evaporates Jobs, “The Tipping Point...
View ArticleTrading Food for Thought: July 5th Edition
Food for thought: The Art of Decision Making: What Being Wrong Can Teach Us About Being Right The man who just can’t win: Sam Hinkie (finally) speaks GAM Buys Machine-Led $4 Billion Fund Manager Cantab...
View ArticleTrading Food for Thought: July 14th Edition
Food for thought: Daniel Kahneman’s Strategy for How Your Firm Can Think Smarter Managed Futures CTAs Once Again Dominate Hedge Fund Performance List Lunch with the FT: Philip Tetlock The Trinity...
View ArticleTrading Food for Thought: July 19th Edition
Food for thought: An expert on fighting poverty makes the case against a universal basic income Quantum Computing With Mothballs: Scientists Find A Way To Stabilize Electron Spins At Room Temperature...
View ArticleTrading Food for Thought: July 27th Edition
Food for thought: Winners Give Up All the Time The Trouble with Earnings and Price/Earnings Multiples Real estate is top investing choice, with stocks only tied for third, survey finds Have We Reached...
View ArticleEp. 471: Emma Seppala with Michael Covel on Trend Following
Subscribe to Trend Following Radio on iTunes Emma Seppala is today’s guest. She is author of “The Happiness Track: How to Apply the Science of Happiness to Accelerate Your Success.” She is the...
View ArticleTrading Food for Thought: August 3rd Edition
Food for thought: Anything can happen Maybe Negative Yields Are a Sign of Prosperity Personality Insights What is the efficient-markets hypothesis and how good a working model is it? World Hangs Up on...
View ArticleTrading Food for Thought: August 9th Edition
Food for thought: America’s Lost Boys Prospect Capital: The Enemy Within Disrupting Your Own Happiness Sell everything? This stock market dares you James Grant: Negative Interest Rates Will End — Badly...
View ArticleTrading Food for Thought: August 13th Edition
Food for thought: Simple vs Complex Factor Investing: No Secret, So Will It Continue to Work? All major US stock indexes post record closes; oil rallies Remember the debt passive funds owe active...
View ArticleAdopting a Proper Psychological Attitude: Michael Mauboussin Wisdom
Excerpt: In 2013, the Nobel Prize in economics went to three men. One of the recipients, Robert Shiller, is a professor at Yale University known for showing that markets are inefficient. Another was...
View ArticleNo Memory Trading Courtesy of TurtleTrader William Eckhardt
William Eckhardt, the great trend-following trader, has spoken forcefully about the idea of not having a memory in your trading: “Suppose two traders, A and B, are alike in most respects except the...
View ArticleThree Ways to Be Like Jordan Spieth
Insights: 1. Split the Uprights: “We do target training,” explains Cameron McCormick, Spieth’s longtime swing coach. “Jordan’s go-to range drill is to pick a left and right boundary — say, a bush and a...
View ArticleRay Dalio on Mistakephobia
Wisdom: Ray Dalio nails the education system well: “I believe that our society’s ‘mistakephobia’ is crippling, a problem that begins in most elementary schools, where we learn to learn what we are...
View ArticleTrading Food for Thought: August 28th Edition
Food for thought: Why the Unicorn Financing Market Just Became Dangerous…For All Involved The Upside of Losing Half Your Money EBI Conference: Major New Speakers Announced Swedroe: Research Highlights...
View ArticleTom Brady: Trend Following Trading Insights
Sports lessons applied to trading: Told another time by reporters that Brady attended a Broadway show instead of watching the Jets-Colts playoff game that would determine New England’s next opponent,...
View ArticleTrading Food for Thought: September 1 Edition
Food for thought: Managed Futures: Understanding a Misunderstood Diversification Tool Who Trades on Momentum, and Who Is on the Other Side? Are Index Funds Eating the World? My American Dream: How Mad...
View Article“…We end up reinforcing the behavior patterns that aggravate the risk in the...
Paul Volker gets it: Larry summers, who would later serve as treasury secretary to bill Clinton and adviser to Barack Obama, had a theory. Technological and financial innovation, he told the group, had...
View ArticleTrading Food for Thought: September 5th Edition
Food for thought: Why making a backup plan may set you up to fail Interview With Michael Mauboussin: Masters in Business Margin of Danger As Forecasts Go, You Can Bet on Monte Carlo The Optimal Size of...
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