Category: Asymmetric Insight
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The week in review shows some shifts
Much of the observations I shared last week are continuing to be more apparent this week. So, in case you missed it, this may be a good time to read them. Earnings season is tricky… Read More
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Front-running S&P 500 Resistance
The S&P 500 stock index closed just -1% from its all-time high it reached on January 26, 2018, and hasn’t been that high since. It’s been in a drawdown that was as much as -10% and… Read More
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Sector Trends are Driving Equity Returns
In Growth Stocks have Stronger Momentum than Value in 2018 I explained the divergence between the return of the two styles of Growth and Value. I suggest the real return driver between size and style is primarily the… Read More
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The successful will do on a daily basis…
“The successful will do on a daily basis what the average won’t consider doing even once.” – Mike Shell Read More
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Each of us tends to think we see things as they are, that we are objective. But this is not the case. We see the world, not as it is, but as we are—or, as… Read More
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Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.”
– Steve Jobs Read More
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The Southern Voice: What You Don’t Know About the South and the Southern Accent
Asymmetric Information is when someone has superior or more knowledge than others about a topic. The Illusion of Asymmetric Insight occurs when people perceive their knowledge of others to surpass other people’s knowledge of themselves.… Read More