The Good Judgment Team

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I was chatting with Professor Tetlock earlier and he passed along this interesting opportunity.  It looks like fun plus you can make up to...

Apple – Too Big to Succeed?

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With the news that Apple is now the largest company by market cap in the US hitting the wire, analysts should take a look...

“All that had changed was people’s opinion of the place”

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“The Commanding General is well aware the forecasts are no good.  However, he needs them for planning purposes.” - Kenneth Arrow, Nobel Laureate Economist…recalling the...

Endowment Funds up 20% in 2011

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I wrote a month ago that the endowments and real money funds would face a high hurdle this past year (ending June 30th), and...

What Happens Next?

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This seems to be the question many people are asking in today's markets.  Most commentators and media focus only on equities (even though the...

Closed End Funds During Volatile Times

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It is always good to look at CEFs during bear markets and sharp market volatility. Here is a nice website that lets you screen based...

Dreman’s Contrarian Investment Rules

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If you get to Rule #1 you know there are some that I disagree with, but overall some nice advice from Contrarian Investment Strategies...

Gaining Some Perspective

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Normal market returns are extreme.  Listening to the media and following the comments on Twitter one would think the world is ending every 1%...

New White Papers Coming…

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We have a few new papers coming out over the next few months, and below are some of the teaser headlines: Learning to Love Investment...

BP CEO Oil Forecast

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Last quotes from Future Babble I promise: “I can forecast confidently that it will vary.  After that, I can gossip with you.  But that’s all...