Tag Archives: thinking

Behavioural psychologists DON’T understand investment industry.

Most people would agree with the following statement by celebrated behavioural psychologist Daniel Kahneman – from his best selling book describing new insights into how good and bad decisions are made: “Why do investors, both amateur and professional, stubbornly believe … Continue reading

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Spread for RISK narrowed; as predicted!

You might recall that in December I posted the adjacent chart, recommending that the spread between equity yields and treasuries was “NUTS” and a narrowing of the spread between more risk and less risk would favour stocks.  It remains in … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments