We don’t know as much as we think we do
We, all of us, tend to be overconfident and make too many assumptions. Consider this case: a few years ago, it seemed the TA landscape was swept with the idea…
Reader question: what’s the most important thing?
Reader Mark asks a beginner's question that might not be such a beginner question after all: Hi Adam. This might seem like a silly beginner question, but what is the…
Correlated risk? Or opportunity?
In my weekend research report I write for my clients, I shared a few thoughts on correlation. This is a timely topic--we may be entering a period of the market…
Understanding the uncertainty of our market predictions
Most of us who write about financial markets look to the future. Yes, there is a place for theory, and any theory lies on a firm foundation of what has…