Copy, Paste, Hike
Only surprises move markets, but watch out for the packaging.
Market Research and Personal Views
Published weekly by Samuel Mohinani
Views are my own — not financial advice.
Latest Research
5 postsFat Tails, Thin Guidance
Rare events are not as rare as the models assume, and how guidance moves the odds.
Correlation, Causation or Irrelevance
Some events cause each other, some move together, and some do neither.
Understanding Data
So many numbers and why they mean nothing in isolation.
Situations, Awareness and Timing
The importance of correctness as we increase leverage and decrease timeframe.