Not everything that counts can be counted
It is difficult to accept uncertainty. It is tempting to try and escape it by kidding ourselves and each other, but that is liable to land us in greater difficulties.
outlook
The curious advice to sell in May and go away
We are prone to exaggerate the consistency and coherence of what we see.
What to make of economic and market forecasts
We do not have, never have had, and never will have an opinion about where the stock market, interest rates, or business activity will be a year from now
My take on Wall Street forecasts for 2022
My firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street
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