The Great Texas Freeze – Beyond the Flaw of Averages
The Great Texas Freeze – Beyond the Flaw of Averages A reminder of why we systematically underestimate risks and how to read the news…
The Streetlight Effect and What You “Know That Ain’t So”
The Streetlight Effect and What You “Know That Ain’t So” Anyone in the analytics of investments or economics knows The Big Short, which quotes...
What We Know and Don’t Know After 100 Days of Covid-19 Analytics
What We Know and Don’t Know After 100 Days of Covid-19 Analytics Reviewing the impact of the virus on the US economy and the…
You Can’t Read the Other Guy’s Numbers – Covid-19 Edition
You Can’t Read the Other Guy’s Numbers (Covid-19 Edition) Years ago, as we studied Mergers and Acquisitions (M&A), we coined the term “You Can’t…