David@valuealigned.com
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Polls Down;Stock Market Up

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I have been doing some work on the measurement problem in politics – specifically how those “damn statistics” are tortured until they support some broad policy initiative. The Democrats and President Obama in particular have hammered home the unfairness of...
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Bear turns to Bull?

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Our Trend indicators on the S&P 500 Index all flashed green yesterday and the market promptly rallied big time today. No sooner than all indices made ytd highs – Microsoft disappoints after the close. And that’s a good thing. We...
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Risk v Executive Reward

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All this screaming about excessive incentives for risk taking. I think it has more to do with asymmetric incentives. If you give someone the motivation to make a huge amount of money without losing much, then you have done a...
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