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Daily Archives: May 3, 2021
Stocks vs. Treasuries: which one is most accurately pricing future growth
Stock markets and Treasury bonds are pricing two diametrically opposed investment outlooks from here. They can’t both be right. For a lucid discussion on where probabilities lie see The Battle Royale: Stocks vs. Bonds (which is right?). Productivity growth depends … Continue reading
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Kahneman and Harari: ‘Global Trends Shaping Humankind’
Two of my favourite authors and thinkers… Daniel Kahneman and Yuval Noah Harari in: ‘Global Trends Shaping Humankind’, a conversation moderated by Kara Swisher. This session was a part of the 2021 Nexus Online Summit, organized by the American Friends … Continue reading
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