Monthly Archives: August 2012

What actually predicts the stock market?

(Not much) Anyone who has spent much time with a quantitative tool trying to regress data points against future returns already knows: nearly nothing works. It also seems to be substantially easier (read: still quite difficult) to find relationships which … Continue reading

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Home Prices: Looking a lot like a recovery

The recent Case-Shiller HPI data reflects a visibly improving housing situation, wholly unlike an economy going into decline: Rather, and perhaps more interestingly, it fits another pattern very well…  that of a recovering economy: What we see here is the … Continue reading

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