CONTENTS
Chapter 1: Question One: What Do you Believe that is Actually False?
If you Knew it was Wrong, you Wouldn’t BelieveIt
When you Are Really, Really Wrong
Chapter 2: Question Two: What Can you Fathom that Others Find Unfathomable?
Discounting the Media Machine and Advanced Fad Avoidance
The Shocking Truth About Yield Curves
What the Yield Curve is Trying to Tell you
Chapter 3: Question Three: What the Heck is My Brain Doing to Blindside Me Now?
It’s Not Your Fault—Blame Evolution
Cracking the Stone Age Code—Pride and Regret
The Great Humiliator’s Favorite Tricks
Chapter 4: Capital Markets Technology
Building and Putting Capital Markets Technology Into Practice
Forecast With Accuracy, Not Like a Professional
Better Living Through Global Benchmarking
Chapter 5: When There’s No There, There!
Johns Hopkins, My Grampa, Life Lessons and Pulling a Gertrude
In the Center Ring—Oil Versus Stocks
Chapter 6: No, It’s Just The Opposite
When you Are Wrong—Really, Really, Really Wrong
Multiplier Effects and the Heroin-Addicted iPod Borrower
Let’s Trade This Deficit for that One
Supply and Demand . . . and That’s It
Weak Dollar, Strong Dollar—What Does it Matter?
Chapter 8: The Great Humiliator and Your Stone Age Brain
Chapter 9: Putting it All Together
Stick With Your Strategy and Stick it to Him