The Only Three Questions That Still Count: Investing By Knowing What Others Don't, 2nd Edition

CONTENTS

Preface

Acknowledgments

Chapter 1: Question One: What Do you Believe that is Actually False?

If you Knew it was Wrong, you Wouldn’t BelieveIt

The Mythological Correlation

Always Look at it Differently

When you Are Really, Really Wrong

Chapter 2: Question Two: What Can you Fathom that Others Find Unfathomable?

Fathoming the Unfathomable

Ignore the Rock in the Bushes

Discounting the Media Machine and Advanced Fad Avoidance

The Shocking Truth About Yield Curves

What the Yield Curve is Trying to Tell you

The Presidential Term Cycle

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

Get Your Head Out of the Cave

Chapter 4: Capital Markets Technology

Building and Putting Capital Markets Technology Into Practice

It’s Good While it Lasts

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

Sell in May Because the January Effect Will Dampen Your Santa Claus Rally Unless There is a Witching Effect

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

The New Gold Standard

Chapter 7: Shocking But True

Supply and Demand . . . and That’s ...