The Art of the Probe

We often write about Common Knowledge – the game of markets. It’s time to talk about how to play it. So how can you be a better game-player? What are some specific strategies one can adopt to play the game of markets more effectively?

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Hey Spike

The strong do what they can, while the weak suffer what they must. — Thucydides, “The History of the Peloponnesian War” (395 BC) Global growth is really bad! Hooray! That was the verdict of US markets yesterday, as the Fed minutes “revealed” (to use the breathless phrasing of mainstream financial media) a “growing concern” with …

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Finest Worksong

The fault, dear Brutus, is not in our stars, but in ourselves. – William Shakespeare, “Julius Caesar” (1599) In theory there is no difference between theory and practice. In practice there is. – Yogi Berra, (b. 1925) There is one great mystery in the high falutin’ circles of the Fed, ECB, and IMF today. Why is …

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