Weighing the Week Ahead: Which Stocks Benefit Most from Trump Policy Changes?

The economic calendar is normal, but there will be a lot of competing news – Korean talks, China negotiations, and the Trump legal team’s announcement about whether the President will meet with Special Counsel Mueller. And those are just the items we know about! Sometimes there are great themes that do not get the deserved […]

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Trading, Fast and Slow

In Daniel Kahneman’s excellent book, Thinking, Fast and Slow, he investigates two systems of thought. The first is quick and automatic. The second, more focused on complex issues. Both employ heuristics, but in different ways. Both involve non-rational thinking. While I am borrowing the title and the general approach, it is not a perfect analogy. […]

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