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從圖上看出你鄰居的政黨傾向,房價, 小學排名,等等!!
I was sadden to find out that my neighbors vote Democrat over Republican 6:4. 下次搬家把政黨傾向列入考慮吧, 哈哈.

What a Split Congress Means For the Market
Divided executive and legislative branches have generally been good for the stock market? Any theory?

The Great British Venn Diagram
你有時會跟我一樣搞不清楚 England, Great Britain, 跟 UK之間的關係嗎? 英國是我們反恐自由陣營的堅強盟友呢. 用Venn Diagram來解說應該對學過邏輯的你很清楚吧.

反恐布落格
你自認對反恐很認真嗎? 偶而去逛逛吧. ]]> http://blog.roodo.com/neocon/archives/2411872.html http://blog.roodo.com/neocon/archives/2411872.html 讀blog心得 Fri, 03 Nov 2006 06:26:33 +0800 Necroeconomics

"Neuroeconomics" 綜合了神經科學,經濟學,及心理學來研究我們如何做決定. It looks at the role of the brain when we evaluate decisions, categorize risks and rewards, and interact with each other.

基本這是股市中技術分析理論的基本假設之一

問題1. "Do suicide bombers act in their own BEST interest?"
問題2. "best interest"一定是"best economic interest"嗎?

新補充: "MIND GAMES" on New Yorker
"你和一個陌生人坐在公園板凳聊天, 一個經濟學家走過來, 拿出10塊美金要給你和陌生人分, 但是條件是每人拿多少由陌生人決定, 最後由你來決定成不成交". 按照經濟學的觀點, 如果你是理性的, 就算陌生人決定他拿九塊, 你只拿一塊, 你都應該贊成這個交易, 儘管你覺得10分不公平. 事實上呢? 也許有許多人會"不理性"的作出兩敗俱傷的決定. 受委屈的回教世界是這樣, 民族主義作祟的某些中國人也是這樣. 也許不理性才是人類常態呢.

那市場中所有投資人都是理性的假設是否有問題?

2. 19 million Muslims for jihad...and that's just in Indonesia
"有一千九百萬的回教徒支持"武力聖戰".... 光是在印尼一個國家. " 新書 "America Alone: The End of the World As We Know It" 介紹.

3. "Volatility as an Asset Class"
Nassim Nicholas Taleb獨排眾議, 反對將Volatility當一個金融商品, what do you think?

這是贊成的意見: Volatility - The Birth Of A New Asset Class

More on ^VIX Why Volatility Index VIX Is Important for Asset Allocation (ETF: SPY)

4. A Closer Look at New Home Sales
房價下跌根據作者的說法似乎比帳面上的數字更嚴重呢 ]]> http://blog.roodo.com/neocon/archives/2385935.html http://blog.roodo.com/neocon/archives/2385935.html 讀blog心得 Mon, 30 Oct 2006 00:32:58 +0800 Corruption and International Valuation: Does Virtue Pay?
"美德"值錢嗎? 根據研究答案似乎是肯定的. 我們是不是可以在評估公司時將所有美德(無貪污, 透明, etc...)量化呢?

2. Yale's Money Guru Shares Wisdom with Masses
David Swensen認為, 扣除管費及稅後, active共同基金長期而言會表現比市場好的可能性只有百分之一?

3. Weather Derivatives: This Hot Market Shows No Sign of Cooling Off
氣象衍生產品讓人們除了抱怨天氣外, 還能實際上做些事呢(避險, 賺一筆, etc...). ]]> http://blog.roodo.com/neocon/archives/2385929.html http://blog.roodo.com/neocon/archives/2385929.html 讀blog心得 Mon, 30 Oct 2006 00:28:46 +0800