Insights

The forces. Not the headlines.

Analysis and commentary on markets, companies, and the forces that move them.

Macro & Policy

The Fed's Dual Mandate in Practice

Congress gave the Federal Reserve two goals — stable prices and maximum employment. How the Fed weights them in real time explains most of what its policy actually does.

August 18, 20267 min read
Market Commentary

Where the Tape Stands: Mid-August 2026

A structural read of the mid-August market — index levels, breadth, sector heat, volatility, and the yield curve — with no forecasts attached.

August 17, 20267 min read
Strategy Notes

Reading Market Turns With Leveraged Relative-Strength Ratios

A conventional relative-strength ratio compares two unrelated instruments. The LRS ratio compares same-source instruments that differ only in leverage — AAPL/TQQQ, TQQQ/QQQ — to read whether the market is rewarding leverage or punishing it.

July 27, 20269 min read
Investor Psychology & Behavior

Why Optimism Is Hardest to Recognise at the End of a Bull Market

That optimism peaks near market highs is almost self-evident in hindsight. The difficulty is that at the time, optimism never arrives dressed as optimism. It presents itself as a calm reading of the facts.

July 24, 20263 min read
Investor Psychology & Behavior

How Herding Changed Once Information Became Abundant

Herding has always been understood as copying what other people decide. Once the supply of information vastly exceeds anyone's capacity to process it, herding changes shape. What gets copied is no longer other people's positions but their attention.

July 24, 20263 min read
Investor Psychology & Behavior

How Social Media Alters an Investor's Sense of Time

Investing operates on a scale of years. Social media operates on a scale of minutes. When the second becomes the primary source of information about the first, the conflict between them does not stay at the level of information.

July 24, 20263 min read
Investor Psychology & Behavior

Everyone Endorses Long-Term Holding. Almost Nobody Practises It.

Long-term holding enjoys wider agreement than almost any other principle in investing, and a lower rate of practice than almost any other. The gap is not a failure of knowledge. It is built into the way the principle is stated.

July 24, 20263 min read
Investor Psychology & Behavior

What Actually Triggers Panic Selling

Panic selling is usually attributed to the size of a decline. Observed behaviour suggests the trigger is more often how long the decline lasts than how deep it goes.

July 24, 20263 min read
Investor Psychology & Behavior

Anchoring to Your Cost Basis

The cost basis carries less information about an asset than almost any other number in a portfolio, and is looked at more often than almost any of them. That contradiction explains a great many otherwise puzzling decisions.

July 24, 20263 min read
Investor Psychology & Behavior

How Losing Positions Get Reclassified as Long-Term Investments

The holding period for a given position is rarely settled at the moment of purchase. Far more often it is established retrospectively, once the position has moved against its owner.

July 24, 20263 min read
Investor Psychology & Behavior

The Overweighting of Expert Opinion

How reliable professional judgement turns out to be depends on what kind of feedback a field provides. Markets supply feedback that is slow, noisy and frequently misleading, which changes how experience accumulates there.

July 24, 20263 min read
Investor Psychology & Behavior

How a Narrative Replaces Analysis

A good story travels through a market far faster than a good analysis. The reason has little to do with diligence. Stories possess two properties analysis lacks: they survive retelling intact, and they can shed their conditions.

July 24, 20263 min read
Investor Psychology & Behavior

How Investors Rewrite Their Own Expectations

Memory works by reconstruction rather than storage. Every act of recall quietly revises the original expectation in line with what is now known. The process requires no intention to deceive.

July 24, 20263 min read
Investor Psychology & Behavior

Position Size and Emotional Intensity

Doubling a position does not double the emotional response. The response stays nearly flat below a certain threshold and rises sharply above it, and that threshold varies by person and is seldom measured.

July 24, 20263 min read
Investor Psychology & Behavior

Why Information Consumption Spikes During Declines

Readership of market information peaks during declines. The quality of market information reaches its low point across the same stretch. The coincidence in timing is no accident.

July 24, 20263 min read
Investor Psychology & Behavior

How Echo Chambers Harden Mistaken Views

Hearing the same argument repeatedly registers in the mind as independent evidence accumulating. Where the repetitions originate from a single source, the confidence that accumulates has nothing underneath it.

July 24, 20263 min read
Investor Psychology & Behavior

The Two Forms of Fear of Missing Out

Fear of missing out is usually described as an urge to buy into something. Its more common form appears in people who already hold the asset, and it is far better disguised.

July 24, 20263 min read
Investor Psychology & Behavior

Why Investors Remember the Calls They Got Right

Memory preserves forecasts selectively. Correct forecasts come with clear cues for recall. Incorrect ones lack any occasion that would bring them back to mind.

July 24, 20263 min read
Investor Psychology & Behavior

Paper Losses and Realised Losses

The same sum of money carries a different psychological weight on paper from the weight it carries once realised. The difference has no economic basis and influences decisions with great consistency.

July 24, 20263 min read
Global Markets

The Gap Between Global Market Weights and What Investors Actually Hold

The distribution of world equity market value is a verifiable fact. What most investors actually hold sits a long way from it, and the direction of the gap is the same in nearly every country.

July 24, 20263 min read
Global Markets

The Long-Run Record Outside the United States

United States equities delivered among the strongest returns of any major market across the past century. Using that record to infer the long-run characteristics of markets generally runs into several structural problems.

July 24, 20263 min read
Global Markets

How Currency Eats or Amplifies Foreign Returns

The return on a foreign asset has two components: what the asset did, and what its currency did against the investor's own. The second is frequently large enough to dominate the result.

July 24, 20263 min read
Global Markets

The Blurring Line Between Developed and Emerging Markets

The developed and emerging classification directs trillions in allocation. The gap between the criteria behind it and present reality has widened across the past two decades.

July 24, 20263 min read
Global Markets

Japan: Thirty Years and Governance Reform

Japanese equities spent three decades below their nineteen eighty-nine peak. Among the changes of recent years, corporate governance reform is one of the few with a structural character.

July 24, 20263 min read