You have crossed the border into the Log Normal Nation.

The topics here are politics, business, economics, and investment.  We regard this landscape using a double-edged approach. First we interpret political and economic events in terms of human motivation, which is the ultimate driver in these realms.  Who wins, who loses, and why? Second, we try to assess the market impact of both secular events and Acts of God in terms of statistics, risk analysis, portfolio theory and other mathematical tools. Make no mistake, this is not the faculty lounge. This is a place where logical, mathematically literate people of all stripes come to discuss and understand the way things really are, rather than the way the models say they should be. We attempt to use our training, skills, insight, and experience to survive and prosper in this ever-changing and sometimes perverse world.

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