Our two guiding principles:
- Human nature changes very slowly over time, if at all. Therefore, history is relevant because human beings will react to similar circumstances in similar ways. The trick, however, is to find the relevant piece of history on which to draw parallels. In this sense, forecasting is an art, not a science.
- The objective of forecasting is to identify the significant but undiscounted aspects of the outlook. This is where the true opportunities for investors lie and where business can get the jump on competitors. A rehash of the consensus view, which is fully discounted in security markets and business plans, is of limited value.
The October 2015 Insight report will be completed this weekend and sent out on Monday, Oct. 12. A number of Insight readers, mostly those with gmail e-mail accounts, have reported problems receiving their reports via e-mail. Apparently, gmail recently tightened its anti-spam software, which may be the reason that the Insights sent by e-mail, in bulk, are finding their way into spam and junk folders.
One suggestion was to urge Insight readers who receive our reports via e-mail to include our e-mail address (firstname.lastname@example.org) in their own e-mail address book.
If you haven't received your report by the 10th day of the month, check your junk or spam folder. In most cases, you'll find that Insight—for whatever reason—was deposited in one of them.