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.
Present stock volatility resembles the days before the October 1987 Crash and Treasury price leap
A number of Insight readers reported problems receiving their August report via e-mail.
In most instances, what happened was that the e-mail from us had been deposited in
their junk or spam folder instead of their primary in-box.
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.
One solution may be to adjust your spam filters so that e-mails from firstname.lastname@example.org
are recognized as legitimate messages.