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A short intermezzo by side-show Bob

I have been feeling a lttle bit under the weather but luckily, we can post some stuff with a little help from our friends. Sideshow Bob volunteered and came up with the following short consideration about the impact of Basel III going softer on banks and capital cushion requirements. It also touches the vital aspect of financial markets, being liquidity, and…

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th-jpg.jpg

A short intermezzo by side-show Bob

I have been feeling a lttle bit under the weather but luckily, we can post some stuff with a little help from our friends. Sideshow Bob volunteered and came up with the following short consideration about the impact of Basel III going softer on banks and capital cushion requirements. It also touches the vital aspect of financial markets, being liquidity, and…

Lees het volledige artikel

th-jpg.jpg

A short intermezzo by side-show Bob

I have been feeling a lttle bit under the weather but luckily, we can post some stuff with a little help from our friends. Sideshow Bob volunteered and came up with the following short consideration about the impact of Basel III going softer on banks and capital cushion requirements. It also touches the vital aspect of financial markets, being liquidity, and…

Lees het volledige artikel

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Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

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Sunday's boat trip on the river Nile

Last Sunday in caffè Mulassano (“Signal and the Noise”) , Theo discussed Nate Silver’s Bayes approach on probabilities. Today, I would like to tackle the issue from another angle : statistics & random walks, time frame and market memory. And to do so, we dive into a book by Benoit Mandelbrot (1924-2010), godfather of Nassim Taleb.…

Lees het volledige artikel

Nile-at-Aswan-Egypt-006.jpg

Sunday's boat trip on the river Nile

Last Sunday in caffè Mulassano (“Signal and the Noise”) , Theo discussed Nate Silver’s Bayes approach on probabilities. Today, I would like to tackle the issue from another angle : statistics & random walks, time frame and market memory. And to do so, we dive into a book by Benoit Mandelbrot (1924-2010), godfather of Nassim Taleb.…

Lees het volledige artikel

Nile-at-Aswan-Egypt-006.jpg

Sunday's boat trip on the river Nile

Last Sunday in caffè Mulassano (“Signal and the Noise”) , Theo discussed Nate Silver’s Bayes approach on probabilities. Today, I would like to tackle the issue from another angle : statistics & random walks, time frame and market memory. And to do so, we dive into a book by Benoit Mandelbrot (1924-2010), godfather of Nassim Taleb.…

Lees het volledige artikel

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Guest Post Café Mulassano : The "Signal"and the "Noise"

We like to drink our latte macchiato on Sunday at Mulassano’s while reading a book. And this week’s book review is brought to you by Theo. But before giving the floor to Theo, first some quotes as a way of introduction : When Kenneth Arrow worked as an Air Force weather forecaster during WWII, the following incident occurred. He and his fellow statisticians…

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Twitter

  1. Geert NoelsGeert Noels said: Alibaba in Luik: Een prijs die je liever niet wint... Kleine investering tegen hoge prijs, en grote klanten die boo… https://t.co/BT8taB3Ku2about 4 hours ago
  2. Geert NoelsGeert Noels said: RT @theinfamouskyle: Ik heb gisteren rond 18u een zwarte iphone x/xs gevonden op het Astridplein (Antwerpen) Ik zou gek worden als ik mijn…about 5 hours ago
  3. Geert NoelsGeert Noels said: @wjmvanvelden Zou ik zekerd doen, en vooral de noodzakelijke technologie mee ontwikkelen zodat we hefboomeffect hebben.about 12 hours ago
  4. Geert NoelsGeert Noels said: @Limfizzkit Die haal je sowieso niet met de huidige inspanningen.about 12 hours ago
  5. Geert NoelsGeert Noels said: @wjmvanvelden Dat haal je niet met het westen alleen, China/India moeten ook inspanningen doen en wellicht ook klimaatengineering nodig.about 12 hours ago