Re: ask Dcifrths...well, anything...about finance/mkts/ports that is.
Barron
To what do you ascribe the ability of a major macro firm to make money in the markets (i.e. quant-type analysis, Soros type "feel" and fundmamental analysis, superior access to information, etc)
Also...why aren't you returning there.
Lastly, do you agree that economists (that was my major) are "non experts" as described in the Black Swan and basically worthless, particularly as it relates to prediction (I subscribe to this belief, FWIW).
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