tag:blogger.com,1999:blog-7366878066073177705.post8056362608038965609..comments2024-02-09T18:16:45.614+00:00Comments on The Psy-Fi Blog: Meme Reversiontimarrhttp://www.blogger.com/profile/06254802085744425067noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-7366878066073177705.post-14299642859721010532016-06-06T00:22:11.613+01:002016-06-06T00:22:11.613+01:00Brilliantly expressed, Timarr!Brilliantly expressed, Timarr!Steven Jon Kaplanhttps://www.blogger.com/profile/18247364947716097214noreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-25138791861278071172016-05-01T18:54:16.848+01:002016-05-01T18:54:16.848+01:00"James Poterba and Larry Summers demonstrated..."James Poterba and Larry Summers demonstrated ...": heh, heh, that'll be the Larry Summers who proved such a flop when he tried to dabble in money management at Harvard, eh?deariemenoreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-41502071479406281132016-03-31T16:12:59.670+01:002016-03-31T16:12:59.670+01:00No quite preaching into the void, you know. This h...No quite preaching into the void, you know. This has been one of the blogs I read every week as sort of "hairshirt" to make sure I don't get bigger than my britches. You have cured me of thinking myself clever.lahttps://www.blogger.com/profile/07255635545156617402noreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-27338077949072383482016-03-28T21:54:08.927+01:002016-03-28T21:54:08.927+01:00Great post- we all think we are special and we are...Great post- we all think we are special and we are all looking for that dream stock.<br />One comment- you say:<br />"It’s not exactly new knowledge that mean reversion works and that quality stocks tend to keep earning above average returns and should therefore be bought whenever their valuations fall into normal territory."<br /><br />Here you are actually preaching mean reversion - valuations will increase to historical norms, and a lack of mean reversion- quality companies will keep earning above average returns and not revert to industry norms.<br /><br />Kane1200https://www.blogger.com/profile/14028493957190715885noreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-28762562082990088432016-03-26T17:05:28.312+00:002016-03-26T17:05:28.312+00:00Sorry about that, but I have no idea what the prob...Sorry about that, but I have no idea what the problem is. All the email updates are automated and I've changed nothing; and I can't see any problem on the email accounts I use to check everything's working. If you can give a bit more detail about what the problem is then I'd be happy to sort it.Anonymoushttps://www.blogger.com/profile/02962463047911359789noreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-85515018306682457552016-03-25T23:24:00.583+00:002016-03-25T23:24:00.583+00:00Your blog e-newsletter updates apparently are now ...Your blog e-newsletter updates apparently are now including some Amazon-related widget functionality, which is making my e-mail software app choke. That's kind of rude and inappropriate. As a result, I just unsubscribed from your blog updates. If that was inadvertent, you should fix it and issue an apology. BTW, I'm a student of business models and capitalism, so I get that aspect of the issue. However, you're the only blog/e-mail newsletter I've had this experience with.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-61931554935661807692016-03-25T16:38:24.771+00:002016-03-25T16:38:24.771+00:00Not quite preaching into the void Timarr. Those of...Not quite preaching into the void Timarr. Those of us that are out here are quietly, slowly absorbing and internalizing the lessons to be learnt.<br /><br />The site is a treasure trove with regular flashes of insight around every corner and hidden under every stone.<br />Anonymousnoreply@blogger.com