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Joseph S. Kalinowski, CFA
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Recent Posts
A Message to my Diamond-Handed Friends
Cognitive Dissonance
What a "Blue Wave" Means For The Market
The Validity of Behavioral Finance
Stock Newsletters and Broad Market Appeal
September Sell-off and Tactical Strategy
Framing the Debate
Influenced in your Thinking by a Bias or Heuristic
Writing a Critique Through the Lens of Behavioral Economics
The Trump Narrative
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Be Prepared to Go Over the Fiscal Cliff
Be prepared to go over the Fiscal Cliff Once again we are in full crisis mode in Washington as our elected “crisis managers” set out to...
Nov 26, 2012
Equity Risk Premium Points to Trouble Ahead.
In our Money and Finance note today, we expressed our skepticism towards the current market bounce in large part due to our overall...
Nov 19, 2012
Remaining in Cash
The U.S. equity markets appear to be strengthening from its October doldrums on news that our leaders in Washington are close to...
Nov 19, 2012
Further Downside Expected
We thank all our clients for their patience and understanding in giving us the time required to get back to 100% operationally. While the...
Nov 13, 2012
Behavioral Models Indicate a Market Correction
As we mentioned in last week’s note, the model was revealing significant cracks in this current rally and we were anticipating a coming...
Oct 23, 2012
Warning! Coming Market Correction.
Thus far for the month of October the U.S. equity market looks somewhat weak. That said, our quantitative behavioral model continues to...
Oct 15, 2012
The Truth about Income Inequality
With the 2012 Presidential elections quickly approaching and the successful outcome for challenger Romney during the first presidential...
Oct 5, 2012
Economic Malaise and Overregulation.
The original version of this article was written and published on 1/16/12. A Story of Regulation Late last year the city of San Francisco...
Sep 20, 2012
How We're Trading QE3
“Everything makes sense in hindsight, a fact that financial pundits exploit every evening as they offer convincing accounts of the day’s...
Sep 11, 2012
The ECB Solution is Flawed
Late last week, Mario Draghi, head of the European Central Bank set forth his proposal as it relates to sovereign debt purchases by the...
Sep 10, 2012
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