The Only Three Questions That Still Count: Investing By Knowing What Others Don't

The Only Three Questions That Still Count: Investing by Knowing What Others Don\'t
Contents
Preface
Acknowledgments
1: Question One: What Do You Believe That Is Actually False?
	If You Knew It Was Wrong, You Wouldn\'t Believe It
	The Mythological Correlation
	Always Look at It Differently
	When You Are Really, Really Wrong
2: Question Two: What Can You Fathom That Others Find Unfathomable?
	Fathoming the Unfathomable
	Ignore the Rock in the Bushes
	Discounting the Media Machine and Advanced Fad Avoidance
	The Shocking Truth About Yield Curves
	What the Yield Curve Is Trying to Tell You
	The Presidential Term Cycle
3: Question Three: What the Heck Is My Brain Doing to Blindside Me Now?
	It\'s Not Your Fault—Blame Evolution
	Cracking the Stone Age Code—Pride and Regret
	The Great Humiliator\'s Favorite Tricks
	Get Your Head Out of the Cave
4: Capital Markets Technology
	Building and Putting Capital Markets Technology Into Practice
	It\'s Good While It Lasts
	Forecast With Accuracy, Not Like a Professional
	Better Living Through Global Benchmarking
5: When There\'s No There, There!
	Johns Hopkins, My Grampa, Life Lessons and Pulling a Gertrude
	In the Center Ring—Oil Versus Stocks
	Sell in May Because the January Effect Will Dampen Your Santa Claus Rally Unless There Is a Witching Effect
6: No, It\'s Just The Opposite
	When You Are Wrong—Really, Really, Really Wrong
	Multiplier Effects and the Heroin-Addicted iPod Borrower
	Let\'s Trade This Deficit for That One
	The New Gold Standard
7: Shocking But True
	Supply and Demand . . . and That\'s It
	Weak Dollar, Strong Dollar—What Does It Matter?
8: The Great Humiliator and Your Stone Age Brain
	That Predictable Market
	Anatomy of a Bubble
	Some Basic Bear Rules
	What Causes a Bear Market?
9: Putting It All Together
	Stick With Your Strategy and Stick It to Him
	Four Rules That Count
	Finally! How to Pick Stocks That Only Win
	When the Heck Do You Sell?
Conclusion: Time to Say Goodbye
	Transformationalism
Appendix A: Causal Correlations and the Correlation Coefficient
Appendix B: News You Can\'t Use
Appendix C: Greater Fools
Appendix D: I Hate Funds
Appendix E: Annualized Versus Average
Appendix F: The Wizard of Oz and an OZ of Gold
Appendix G: 1980 Revisited
Appendix H: Popular But Problematic
Appendix I: Covered Calls—Covering What?
Notes
About the Authors
Index