A working paper exploring the idea that information equilibrium between an information source and an information destination is a general principle for understanding the micro- and macroeconomic allocation problem. [Here] is a first draft.
Monday, March 13, 2017
S&P 500 forecast versus data: March update
Here is an update of how the S&P500 forecast is going (the second graph is a zoomed-in version on the recent post-forecast data [black]):