The Only Three Questions That Count: Investing by Knowing What Others Don't [NOOK Book]

Table of Contents

Acknowledgments     ix
Foreword     xiii
Preface     xix
Who Am I to Tell You Something That Counts?     xix
Idiots and Professionals: Oh, but I Repeat Myself     xxii
Because Mr. Crafty, It's Not a Craft     xxvi
It's All Latin to Me-Starting to Think like a Scientist     xxix
The Only Three Questions That Count     xxx
Question One: What Do You Believe That Is Actually False?     1
If You Knew It Was Wrong, You Wouldn't Believe It     1
The Mythological Correlation     8
Always Look at It Differently     20
When You Are Really, Really Wrong     27
Question Two: What Can You Fathom That Others Find Unfathomable?     37
Fathoming the Unfathomable     37
Ignore the Rock in the Bushes     38
Discounting the Media Machine and Advanced Fad Avoidance     40
The Shocking Truth about Yield Curves     48
What the Yield Curve Is Trying to Tell You     63
The Presidential Term Cycle     72
Question Three: What the Heck Is My Brain Doing to Blindside Me Now?     81
It's Not Your Fault-Blame Evolution     81
Cracking the Stone Age Code-Pride and Regret     87
TheGreat Humiliator's Favorite Tricks     105
Get Your Head Out of the Cave     107
Capital Markets Technology     119
Building and Putting Capital Markets Technology into Practice     119
It's Good while It Lasts     122
Forecast with Accuracy, Not like a Professional     128
Better Living through Global Benchmarking     140
When There's No There, There!     165
Johns Hopkins, My Grampa, Life Lessons, and Pulling a Gertrude     165
In the Center Ring-Oil versus Stocks     171
Sell in May because the January Effect Will Dampen Your Santa Claus Rally Unless There Is a Witching Effect     185
No, It's Just the Opposite     193
When You Are Wrong-Really, Really, Really Wrong     193
Multiplier Effects and the Heroin-Addicted Apple iPod Borrower     202
Let's Trade This Deficit for That One     213
The New Gold Standard     222
Shocking but True     235
Supply and Demand...and That's It     235
Weak Dollar, Strong Dollar-What Does It Matter?     257
The Great Humiliator and Your Stone-Age Brain     273
That Predictable Market     273
Anatomy of a Bubble     282
Some Basic Bear Rules      293
What Causes a Bear Market?     304
Putting It All Together     311
Stick with Your Strategy and Stick It to Him     311
Four Rules That Count     324
Finally! How to Pick Stocks That Only Win     343
When the Heck Do You Sell?     352
Conclusion     359
Transformationalism     360
U.S. Equity Total Returns 1830 to 1925     367
S&P 500 Composite Returns     369
Simulated Technology Returns     375
Nasdaq Composite Returns     377
U.K. Stock Market Total Returns     381
U.K. Stock Market (FTSE All-Share) Total Returns     385
Germany Stock Market Returns     389
Germany Stock Market (DAX) Total Returns     393
Japan Stock Market Total Returns     397
Japan Stock Market (TOPIX) Total Returns     401
Fisher Investments Global Total Return Performance     405
Ten-Year History of the Forbes Report Card     407
The United Deficits: Data     409
Notes     411
Glossary     421
Index     431