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Michael Pokrovski

ha aggiunto una foto Decision Making and Problem Solving
2026-07-01 19:49:33 -

How do emotions affect investing?
The Illusion of the Dispassionate Ledger We approach the investment mandate with the cold, sterile vocabulary of the laboratory. We speak of "risk-adjusted returns," "mean reversion," and "capital allocation." We construct models that assume a world populated by the Homo economicus—a creature of pure, calculating utility who sits, motionless and immune to the turbulence of the psyche,...

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Michael Pokrovski

ha aggiunto una foto Decision Making and Problem Solving
2026-07-01 19:46:43 -

How do I make better financial decisions?
The Architecture of the Speculative Self We approach financial decision-making with an air of sophisticated calculation. We peer at the charts, we dissect the quarterly reports, we weigh the projections, and we convince ourselves that we are engaging in a rigorous, objective analysis of value. We believe that if we have enough information, the "right" choice will manifest as a mathematical...

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