Compulsive tracking doesn’t measure what really counts
Centuries of the subtle craft of measurement have given way to gadgets that spew numbers
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Data: you don’t know what you’ve got till it’s gone
To decide whether official statistics are useful, look at what happens when they disappear
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
The importance of slowing down
The difference between busy-ness and productivity is often blurred by competing demands
The trials that quietly changed our lives
Testing claims matters more than ever in an age of misinformation, overconfident assertions and unsubstantiated opinions
Separating the signal from the noise in private credit
What matters most is how capital was deployed and underwritten
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn