Why just be contrarian when you can bet against consensus and be right? Through a meta-analysis
of what moves markets and what drives human behavior New York Times bestselling author and
founder of Verdad Advisers Daniel Rasmussen cuts through the 60 40 portfolio exposing where
empirical evidence shows the best opportunities?and where projections models and experts
often fail?to create an asset allocation that can withstand the tests of time. In this
exploration of intellectual truths in investing Dan's research shows that the investor's edge
lies in fundamentals over forecasts humility over hubris and demonstrated rules over dogma.
