A collection of cool articles that I have read separated by categories and such:

Life/Philosophy:#

• Causation is not Correlation:
  • Hume’s Insight: Causal Inference always involves something we add to the data, not something that the data contains on its own.
  • Correlation does not imply causation but the converse too is true: The absence of correlation does not imply an absenece of causation.
  • Correlation measures association = whether knowing X tells you something about Y. Causation asks whether changing X would change Y.
  • Correlation is symmetric while Causation is not symmetric.
  • Correlation can be low because of non-linear relationships e.g. Moderate Strees increase Performance while excessive stress decreases, offsetting paths between variables, heterogeneous effects (avg effect being zero).

Politics and Policy:#

• Japanese ZIRP and NIRP reversals and their effects on the US:
  • Perspective on how fiscal regimes are shifting. A weak yen and strong dollar shifting to a strong yen and a weak dollar.
  • reading more on this..