專欄臥底經濟學家

Of foxes, hedgehogs and the art of financial forecasting

The fantastic Mr Fox is on course for another famous victory. FT Money has a tradition of holding a year-end competition to forecast some key financial indicator, and easily the most distinctive competitor is a fox in the garden of the columnist Kevin Goldstein-Jackson, who gives his forecasts by consuming one of a variety of appropriately labelled pieces of chicken. (I refer not to Mr Goldstein-Jackson but to the fox.)

If the method is quirky, there’s no arguing with the results: the fox was the most accurate forecaster in 2008 and 2009 and, barring a year-end rally, the fox will win again in 2011. Such repeated success is an outstanding achievement against fields of about a dozen rivals.

Since the fox is a taciturn competitor, we cannot directly ask it for forecasting tips. A few lessons do, however, suggest themselves. The first is that extreme forecasts have an excellent chance of winning such contests because professional forecasters will huddle together for protection and the eventual outcome is rarely close to the cosy consensus.

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臥底經濟學家

蒂姆•哈福德(Tim Harford)是英國《金融時報》的經濟學專欄作家,他撰寫兩個欄目:《親愛的經濟學家》和 《臥底經濟學家》。他寫過一本暢銷書也叫做《臥底經濟學家》,這本書已經被翻譯爲16種語言,他現在正在寫這本書的續集。哈福德也是BBC的一檔節目《相信我,我是經濟學家》(Trust Me, I’m an Economist)的主持人。他同妻子及兩個孩子一起住在倫敦。

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