專欄2016美國大選

Why forecasters failed to predict Trump’s victory

British Remainers watched the US presidential campaign with an uneasy sense that they had seen it all before: brazen lies from a populist movement, experts lining up to attest that all sensible people agree on what should be done . . . Those of us who saw the EU referendum campaign up close have been well prepared for the possibility of a Trump victory. US Democrats had less of a visceral warning and so were more surprised.

The truth is that once Trump had secured the nomination, a Trump presidency was always a strong possibility. The betting markets seemed to recognise this, offering odds of three-to-one a week or so before the poll. Three-to-one shots happen all the time — or at least, about a quarter of the time. A defeat for Hillary Clinton may be far more consequential than a defeat for Manchester City and, therefore, far more shocking but it shouldn’t be any more surprising. Favourites do not always win.

Forecasting is a tough job but we make it harder than it has to be by committing some familiar cognitive errors. So what are the lessons that we should learn?

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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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