Amazing blunder
drowns 'Signal'
On Nate Silver's book
The signal and the noise: why so many predictions fail -- but some don't
(Penguin 2012)
Nate Silver plainly believes knowledge is power. People who use
statistical methods without incorporating relevant information tend to
be less accurate at prediction than those who use both, he says.
This finding is born out by baseball forecasters, he writes. Though his
own statistical method was fairly good, he concedes scouts spotted
potential in players that his method did not. But on the other hand,
scouts tended to overlook potential disclosed by statistics. Which is
why, Silver says, teams these days combine statistical methods with
scouting reports when choosing players.
Silver, a reformed internet poker shark, gives his general readers a
taste of Bayesian probability, without going into much depth on the
mathematics or the controversy concerning that approach.
Much of his book is given over to examples of how statistical forecasters often
mistake signal for noise. He praises the improvement in weather
forecasts but damns economic modeling.
And, after a well-researched look at the global warming debate, we discover: Silver is also an expert on terrorism.
He spoke with Donald Rumsfeld and read a book Rumsfeld recommended that
explained why America was unprepared for the Pearl Harbor attack, which
essentially said that though all the dots were there, they were improperly
connected. Next, we come to how the attacks of 9/11 could have caught
America off-guard. Only the intellectually lazy would think of
conspiracy. Statistics confirm that failure to connect dots could easily
be a true explanation.
Silver has committed the very blunder he so earnestly warns about
earlier in his book: Failure to incorporate important information. He seems to have decided that because a probabilistic explanation can be
used to endorse the official line, it's obvious that no further work
need be done.
And he hasn't done that work.
In a seemingly well-researched chapter on global warming, Silver
carefully examines the
controversy. Not so for 9/11. Only one side of the controversy -- the
government's -- is considered. Statistics, uninformed by relevant
information establishing coverup, is then used to rationalize the
government's claims. Most of his information concerning 9/11 appears to have come from the 9/11 commission report; Silver doesn't seem to realize that the commission's co-chairmen and its general counsel have distanced themselves from the report because of the CIA's concealment of evidence.
Why ruin an otherwise pretty good book with a penultimate chapter that misleads the gullible with false insight? The best one can say is hubris: Silver has committed one of the sins he so sternly warns against: overconfidence, which, as he says, leads to the forcing of data to fit a curve or the "seeing" of a signal that might not be there.
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