To tap into the advantages of deeper meaning analysis, searchers will have to offer up more detailed descriptions, a process he compares to having a conversation with a human being.

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What seems to be missing from your well-meaning but misinformed analysis are some facts.

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's global co-head of emerging markets, Ramin Toloui, says the company uses "bottom-up company analysis" meaning it choose firms to invest in regardless of sector.

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Good stories supplement analysis by supplying the context that gives facts meaning.

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But, to my earlier point, when we did the analysis behind it, we found no greater fundamental risk, meaning distributions were no more tied to commodity prices than the infrastructure plays.

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Instead, to judge by the most comprehensive study on the reliability of forensic evidence to date, the error rate is more than 10% in five categories of analysis, including fiber, paint and body fluids. (Meaning: When the expert says specimen X matches source Y, there's a 10% probability he's wrong.) DNA and fingerprints are more reliable but still not foolproof.

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But the analysis could not take into account the country in which comments were posted, meaning that tweets recorded as X Factor tweets, for example, could have been written about the US version of the show.

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Rather than the interaction pattern analysis which is essentially a counting or quantitative problem, we are now looking for the deeper meaning, a qualitative problem.

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