Saturday, December 31, 2011

Scenarios of Structural Change

1- Endgame

2- George Friedman

3- David Hale

4- How the West was Won

5- That Used to be us

6- INET

Sunday, December 25, 2011

Friday, December 16, 2011

Wednesday, December 14, 2011

Concepts and tenets of Modular Finance.....

Triangulation - Three sides to every story - and every person has one - stocks have a story too - the bull case the bear case and the market price.....

Bifurcation

Emergence

Reflexivity

Chaos Theory

Complexity

Asymmetrical Math

Cognitive Biases

Turbulence

Robust/fragile States

Second Law of Thermodynamics

Tuesday, December 13, 2011

ModularFinance - The Interaction of Intelligance - Capital and Culture in organic Systems...

AND THE CLOUD - THE BUTTERFLY - FAT TAILS - THE UNKOWN - AND THE WORLD OF INFINITE POSIBILITIES

Players in the Game

Intelligence Providers / New Thinking
IBM

Andrew Lo

Sante FE Institute

INET

Technology Providers

Advisor Software


Custodians
Schwab, fidelity, TD Ameritrade


Product Providers
Etf's

Hedgefunds

Wednesday, December 7, 2011

Understanding the Limitations of Modern Finance - Thomas Sargent

The "Rational expectations approach" and other techniques of modern finance don't yet capture economic reality. How do people really think, as individuals and in a market? How should we account for changes in expectations as people learn? How should we incorporate human thinkinking more realistically into economic models?

NYT 12/04.2001

Sunday, December 4, 2011

The Age of Authenticity......

Harvard MBA - FIELD

fiels immersion experiences for  leadership development

Thomas Sargent


Adaptive Learning