Wednesday, September 8, 2010
Nothing Beats the exercise of judgement....FT.09/07.2010
hard data soft data intuitive data - Blink etc professionals have a feel......you can't learn in school.....experience
Thursday, August 5, 2010
Friday, July 30, 2010
Thursday, July 22, 2010
REVERSE ALPHA
Freddie, Fannie, GE Capital, S&L's etc produce negative alpha and piss away the money.
Business Models - if the model doesn't work regulate it - how about let it fail in the market
"Performance" models don't have to be regulated...... same problem about kids and participation vs Competition....It's purpose is misplaced....and will become uncompetitive in the market...
An Attraction Model Regulates Itself
A predator Model Needs to be Regulated
An Attraction Model Regulates Itself
A predator Model Needs to be Regulated
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