MAIN & WALL Capital Management
Monday, February 14, 2011
Sunday, February 13, 2011
Investing Requires A different wat of Thinking And Decision Making
BARRY Ritholtz Says it well in This Column:
Thursday, February 10, 2011
"I'm shocked, shocked to find that gambling is going on here".
Yes Virginia, Poker is being Played, Strategy is part of the game.
The Game is played From The Buy Side - the Hunter vs the Hunted
If you're are not playing the game from the buy side you are being played from the sell side - It's that simple.
Friday, February 4, 2011
Thursday, February 3, 2011
MW/AlphaMatrix PortfolioManagement
A Flexible Strategy to Capture Alpha in an Evolutionary Phase
The Retail Distribution Model is Decades behind the times - That is an established fact
This is an Evolutionry Phase you need to get up to speed Fast if you are going to participate
We separated these two Models for A Purpose - they are separate and distinctive worlds
Bot independent and dependent upon each other Like Men & Women.
Wall street - A colossal failure in serving this need
the front end is driven by the back end - instead of the back end being driven by the front end
It's too late you have the wrong personal
It's too late you have the wrong personal
Wednesday, February 2, 2011
Wall Street 4 Main Street
What we have here is A FAILURE To COMMUNICATE
Current models don't model the real world
Both in economics and finance
They model and "explain" historical DATA like a back fitting trading Strategy and create a false sense of confidence - they are not useless but they do not predict the future.
They model and "explain" historical DATA like a back fitting trading Strategy and create a false sense of confidence - they are not useless but they do not predict the future.
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