MainStreet:WallStreet - The Changing landscape of Business,Finance and Investing in the 21st Century - The Evolution of Capitalism and the Future of Investing - The (Mis)Allocation of Capital and the Behavior of Markets....The Modular World and the Sporting Life......Evolution is Modular...and the Band Plays On.....
Saturday, May 28, 2011
Thursday, May 26, 2011
Wednesday, May 25, 2011
Tuesday, May 24, 2011
Monday, May 23, 2011
Fixed income Investors are smarter/faster then Equity Investors Why?
Becaused they are concerned with Cash Flow Not Growth Stories...
Sunday, May 22, 2011
The Modular World
Introduce the Coccepts of Complexity, Cognition and Evolution to The Investment Process
Evolution of Capitalism
"If you look closely and patiently enough, you might not disern a full blown revolution -yet. But I'd wageryou would at least detect in vivid detail, it prelude.
Financial Plans need to be adaptive not Linear like a battle Plan or Game Plan...the Ability to adjust to Both Endogenous and Exongenous Events...
The Fractal Nature of Growth and Financial Systems........
and the Concept of Scaling....in Complexity ......and Adaptive Systems......
and the Concept of Scaling....in Complexity ......and Adaptive Systems......
Putting These Two Modules Together - Ws Finally got around to a Convertible Couch Model...
,,,but the next level is enen harder....another 20years to train...can't train one person...
Saturday, May 21, 2011
Friday, May 20, 2011
Subscribe to:
Posts (Atom)