Content

Philosophy of Time

• 9 March 2009 – Visit to Greenwich

• 2 February 2012 – Lake Balaton

• 3 July 2009 – Go to Jesus

• 11 July 2009 – The Death of Socrates

Cycles of Excitement

• 24 May 2020 – Excited Sunspots

• 06 June 2010 – The Bankrupt State

• 22 October 2007 – Cash and Crash Cycles

• 6 October 2008 – The Nile Flood – Drought Cycle

• 5 December, 2008 – War and Terror Cycles

• 9 August 2008 – Cycles of Blindness

• 8 September 2008 – The October Low

• 24 August 2008 – The Gold Cycle

• The Benner Cycle/ The Dow Cycle

  The Lost Beetle

• Randomness is not Random

• The Drunkard’s walk

• The Probability Myth

• Jules Regnault’s Sqrt (Time)

• Bernouli’s Stochastic Probability

• The Bayesian Curse

  
  Turbulence

• Navier Stokes and Boussinesq Approximation

• Small Changes – Butterfly Effect

• The Strange Attractor

• Noise kills signals

• Are outliers doomed?

• The black crow

• Geometry of Turbulence

• 2nd law of thermodynamics

• Random Patterns

  The White Swan (Normality)

• Life of an average

• Shiller’s Exuberance

• Galton’s Mediocrity

• Is Reversion Statistical?

• Reversion Diversion Hypothesis

• Markov’s transition

• Stock Market Stationarity

• Misery in Momentum

  
  Life in a leaf (Non Normality)

• Preferential Attachment

• The Greedy Cluster

• Law of Large Numbers

• Willis and Yule

• Polya’s Urns

• Markov’s Chain

• Ising and Pareto

• Revisiting Willis

• The Earthquake Science (Wall Street and Earthquakes)

• Everything fails (Campbell and Goodhart)

  
  Web is a bow tie

• Geometry Persists

• The Euclidean Proportion

• Bolyai’s Parallel Postulates

• Julia Sets

• Mandelbrot – Life and Coastlines

• The S Curve

• Web is a bow tie

• Cantor Sets and Snowflakes

• Schumpeter’s Phenomenon

• Plummer’s Triad

• Time Fractals

• The Time Translation

• Life in a leaf – HnS Clock

• Many States of Equilibriums

• Reconciliation of Poor Get Richer with Rich Get Richer

• Nature’s way

  Economic Axioms

• Bubbles come and go and come again

• By 2025, will we be in Stone Age?

• Without Water

• Tragedy of Commons and ESG

• The New Gold

• Information Irrelevance

• Age of Inflation/ Inflation or Deflation

• Cost of Money

• Economics Nobel

• Interdisciplinary Nobel

• The Triangular Harmony

• The BRIC model/Long India – Short China

• The Benner’s Prophecy

  Fruit Basket Paradox

• The Law of Ruin

• What is Value? (/Beating the mkt)

• Shiller’s Fluctuations

• Thaler’s Losers

• Fama’s Proxy (/Size Proxy)

• Montier’s CRAP

• Andrew Lo’s Dangers

• Jack’s Revolution is over

• How is Physics not dangerous

• The Beta Maths

• HML/SMB/ Rest/ Duration Factor

• The Smart Inverse Challenge

  End of behavioural finance (Storytelling of anomalies)

• 17 Oranges

• The Art of War

• Extraordinary Delusions

• The Uncertainty bias/

• Investor Bias/ Dow Psychology

• Pattern of Belief

• Bad is stronger than good

• Wish, Intuition and Counter-Intuition/ Intuition System

• Breaking News/ Funny Money

• Psychology of a Loss/Seller

• How Good is Greed

• The Frantic Call

• The Crazy Consumption/ Fake Gucci

• Investing Like Odyssyus

• The Weeping Willow

• The Rational Exuberance

• Why prediction markets are destined to fail

• The (un)ethical insider

• Blind Men and the elephant

• Saving the long-only trader

• Datafy that nudge

• Thinking slow and fast

• End of Behavioural Finance

• Quantifying Social Mood/ Long Fotball – Short Baseball

  The Cookie Experiment (Understanding Nature)

• Stock Market Science

• The Intelligent System

• Quantum

• What is life?

• Gribbin’s Schrodinger

• kristen – Jesus Christ

• Space and Time

• The 3D Time

• Architecture of Complexity

• Higs Boson and the Cycle Theory of Everything

  Firefighter from Idaho (Future of AI)

• Jazz and trading

• The Fortune Index

• AI’s jumping cat problem

• ML knows no cash

• The Data Universality

• Architecture of Data

• Web Singularity

• Tech Tokenization

• ESG is an Alternative Asset

• Human AI

• General AI