tag:blogger.com,1999:blog-27015308470472796812024-02-08T03:31:33.654-08:00MAIN & WALL - SANTA FEModular-Finance applied to Business Strategy and Consulting....A MAIN & WALL Financialâ„¢ Street-Smart CommunityUnknownnoreply@blogger.comBlogger11125tag:blogger.com,1999:blog-2701530847047279681.post-9690490654420986642011-03-08T06:59:00.001-08:002011-03-08T06:59:30.134-08:00Capitalism is Organic in NatureUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-49020097964105270562011-01-30T09:10:00.001-08:002011-01-30T09:13:15.176-08:00Capitalism is about CompetitionWe want to compete for your business - all great competitors know success is not a linear process - and often requires you reinvent yourself - Mary kay example - Baseball players go through slumps etc but they adjust because thay "have a platform to Adapt"Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-56721756248264329412010-09-16T14:11:00.001-07:002010-09-16T14:11:33.789-07:00The Arrow and The RingUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-54774785878792612032010-07-25T09:47:00.000-07:002010-07-25T09:47:07.473-07:00A cyclical Phase or an evolutionary PhaseModern Finance Assumes Stationary. as well as economics. It assumes that the probability doesn't Change. But the problem is that the process is random rather than deterministic. Stationary assumes that the way you go from summer to winter and back again is always the same. All modern finance assumes stationary. But financae is all about structual changes and how we interpret them. We don't live in a world that is stationary.Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-72048045077794982152010-07-20T14:41:00.001-07:002010-07-20T14:41:40.970-07:00Performance vs Distribution....... Take your pickUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-60657450994858929002010-07-14T22:31:00.001-07:002010-07-14T22:31:17.301-07:00The market should punish by competition anybody taking more then their alphaUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-11384834429614963952010-07-13T18:15:00.000-07:002010-07-13T18:15:43.652-07:00Globalism 4.00Globalism 3.0 - the fall of the Berlin wall<br />
The EU etc etc<br />
<br />
<br />
Globalization 4.0 - The Formation of the G-20.Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-9720555512681130962010-07-13T18:01:00.000-07:002010-07-13T18:16:51.358-07:00Globalism 2.0 and Capitalism 4.0Government and Markets are the Components<br />
<br />
Culture plays a part MAINTAIN the CULTURE<br />
<br />
Gettysburg Address.<br />
Government of the people by the people and for the people shall not perish from the earth... gives us our edge let's not lose it.<br />
<br />
In our model Wall Street is about people, day to day life, the culture and their behavior.<br />
<br />
Wall street is about Markets, their purpose their contribution to the civilization. When they work hand in hand its a powerful force.Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-37505028886460466862010-07-13T06:30:00.000-07:002010-07-13T06:31:44.460-07:00The Difference between the micro and macro level is blind faith in the rational manWhen every thinks that way there is no "Evolution" - The Macro Man doesn't it only works a market only works when every body is doing their homewor and their part IE. Equity research. A business man worries about the changing Environment An index player doesn't. Financial planners and the age of Mutual Fund Investing.Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-12051992824508027602010-07-12T13:15:00.001-07:002010-07-12T13:15:39.887-07:00The Financial Sector is NOT doing it's JobUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2701530847047279681.post-9457749740347985552008-07-22T14:19:00.000-07:002008-07-25T14:32:45.509-07:00The BLACK SWAN"The market was being run by mathematicians that didn't know financial markets. And you keep hearing you know, god, that event should only happen once every hundred years, according to my model. But those every hundred years events are coming along every two or three years, which should raise some questions."<br /><br />And so first quarter brought in a new awareness that boosted book sales of Taleb's Black Swan to higher numbers then Greenspan's new book!*<br /><br />*Linda Bradford Raschke<br />LBR Group/BlogUnknownnoreply@blogger.com0