What good is a brain?

Discussion in 'Trading' started by lindq, Mar 30, 2004.


  1. I believe it is important to distinguish between "thinking" and "second-guessing."
     
    #21     Mar 31, 2004
  2. lindq

    lindq

    Actually, a well designed long-only system can make money in downtrending markets, as well as uptrending markets, as I will be happy to demonstrate for you.
     
    #22     Mar 31, 2004
  3. lindq

    lindq

    Well, what's the diff? If your system generates a trade and you "think" about it, isn't that "second guessing"?

    And if you "think" about what your system has told you, are you defeating the purpose of your earlier work in creating the system?

    That's the point. Why put thousands of hours in developing a solid system, only to "think" about a trade when it develops? As an earlier poster so well pointed out, in "thinking" aren't you just putting yourself into the emotional turmoil of the masses, and isn't the purpose of a system to avoid that?

    For me, "thinking" about a trade has been counterproductive. Sad, but true.
     
    #23     Mar 31, 2004
  4. Cheese

    Cheese

    I enjoy thinking. Thinking never gets me fu*ked up. But I use brainpower to create and to keep fine tuned my system.

    Heres what you should not do. Do not let the emotional power of your brain intervene to make you stray from your system or to override your system or to make you think you should try to cherry pick from it.

    I assume in making the above comments, a backed tested and market played system that is reliable.

    For me this means data, parameters and filters which together give me a very reliably predictive system (ie DOW) to use daily.
     
    #24     Mar 31, 2004
  5. What makes you not to take a signal generated by your system? What other factors do you consider? Overall market, news, fundamentals...? Gut feel ...? Setup doesn't look perfect..?
     
    #25     Mar 31, 2004
  6. Don, how about a market-making system?
     
    #26     Mar 31, 2004
  7. Systems developers constantly monitor performance based
    on objective statistical measurements and modify as the stats
    dictate.

    Systems fade over time, and a good system developer will know
    when to take it offline.

    If someone states that human discretionary traders dont
    effectively do the very exact same thing, via online experience,
    then I would call bullshit.

    System traders and discretionary traders are not that different.
    System traders just prefer to do their homework up front with less risk.


    peace

    axeman


     
    #27     Mar 31, 2004
  8. lindq

    lindq

    Good question. As I generally buy pullbacks, there is always some fear in play. If the overall market is pulling back, I may also fear putting too much capital on the line with an increasing number of system alerts, despite the fact that I know damn well that this is typically the time to be very aggressive.

    Then there are the reasons stocks are pulling back. (Is this really bad news? Does this analyst know something I don't? Etc. Etc.) Is there widespread fear in the market that's being reported in the news? Should I just not listen to the news at all? (I say listen, my system says DON'T!)

    My theory is that there are two main reasons why we let our brain get in the way more often that not.

    1. It will happen if we don't have complete confidence in the system we are trading, which so often happens if you are trying to trade a system you didn't develop.
    2. It will happen because we all feel we need to "work" for a living, and we think that profits should not come without constant effort. That work ethic is drilled into us for decades of education, and years more of professional advancement. But it is often not supportive of good trading, especially after one has learned the ropes and developed a system that can run somewhat on automatic, if even for a short amount of time.

    As with MANY aspects of trading, what we have learned in the past...and how we've even learned to think at all... can often get in our way.
     
    #28     Mar 31, 2004
  9. Pretty tough to do because of the need to accomodate large priints at times...we already use (well planned) enveloping programs with success.

    But, feel free to send me a PM with details...

    Don
     
    #29     Mar 31, 2004
  10. Change my mind about what?

    Currency trading is the future, man. Besides, trading is trading.

    But, whatever. I don't think you have ten dollars let alone a million.

    I think you're just a blowhard.

    Sam
     
    #30     Mar 31, 2004