You can't generate positive alpha without a PhD.

Discussion in 'Trading' started by WallStGolfer31, Feb 15, 2007.

  1. virgin

    virgin

    the butterfly effect , BINGO ! :D



    Modern orthodoxy of finance (Capital Asset Pricing Model or CAPM) is based on the shaky assumption that financial phenomena can be described according to a Gaussian normal distribution, that is they claim to be able to eliminate the possibility of extreme un-forecasted events with a 99 percent probability and to indicate for each level of risk an efficient portfolio maximizing return.
    Mandelbrot demonstrates rather conclusively that Gaussian normal distribution of financial prices has been subject to oversimplification to make the data fit in the model, because of "fat tails", concentration and extreme events.
    This means that CAPM is useful only when there is less need of it - that is when markets are calm, while is of no utility with extreme events.
    Exposing weaknesses in the orthodoxy is not an intellectual pastime, since everyone can still remember the crash of 1987, the many financial crises from 1992 (the disruption of the European exchange rate mechanism, the crises of Mexico, South East Asia, Russia, Argentina,...), the disaster of LTCM in 1998 (it employed 25 PhD and 2 Nobel medalist in economics for their works in finance) and lastly the financial crises after the buoyant markets and high tech bubbles of 2000.



    Whitster,

    Let's write together a best-seller :cool:
     
    #191     Feb 16, 2007
  2. virgin

    virgin

    greed is built up , step by step over a long time frame ; months, years..tech bubble,tulip mania, etc...

    panic and fear reach their maximum in seconds,minutes


    that's why you see the biggest spikes to the downside and not upside



    HUMAN behavior dictates markets, indeed
     
    #192     Feb 16, 2007
  3. dpt

    dpt

    This seems to be a troll.

    What I find amusing is that the fellow says that he wants to be a professor of
    finance, claims expertise sufficient to have made it into some PhD program,
    and is completely undisturbed by all of the by now well-analysed data that
    tends to contradict his assertions: empirical probability distributions of
    price returns are skewed and leptokurtotic, and also show
    heteroskedasticity. This much is evident in the distributions of daily and
    weekly returns on, say, the S&P 500.

    More importantly, tick by tick price time series clearly exhibit non-trivial
    autocorrelation. The null hypothesis that drift corrected price time series
    are diffusive on all time scales is thus ruled out, and such a conclusion is
    robust statistically. All of this should be well known to any well-trained
    undergraduate in the area of quantitative finance at the present time.

    Analysis of actual data suggests to any objective observer, even one who has
    never traded, that the possibility of obtaining an edge in trading may be real
    enough, although the simple facts above about the time series certainly don't
    translate easily into a tradeable edge or suggest that it is easy to find one.

    In any case my guess is that becoming a well-payed tenured professor of
    finance is not an easy or automatic consequence of obtaining a PhD in finance,
    at least not if the field is anywhere near as competitive as academic physics.

    In physics very, very few with freshly minted PhDs are offered assistant
    professorships. Starting salaries for physics post-docs are not high,
    certainly nowhere near 140K. Post-docs at national labs are getting about
    45-50K these days, and the numbers are lower at many universities. Most people
    who go into physics, and try for an academic career, can expect to have to
    follow a long and hard road after the PhD, before they have anything like a
    secure position. Of those who obtain tenured professorships most don't end up
    at top-tier institutions, where the rate of obtaining tenure after getting a
    tenure track assistant professorship can be as low as 1 in 20. Of course,
    with a position like that on your resume, you can probably count on getting a
    position at a second or third tier institution, but pay is much lower at
    second and third tier universities and colleges.

    I wouldn't be surprised at all if the overall washout rate is as high in theoretical physics as it is in trading.
     
    #193     Feb 16, 2007
  4. Mvic

    Mvic

    I think he needed some help with his homework.
     
    #194     Feb 16, 2007
  5. The guy is obviously a fraud that came in here to rile you guys up.
     
    #195     Feb 16, 2007
  6. it worked. trolls are like electronic crack. you know you shouldn't inhale and respond to them, but you just can't help it.

    :)
     
    #196     Feb 16, 2007
  7. Virgin, I'm with you

    This thread will have a positive result

    Our bestseller inspired by an internet troll

    :)
     
    #197     Feb 16, 2007
  8. virgin

    virgin

    Whitster,



    Could this thread be classified as evidence for the butterfly effect (internet troll > bestseller ) ?
     
    #198     Feb 16, 2007
  9. exactly. and that';s the perfect description of wallstreetgolfertroll(tm). - a "perturbation"
     
    #199     Feb 16, 2007
  10. virgin

    virgin

    :D :D :D


    may I close this thread now ? :confused:
     
    #200     Feb 16, 2007