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We don’t start with models. We start with data. We don’t have any preconceived notions. We look for things that can be replicated thousands of times. A trouble with convergence trading is that you don’t have a time scale. You say that eventually things will come together.Well, when is eventually?
We search through historical data looking for anomalous patterns that we would not expect to occur at random. Our scheme is to analyze data and markets to test for statistical significance and consistency over time. Once we find one, we test it for statistical significance and consistency over time. After we determine its validity, weask, ‘Does this correspond to some aspect of behavior that seems reasonable?’
解读:抽象群体易被理想化,而身边真实个体有缺点、会犯错,呼吁把关爱落到实处,关心身边亲朋,而非空谈大爱,忽略眼前人的需求。
解读:低谷虽痛苦,却能撕下生活伪装,让人看清世态炎凉、自身短板。唯有主动自救、积极利用这段时光磨砺,才能借助点滴希望逆袭,培养绝境重生的勇气。