Sunday, May 15, 2011

Sunday, May 8, 2011

Saturday, April 30, 2011

Markets need diversity to survive not homogenous thought......

markets business - and the law of large numbers..

Applying insurance principles to financial markets requires a lifetime and you miss everything in between

Thursday, April 21, 2011

A Transition requires an Adaptive Model

Witnessing as financial transition phase fro West to the East / along with the Culture ieTiger Mom

Wednesday, April 13, 2011

Investment Management Requires A personalized Strategy......Unfortuantely most Investors don't have One....

So they end up with either someone elses or the Default Strategy.......Buy, Hold and Hope..


The Lords of Strategy.....

When it comes to the 21st Century.... Half this industry is Upside down

You cannot assimilate the other side into your culture....it is incestuous....and fragile....not dynamic...

many "brokers" Know they are doing the wrong thing , but that's where the money is....so they do it....

and it is as much as the failure of Main Street to Play Their role , that is the problem

The Purpose of the Modular World .....

To reverse the devolution of the Unversal Banking Model......

Privide a platform to incorporate Advancing Knowledge instead of commoditizing the process'

Like the Lords of strategy - it is highly Conceptual

That model works in business but the business of finance is different

This is waht Modern Finance Failed to pick Up....the Flaw in the Model


The business of finance is just not abou t the business of business - it also about the business of finance

Friday, April 1, 2011

The Purpose of the Modular World.........

...is to provive  the Knowledge, Information, Insight, Tools, Resourcee and Platform to make Better Decisions......

In The Modular World Life Goes On.......

The Only Question is  -

Who is Leading and Who is Falling Behind.........

Saturday, March 26, 2011

In TMW everything is Connected to and Feeds off something Else to Survive....

Mandelbrot referred to this as a scaling property....in Nature

In the Seventies'''George Harrison Wrote...Living in the Material World.....

The Eighties defined this World......

All things Must Pass - Evolution is Modular.....

We are now living in the Modular world the Universe is Expanding.....

Evolution is Modular....

Understanding the Rational Optimist and Adam Smith - Specialization...

The Financial World Over the Last twenty years has gone in reverse - Devolution....

and needs to be restructured...see MWU banking 2.0 capitalism 4.0 etc. etc.

Friday, March 25, 2011

The Modular World

The World we live in - ?

The Financial World (realm)

The Natural World (realm) The World we live in

The Living World - The Biosphere -

Thursday, March 24, 2011

Finance IS Different

You are Not Buying A Sweater and Paying No Shipping - You are Buying A More Expensive Sweater.

LL Bean.

The Modular Gives you A 2 Decade advantage 10behind +10 ahead of the Curve

You cannot Afford to Mis this train

One of the Reasons to Use Realm is to Expose the Gibberish and Give you something you can intuitively relate to

A Modular Strategy - The Ability To Adapt......The Economist.....

Tuesday, March 22, 2011

Monday, March 14, 2011

Trading Rules

Confidenc or Smugness (Overconfident)

The Road Ahead

Mental Toughness - And the Four Dimansions, Einstein and Maslow

Sunday, February 13, 2011

Wednesday, February 2, 2011

Multi -tasking produces subpar results

Multi-Tasking and convertible couches  are 20th century concepts - not alpha Strategies

Tuesday, February 1, 2011

Monday, January 31, 2011

Life is not linear

Growth is Not Linear

Listen to The Market Not The Message Board

Schwab & AARP

Tunisia, Egypt

Alpha is A performance Sport

There are peaks and Valleys - don't get too low don't get too high

Unintended Consequences

Food inflation

Internal Conflicts are both the drivers and roadblocks to acheivement

Great Coaches create Unity of Purpose - because great acheivements are the result of it

The Android is now the number ! Smartphone Platform

How Long did that take

iShares - Evolving

1- Technology, China etc