All About Alpha & Psychology Today

Here are the links to my thoughts on the needed new paradigm in risk management (All About Alpha) and the three things anyone can do to be more successful in the financial markets.

What were they thinking? From MF to LTCM

3 Things anyone can do better to understand the psychological side of the markets – the […]

By |February 8th, 2012|Perception, Psychology Today, ReThinking, Risk Management, Risk Prediction|0 Comments

MARKET MIND GAMES, A Radical Psychology of Risk

Risk ain’t what it used to be – if fact, most of the time it isn’t even risk at all. Instead it is something called Knightian Uncertainty – or the fundamental inability of humans to know for sure what will happen tomorrow. Yet we have to make decisions about tomorrow all the time.

Reams have been […]

By |January 8th, 2012|Perception, ReThinking|0 Comments

What Was Corzine Thinking?

Totally revamping emotions as data allows for the evaluation of alternative emotions like "what if I am wrong". And that is the only way to get out ahead of any concept or fact of our brain's ostensible "system 1" and "system 2"

By |November 4th, 2011|Perception, ReThinking, Subjective Probabilities|0 Comments

PJDA – that’s what it’s all about.

…and no it doesn’t say “PDA” although it may be that “it” is also all about that too.

I am talking – PERCEPTION, JUDGMENT, DECISION & ACTION – the sequence we all go through all the time. It is the sequence that we all want to improve in order to make better decisions and create better […]

By |October 11th, 2011|Perception, ReThinking|0 Comments

The Social Market – Theory of Mind

It’s easy to forget that markets are nothing more than a mechanism to transmit value and value is nothing more than perception. Hence markets are nothing more than perception. Likewise, it is easy to forget that in all of our fundamental, technical and economic analyses, we are trying to decipher and predict both current and […]

By |August 16th, 2011|Perception, ReThinking, Subjective Probabilities|0 Comments

The Debt Deal’s Social Map

So Sunday night came and went without a market meltdown. And now the market talk is of “we all know they will make some kind of deal” so … what’s the big deal?

Let me ask you, what if they don’t? What if Congresspeople who truly don’t understand how financial markets function on perception decide that […]

By |July 25th, 2011|Perception, ReThinking, Subjective Probabilities|0 Comments

Emotional Context – the eC – is the Clue to Behavioral Finance & Economics

The now vast field of behavioral finance can outline and articulate the mistakes we make in our choices. We look at questions that are in effect the same depending on how the question is worded, we evaluate the gain or loss of the same amount of money in a lopsided way, we can be primed […]

By |May 27th, 2011|Emotion research, Perception, ReThinking|0 Comments

How to Think in the Gap between the Facts & Success

We have a tendency not to notice that our emphasis on numbers and logic leaves out a crucial part of the thinking processes we actually engage in to make decisions. In order to make the best decisions – and to perform at our highest levels – we need to get logical about the gap between […]

By |April 21st, 2011|Academia, Perception, ReThinking|0 Comments

“Why” of Financial Crisis only on p. 4 as Dow hits 12K

We need a revolution in our own conscious minds that makes us see ourselves as we are once and for all. We need to admit that how we feel makes all the difference in the world to what we do or decide.

By |January 28th, 2011|Academia, Perception, ReThinking, Subjective Probabilities|0 Comments

New Model of Thinking and Emotion

At the recent Neuroleadership summit in Boston, Lisa Feldman Barrett articulated a whole new view on the appropriate model for understanding our thinking and our feelings.

“Lisa challenged some of the most deeply held ideas about how the mind works in her session. She stated that Daniel Goldman’s theory on emotional intelligence is largely incorrect. Studies […]

By |November 27th, 2010|Academia, Perception, ReThinking, Subjective Probabilities|0 Comments