There is a new conventional wisdom beginning to emerge from the stock market these days and it says that there’s no way you can make money in a bear market unless you have the good fortune to be an expert market timer and bet against the recovery of the broad market. While it is true […]
Tag: Uncertainty
Wired magazine on: networks and the future of warfare
In a thoughtful article about technology and modern warfare, Wired magazine traces the birth of network warfare, its promise and its reality, which from their perspective was a near failure in OIF/OEF in the nation building phase because of technology’s inability to engage thesocial networks that are crucial to stability operations. The article contributes to the […]
The path to mastery, with emotional intelligence
The studies in the Cambridge Handbook of Expertise and Expert Performance describe the path to mastery as: (1) Deliberative Practice (2) Time spent at Deliberative Practice (3) Assistance from a mentor. Deliberative practice can be broken down to: (1) Identifying a long-term outcome (2) Breaking down the skills that lead to that outcome into its […]
Reflecting on the use of action research to guide curriculum development
from a project I am working on: describing why I believe Action Research is the right way to proceed with curriculum redesign projects. The importance of using Action Research methodology. The broad professional consensus is that we need transformational changes to our curriculum in order to understand an Army Change Management System which is struggling […]
A reflection on Action Inquiry in Army change management curriculum review (part 2)
Requirement: 3.A. Individual Learning Memo Assignment (Max 4 pages): write a final memo on what you have learned about action research. a. What do you take with you to the next part of your program? Summarize your takeaways as bullet points on the last pages of your memo. (1 page) b. Define your contribution to […]
Efficient markets: Being vs Becoming
There is a world of difference, all you need really, in the difference between these 2 statements: the market IS efficient and the market becomes efficient. It’s the difference between a state of being and a state of becoming (a state of action). A market moving towards efficient price levels is a market in motion, […]
Ready, Fire, Aim for chaotic markets
this picture and concept map reflects our emerging trading technique for chaotic markets, affectionately called, Ready-Fire-Aim which takes measured action within a framework of understanding, with finetuning for position sizing once we are in the trade and it begins to unfold
Framing the market condition to support trades in either direction
There is ample evidence to support both long and short side here. Follow the logic to see why i am very willing here to be long intraday, but am prepared to quickly reverse and go short on evidence of resumption of weakness. I believe this kind of market outlook will allow you to trade with […]
A reflection on Quality vs Validity in Action Research
How is concern for quality different from concern for validity in conventional social science? Conventional science, and by extension, conventional social science ,are concerned with reproducability, validity and objectivity. As such, principles of rigor and falsifiability are important components of any research, which come from a 3d person point of view, where the researcher remains […]
Profitable ETF Trading techniques: Systems thinking for traders
The purpose of this article is to review some of the highlights of systems thinking. My focus will be on practical applications and rules of thumb, rather than trying to develop a scholarly article which would only be of interest to … well, scholars! I will make every effort to do you no intellectual harm, […]