It's not quite true to say that most economists believe markets are
efficient, especially as the economic notions of efficiency are not a
single, simple concept.  It's more accurate to say that an efficient
market is a useful hypothetical basis from which to reason about
markets.

That said, I'm interested in taking a look at this paper.

On Tue, Oct 2, 2012 at 6:24 PM, Dan Bron <[email protected]> wrote:
> Most economists believe that markets are efficient, and a lot of our financial
> infrastructure is founded on this premise (the EMH).
>
> Most mathematicians believe that P≠NP, and it would be a bombshell in the math
> world if it were proved false.
>
> The paper below by Philip Maymin [1] proves these two theories directly
> contradict each other, and that only one can be true.
>
> In other words: If P≠NP, then the EMH is not true, and it will always be
> possible to make risk-free money. But if the EMH is true, then the capital
> markets are the perfect computing fabric, and can efficiently solve any
> NP-hard computational problem.
>
> After reading the paper, and a little reflection, it's pretty obvious (almost
> intuitive) that the EMH is very unlikely to be true, but the insight is quite
> startling.
>
> -Dan
>
> [1]  Markets are efficient if and only if P=NP
>      http://arxiv.org/abs/1002.2284v2
>
> PS:  You don't need to be versed in either economics or mathematics to read
> and enjoy this paper.  It's well-written, and introduces all the necessary
> concepts in an accessible, digestible way.  Thanks to Raul for bringing this
> to my attention on Twitter (by retweeting Charles Stross, @cstross).
>
>
>
>
> ----------------------------------------------------------------------
> For information about J forums see http://www.jsoftware.com/forums.htm



-- 
Devon McCormick, CFA
^me^ at acm.
org is my
preferred e-mail
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