From that amuse bouche:
> The result of this paper is that these two questions are linked

No such thing was proven or even shown to be plausible.

On Wed, Sep 4, 2019 at 9:47 PM Donna Y <[email protected]> wrote:

>
> Donna Y
> [email protected]
>
>
> > On Sep 4, 2019, at 2:37 PM, Raul Miller <[email protected]> wrote:
> >
> > On Wed, Sep 4, 2019 at 2:19 PM Donna Y <[email protected]> wrote:
> >> Evaluated weak-form EMF entails the effect of historic data—something
> not available for a transaction that might be available in the future.
> >
> > But that information would be available in the future when the future
> > becomes the present.
>
> According to Maymin, that might be in 20 tears—that means his suggested
> method of proving P=NP couldn’t work for another 20 years.
>
> Why not propose a different Turing Machine and a Language it accepts—there
> are infinitely many.  The Church-Turing thesis states that any sufficiently
> powerful computational model which captures the notion of algorithm is
> computationally equivalent to the Turing machine.
>
> >
>
> > That said, for practical reasons (even ignoring regulations) it's not
>
> > possible to extract all meaning from historical data. This is
>
> > especially true in high monetary velocity contexts. There isn't enough
>
> > time to perform more than superficial calculations.
>
> Maymin invokes the term Bounded Rationality (coined by Herbert A. Simon.
> In Models of Man) that says rational decisions are often not feasible in
> practice because of the intractability of the decision problem and the
> finite computational resources available for making them.
>
> No one is omniscient. EMH doesn't say that an efficient market price
> system would make us so.
>
> "All meaning" isn't the sort of information Fama was claiming fair prices
> transmit.
>
> Changes in stock prices convey relevant information about the supply and
> demand and expected return on company shares in a way that allows people to
> choose to buy, hold or sell those stocks as if they did consciously
> calculate and understand factors that affected changes in value, even if
> they don’t.
>
> A central planner needs to know about the changed value of firms in order
> to distribute resources appropriately, whereas individual agents in a free
> market are automatically encouraged to distribute their investments to
> shares with improved value without having to consciously grasp why prices
> change.
> >
> >> Market regulation aim to make the market competitive and fair as
> >> well as efficient. What they may want to eliminate if a loophole
> >> that would allow one or more participants to drain money from other
> >> participants unfairly and also undermine the primary purpose of the
> >> market which is to raise capital for firms.
> >
> > Market regulations attempt to do so.
> >
> > But regulations also have limits -- including jurisdictional limits.
> > This leads to fraud related issues (which, are -- practically speaking
> > -- another example of market inefficiency).
>
> Yes there is fraud or the possibility of fraud—does that make the market
> inefficient by definition. Fine, see below, it says nothing about SAT-1 or
> the class NP.
> >
> >> Even if market regulations eliminate market efficiency it is definitely
> false that
> >> market regulations eliminate NP-Completeness
> >
> > How [specifically] would this be false?
>
> In computational modeling the outputs of a computing system C are used to
> describe some behaviour of another system S under some conditions. The
> explanation for S’s behaviour has to do with S’s properties, not with a
> computation performed by the model.
>
> If Maymin is correct that EMH is equivalent to a specific N-complete
> problem C and if he solves the NP-complete problem then that proves C is in
> P—it has an efficient solution. By Maymin’s proposed proof that would imply
> EMH was efficient.
>
> If he could prove C has no efficient solution then by his logic the market
> is not efficient. Proving C, an NP-Complete problem, has an efficient
> solution proves P=NP.
>
> Else showing the market has regulators that make it inefficient then so be
> it, EMH is not efficient by definition. That does not prove anything about
> C or the class NP.
>
>
> >
> >> Economics is not mathematics—it is a social science attempting to
> explain social phenomena and distribution of resources among people.
> >
> > Sure, but economics uses mathematics, and if the math being used is
> > mathematically inconsistent, that means that any value in its results
> > didn't come from the math.
>
> Yes I said that. CS and Economics use math.
>
> In computational explanation some behaviour of a system S is explained by
> a particular kind of process internal to S—a computation—and by the
> properties of that computation.  The mathematical description A that
> specifies the evolution of  S only represents what is known about the
> evolution of S.  Some factors that influence S’s evolution might be
> unknown,
>
> To include everything that is known about S in A may make the mathematics
> analytically or computationally intractable.
>
> >
> > Thanks,
> >
> > --
> > Raul
> > ----------------------------------------------------------------------
> > For information about J forums see http://www.jsoftware.com/forums.htm
>
> ----------------------------------------------------------------------
> For information about J forums see http://www.jsoftware.com/forums.htm
>


-- 

Devon McCormick, CFA

Quantitative Consultant
----------------------------------------------------------------------
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