> > After reciting a litany of arguments apparently you have convinced
yourself
> > that this is a la-la market programming.  Congratulations!
>
> I see no contradiction here. Then again, this roughly approximates my
> starting point of view about EMH. I believe "lala land" is a perfectly
> adequate way of characterizing all forms of the EMH.

Sure, anyone is entitled to his or her opinion.  Personally, I am far from
being a die-hard supporter of even the weak form of the EMH.  However, I
appreciate the traditional direct evidence against the EMH (that is, by
actually exhibiting a trading strategy capable of producing risk-adjusted
excess returns consistently, in real-time with real money); to me, all the
rest is mostly useless, at best.


On Mon, Sep 16, 2019 at 11:23 AM Raul Miller <[email protected]> wrote:
>
> On Sun, Sep 15, 2019 at 1:01 PM Jose Mario Quintana
> <[email protected]> wrote:
> > Raul wrote:
> > > Let's say we've got a relatively small expression, with only 50
> > > variables. And, let's say we express that in terms of SAT-3, with
> >
> > So, are you afraid that an actual market could solve the example that
the
> > author was entertaining and one would have to go to 50 variables?
>
> Are you being sarcastic?
>
> But, no, instead I assumed that the author's 2 order example was meant
> to illustrate the mechanisms behind his statement:
>
> "In other words, the market allows us to compute in polynomial time
> the solution to an arbitrary 3-SAT problem."
>
> And, I was assuming that his example was not meant to be the entirety
> of what he was trying to say.
>
> That, and I was also trying to illustrate one of the reasons why I
> thought current regulations would not permit the solution of arbitrary
> 3-SAT problems.
>
> > > You made the claim that what you call "circuit breaker" regulations
> >
> > Do I call them that?  Did you read the link that you posted?  It starts
as,
> >
> > 17 CFR ยง 242.201 - Circuit breaker.
>
> I see no contradiction here.
>
> (But if you are asking if I also did not see that title? Yes, sadly, I
> did not see that title when I was reading the text of that
> regulation.)
>
> > > > No?  Then hurry up, program the market and run it, executing
suitable
> > > > OCO orders as necessary, before the restless regulators storm TD's
> > > > facilities and shut down their WebBroker platform,
> > >
> > > This suggests to me that you also did not understand the reasoning
> > > expressed in the paper.
> >
> > This suggests to me that you might have just a tiny little bit of
> > difficulty detecting sarcasm.
>
> Indeed.
>
> Sarcasm (and other forms of insincerity) are considerably more
> difficult to recognize in text than in person.
>
> > After reciting a litany of arguments apparently you have convinced
yourself
> > that this is a la-la market programming.  Congratulations!
>
> I see no contradiction here. Then again, this roughly approximates my
> starting point of view about EMH. I believe "lala land" is a perfectly
> adequate way of characterizing all forms of the EMH.
>
> > > In other words, so far, the alleged strong or semi-strong inefficiency
> > > *might* only be falsified in Lala Land.
>
> Are you being sarcastic?
>
> > > It does suggest that EMH would have [la-la] implications about the
> > > nature of [la-la] trading. But its central argument is that is the
[la-la]
> > > market were [la-la] efficient that we could [la-la] expect the [la-la]
> > > market to [la-la] have [la-la] problem solving  properties which it
> > > [la-la] doesn't [or la-la does] have.
>
> That's a bit silly, but then so are the various EMH hypotheses...
>
> Thanks,
>
>
> --
> Raul
> ----------------------------------------------------------------------
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