First robust alternative to Rational Market thinking I've seen. Let's hope it 
has legs...


“This is the gist of the Adaptive Markets Hypothesis. It’s taken us a while to 
get to this point, but the basic idea can be summarized in just five key 
principles:

1. We are neither always rational nor irrational, but we are biological 
entities whose features and behaviors are shaped by the forces of evolution.

2. We display behavioral biases and make apparently suboptimal decisions, but 
we can learn from past experience and revise our heuristics in response to 
negative feedback.

3. We have the capacity for abstract thinking, specifically forward-looking 
what- if analysis; predictions about the future based on past experience; and 
preparation for changes in our environment. This is evolution at the speed of 
thought, which is different from but related to biological evolution.

4. Financial market dynamics are driven by our interactions as we behave, 
learn, and adapt to each other, and to the social, cultural, political, 
economic, and natural environments in which we live.

5. Survival is the ultimate force driving competition, innovation, and 
adaptation.”
—It Takes a Theory to Beat a Theory: The Adaptive Markets Hypothesis
(Evonomics)

http://evonomics.com/it-takes-a-theory-to-beat-a-theory-andrew-lo/


Sent from my iPhone

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