It’s clear. “Behavior is the new weather channel”!
On the 12th of this month I tweeted based on a model I developed based on Behavioral Economics and the Scarcity-Abundance DNA model that is part of the algorithm, that the Scottish vote was “NO”. It was accurate enough. Now imagine when I mentioned this modeling to friends in the financial services industry and positions of investing opportunities that went the other way and the return.
This was based on the algorithm that was developed over time based on simple fundamentals of complex human behavior. ““ALIA EST DIFFERENTIA”, OTHER THINGS BEING VARIABLE, IS THE VISIBLE HAND OF ECONOMICS”
The reaction is priceless with the calls coming in and whether I can share or consult or create a fund of my own.
http://fortune.com/2014/09/19/markets-celebrate-scotlands-no-vote/ http://www.bbc.com/news/uk-scotland-29270441
BEHAVIORAL WEATHER PATTERNS AS ECONOMIC SIGNALS
http://gerardjrego.com/2014/06/04/behavioral-weather-patterns-as-economic-signals/
IRRATIONAL INVESTING – PROFITING FROM BEHAVIORS AND FUNDAMENTALS
http://gerardjrego.com/2014/09/04/irrational-investing-profiting-from-behaviors-and-fundamentals/
#BEHAVIORS OF #PREDICTABLEIRRATIONALITY, THE VISIBLE HAND OF ECONOMICS!
http://gerardjrego.com/2014/05/13/behaviors-of-predictableirrationality-the-visible-hand-of-economics/
#BEHAVIORALCOMMERCE IS THE NEW COMMERCE AND TECHNOLOGY
http://gerardjrego.com/2014/05/05/behavioralcommerce-is-the-new-commerce-and-technology/
BEHAVIOR IS DISRUPTING EVERYTHING, FROM MARKETS TO ECONOMIES AND GOVERNMENTS?
“ALIA EST DIFFERENTIA”, OTHER THINGS BEING VARIABLE, IS THE VISIBLE HAND OF ECONOMICS”
What has news of an election in India cause it’s stock markets to rise exponentially in days,where with a good percentage companies for years have been impacted with low stock turns, high inventory, high Cash Conversion Cycles, low GMROI and thus high debt and Gearing ratios? Not that it’s different in markets across the world? Or a headline that has valuations jumping by the day in billions? Or a conference on Inclusive Capitalism is an Oxymoron? Or the world has over 450 million small farmers and at the other end we have a food, water, population and energy relationship crisis or how relationships are more important than skills in careers? Or are these metrics even relevant anymore?
Perception of change often proves that all we learn and do has nothing to do with the fundamental equations either in accounting or math, but being “Predictably Irrational”.”
Now on the way to continue the calls and the models for asset-liability investing based on fundamentals.
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