……趋势跟踪等等。我个人是不太信这套，但有些人对它深信不疑。2. 基本面/价值投资。去读《聪明的投资者》和《证券分析》。在我看来非常靠谱（sound）。3. 套利——读爱德华·索普的《战胜市场》（Beat the Market）。在我看来同样非常靠谱。
…trend following, etc. I personally was unconvinced but some people swear by it. 2. Fundamentals/value investing. Read the intelligent investor and security analysis. Very sound IMO. 3. Arbitrage - read "Beat the Market" by Ed Thorp. Also very sound IMO.
…not considered the "best" or even good at all. Point: That he hired "the best" has to do with what criteria one is using for goodness! By the way, in this thread there is mention of Thorpe! So, yes, his Beat the Market had in the back that some argument was from "measure theory". So, before my Ph.D., I was working carefully through Royden, Real Analysis! I was getting through the two exercises on upper and lower…
……自 Thorp 之后，赌场让赢过它们变得更难了（比如更大的牌堆），但它们仍然吊着你能赢过它们的可能性，来引诱人们去试（然后输钱）。Edward Thorp 后来写了《Beat the Market》，试图把类似的概率原理应用到股市上。他在 Black-Scholes 之前独立发明了期权公式（后者因此拿了诺贝尔奖）。
…Since Thorp, Casinos have made it harder to beat them (e.g. larger decks), but they still tease the possibility you can beat them to entice people to try (and lose). Edward Thorp later went on to write Beat the Market, where he tried to apply similar probability principles to the stock market. He independently invented the options formula, before Black-Scholes (which the latter won a Nobel Prize).
……趋势跟踪等等。我个人是不太信这套，但有些人对它深信不疑。2. 基本面/价值投资。去读《聪明的投资者》和《证券分析》。在我看来非常靠谱（sound）。3. 套利——读爱德华·索普的《战胜市场》（Beat the Market）。在我看来同样非常靠谱。
…trend following, etc. I personally was unconvinced but some people swear by it. 2. Fundamentals/value investing. Read the intelligent investor and security analysis. Very sound IMO. 3. Arbitrage - read "Beat the Market" by Ed Thorp. Also very sound IMO.
……根本不被认为是“最好的”，甚至都谈不上好。重点是：他招到了“最好的”，完全取决于你用什么标准来定义“好”！顺便提一句，这个帖子里有人提到了索普！没错，他的《战胜市场》书后提到某个论证出自“测度论”（measure theory）。所以，在我读博士之前，我就很认真地把罗伊登的《实分析》（Real Analysis）啃了一遍！当时我正在死磕关于上测度和下测度的两道习题……
…not considered the "best" or even good at all. Point: That he hired "the best" has to do with what criteria one is using for goodness! By the way, in this thread there is mention of Thorpe! So, yes, his Beat the Market had in the back that some argument was from "measure theory". So, before my Ph.D., I was working carefully through Royden, Real Analysis! I was getting through the two exercises on upper and lower…
……自 Thorp 之后，赌场让赢过它们变得更难了（比如更大的牌堆），但它们仍然吊着你能赢过它们的可能性，来引诱人们去试（然后输钱）。Edward Thorp 后来写了《Beat the Market》，试图把类似的概率原理应用到股市上。他在 Black-Scholes 之前独立发明了期权公式（后者因此拿了诺贝尔奖）。
…Since Thorp, Casinos have made it harder to beat them (e.g. larger decks), but they still tease the possibility you can beat them to entice people to try (and lose). Edward Thorp later went on to write Beat the Market, where he tried to apply similar probability principles to the stock market. He independently invented the options formula, before Black-Scholes (which the latter won a Nobel Prize).