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Read not to contradict and confute; nor to believe and take for granted; nor to find talk and discourse; but to weigh and consider.
We don’t start with models. We start with data. We don’t have any preconceived notions. We look for things that can be replicated thousands of times. A trouble with convergence trading is that you don’t have a time scale. You say that eventually things will come together.Well， when is eventually？
Efficient market theory is correct in that there are no gross inefficiencies， but we look at anomalies that may be small in size and brief in time.