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algo-statistics-bachelors-thesis

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Final Conclusion

This notebook explores foundational principles of probability, randomness, and adaptive behavior in trading through a series of stylized simulations. Each section incrementally builds intuition for why modeling and adaptability are central to robust trading strategies.

Key Takeaways:

  1. Stationary Games Reveal Baseline Behavior:
  • In the Zero-Edge Game, both time averages and ensemble averages converge toward zero, reflecting no edge in the system.
  • This simulates an efficient market with no predictive advantage—a model of pure randomness.
  1. Adaptive Strategies Learn from the Past, but Lag Behind:
  • When win probabilities drift over time (non-stationary environment), fixed strategies fail.
  • Adaptive models (estimating win probability using historical windows) can exploit short-lived patterns, but:
    • They're always playing catch-up.
    • Their effectiveness depends heavily on window size (i.e., memory length).
    • Short windows are reactive but noisy; long windows are smoother but slow to adapt.
  1. Not All "Positive Signals" Are Good Trades:
  • Even when an adaptive strategy estimates high probability of success, if the underlying market is turning, it can still lose.
  • The notebook visualizations clearly show instances where the estimation deviates from reality, leading to poor trades.

Interpretation – For Trading Psychology / Systematic Research

  • Recency bias and overconfidence are common trader behaviors. The adaptive models here mirror this, showing how traders overweight recent outcomes when making decisions.
  • Behavioral traps: Traders with shorter memory windows tend to overreact to randomness, while long-term models may miss opportunities.
  • The importance of feedback: By visualizing returns and estimation accuracy together, we can simulate how a trader learns and reacts (or misreacts).
  • Risk of confirmation: When models "think" they're right (e.g., high estimated probability), but the reality doesn't match, it reflects real-world miscalibration—a central issue in systematic and discretionary trading alike.
  • Mix Models, because in some period of time model X can be better than Y but after the market condions change, the model Y can make better outcomes.

Academic Notes & Conceptual Connections

  • Ergodicity: Stationary game results highlight ergodic behavior—long-term time averages equal ensemble averages. Non-stationary games break this symmetry.
  • Bayesian Updating (implicitly): Adaptive estimation mimics a crude form of Bayesian belief update—using past wins/losses as data.
  • Lag vs. Noise tradeoff: Classical signal processing dilemma, applied to trading: fast = responsive but noisy; slow = stable but delayed.
  • Model Risk: We clearly observe the risk of using poorly aligned models—strategies can fail simply because the assumptions are no longer valid.
  • All models are wrong: This notebook reflects that spirit—models are approximations. The key is whether they're useful in specific time of period.

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A repository to contian base jupyter notebooks related to statistics for my bachelor's thesis

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