Looking at markets from first principles
I look at markets from first principles: what systems are in there, what roles exist, and how those roles get pushed through their lifecycle.
From there, if I want to make money, I have to pick a role and play it well.
Can I create a new role? Or is "find" the better word here? The role already exists, and maybe someone's already playing it, but I'll find it, name it, and that's where my edge over everyone else comes from.
Is this the only model, or are there others?