We don't override the models. When you start doing that, you have a problem. The model is built on evidence. Your gut is built on stories.
The best thing I ever did was hire people smarter than me and get out of their way.
I don't hire economists. I hire physicists and mathematicians. Economists know too many theories. Scientists know how to find what is actually true.
Past behavior of a market is a very poor predictor of short-term behavior. But over many, many samples, patterns emerge. That is what we exploit.
Mathematics is the language of the universe. It turns out it is also the language of the market — if you are patient enough to listen.
We have no economic model of why our trades work. We have statistical evidence that they do. That is enough.