If game theory analysis of the viability of AEG switching to an innovative business model to adapt to a crisis isn't on-topic on HN, I'm not sure what is.

Point taken. I must admit I did not read the article fully, just went by the title.

Unflagged.

there is some sound advice in this post - "listen to all of the financial/investment experts and then do the exact opposite".

If I had done that consistently over the last few years I would be quite wealthy now.