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It Just Keeps Getting Uglier and Uglier
The McClellan Oscillator is a breadth indicator calculated from the number of advancing issues less the number of declining issues on the New York Stock Exchange Composite Index. The Oscillator (second window, first chart) is calculated by subtracting the 39-day exponential moving average from the 19-day to give you a good idea of trend in market breadth over time.
The second chart, a point and figure chart of the NYSE Composite Index, is really useful in pinpointing key support and resistance levels independent of time.
Monday, February 8th, 2010
Is Whitney Tilson Running an Alpha-clone Fund?
Let me preface this by saying that I like Mr. Tilson's work. He has done a lot in the worlds of value investing and value investing education. Further, he has been very forthcoming with a number of high quality materials on the housing crisis. I also follow all of his slides from events like the Value Investing Congress, as well as situation-specific presentations, like the General Growth dispute with Hovde. In addition, I doubt I will ever reach his level of prominence or AUM, or write a book, or have 5-star mutual funds like his.
John Thain + CIT= beautiful couple
My last blog made quite a stir I see. My firm loves me and again shipped me off half way around the world. I needed to blog because we were all laughing on our flight back that John Thain landed the CEO role at CIT.
Google's iPhone ad
Super Bowl 44 had a good game and terrible ads. I watch little to no NFL football throughout the year. NCAA football is my preferred format and Super Bowl 44 was the first NFL game I watched all year. One reason I watch it is for the ads. Much like last year, the ads were horrible again this year. There were a few that I did like. The beaver violinist was kind of funny and then there was the Google ad everyone is talking about.
Friday Investing and Trading Review for February 5th, 2010
"Trading only using technical analysis as your guide, with no thought as to a fundamental reason as to 'why' the market may move in a particular direction? Is like dialing in the sights on your rifle, but not watching where you are aiming it in the first place" - Personal Axiom
Here is ... the "Friday Review" video, that will review my investing and trading efforts for the last week, based off of comments in last weeks "Airelon's Market Tactics".
Big Time Poker Tournaments: What the Pros Do Differently Than the Amateurs
I took most of 2009 off from tournament poker, since the market was so busy and profitable that I didn’t have time to play much. I really enjoy playing in pro-level tournaments, because poker at those levels is an entirely different game.
I’ve picked up a few things by playing with pros and I will share them with you.
Friday, February 5th, 2010
Blowing Bubbles
I have to confess, I'm a tad neurotic, constantly assimilating tons of information in order to form what I believe are wise investment decisions. Over time, I have come to realize that there is an information highway today that hands you whatever your natural biases permit you to filter and believe. I'm trying to make sense of all the turmoil in the world, everywhere I turn I'm reading "BUBBLE" -- US Stock Market Bubble, Emerging Markets Bubble, China Bubble, Gold Bubble, US Bond Bubble, Emerging Markets Bond Bubble, International Trade Accounts Bubble.
Old and Broken
This morning I sat in a conference room waiting for a meeting to start and I had to listen to CNBC for 20 minutes or so. At first I thought to myself, man it has been forever since I have watched this god awful channel. The second thing that popped into my head is how many nasty broken companies are left.
e-Book Wars: The iPad Strikes Back!
Today I offer up, for free, my analysis of the book industry. I have been studying the impact of e-books for about 18 months. Bernstein did good work on this space a while back, which influenced my thinking greatly, however, my numbers and conclusions are different.
The battle so far:
The Start of Stock.ly 1.7
There has not been a blog from me for some time. This is due to being stretched thin by The DL and our new site, stock.ly. Everyone is always asking me how stock.ly is doing and when the beta will be available and the answer- very well and soon. We are on track and Marco is making very good time moving along. If you won a beta invite already, you will hear something from us by the end of February.
Public Service Announcement: Tools to Read Faster and More Online
This post is only tangentially related to finance. It discusses my approach to reading more in less time via free, publicly available tools and downloads. Can reading more help your investing skills? Quite possibly, though more information does not necessarily lead to better comprehension or decision-making. The latter two are different skills.
Happy Hour #42
This week Zealand Browne (real name Brent, also @zippertheory on Twitter) stopped by happy hour to discuss hedge funds, the Nikkei, China, sector rotation, and much more.
Friday Review Video for January 29th, 2010
"Decide what you want, decide what you are willing to exchange for it. Establish your priorities and go to work." - H.L. Hunt
Here is ... the "Friday Review" video, that will review my investing and trading efforts for the last week, based off of comments in last weeks "Airelon's Market Tactics".
This video was recorded at about 11:00 am this Friday morning ...
There Are No Regrets
"When you give to the needy do not announce it with trumpets as the hypocrites do"
I am only going to say the following once. Just once. I will not repeat myself, and I will not visit this subject after this entry.
A Repeat Performance
My blog about Zerohedge plagiarizing brought a wide range of reactions. Some accused me of getting it wrong, but that was such a small percentage of our readers here. The overwhelming majority agreed with my assessment. It is clear as day that Zerohedge plagiarized Morgan Stanley in that article. You seem like you need more proof my little naysayers? Lucky for us, ZH is a serial plagiarizer and I did not have to search long or hard to find more examples of him stealing someone else’s intellectual property. Here is zerohedge’s repeat performance.
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