Search results

  1. L

    Can anyone be my trading mentor? (short term trading)

    Initially because of compliance. Nowadays because of habit.
  2. L

    Can anyone be my trading mentor? (short term trading)

    We use fundamental equity research. For example, if the market implied estimate of AMDs earnings are $100 for next fiscal year, but our analysis points to $120, then we would be long the stock. We also go short where we have a negative expectations gap vs the street. Here’s a link to a...
  3. L

    Can anyone be my trading mentor? (short term trading)

    Right but if you just bought and held the index that’s better than trying to buy stocks using technical analysis.
  4. L

    Can anyone be my trading mentor? (short term trading)

    Buy and hold probably a better roi. :-)
  5. L

    Can anyone be my trading mentor? (short term trading)

    There are funds out there that are “long momo” but their momo signals are (mainly) cross sectional returns on a trailing 3 month, 6 month, and 12 month basis. They rebalance or buy in a monthly or quarterly cadence. Intraday momentum tends to be negative from open to close. Short term momentum...
  6. L

    Can anyone be my trading mentor? (short term trading)

    No one serious is running an algo jumping on breakouts lol. At the higher frequencies you're doing market making or trying to scoop the fill on a whale. For the latter, that sort of analysis is conducted across venues (e.g. share hit on BATS, sweep every other exchange and sell basket immediately).
  7. L

    Can anyone be my trading mentor? (short term trading)

    Hah! Was that your doing?
  8. L

    Can anyone be my trading mentor? (short term trading)

    Hey, love your passion and enthusiasm for markets. Given your interest, I recommend you position yourself for a career in the buy side (hedge fund), which is the professional arena for risk taking in financial markets. The best way to do that right now is through an internship. Most banks will...
  9. L

    How Institutions trade

    Generally, there are three roles in institutional or professional investment entities: portfolio managers, analysts, and traders. Analysts cover specific stocks or securities (e.g. internet industry or g10 fx) and are responsible for idea generation (buy X at Y). Portfolio managers run the...
  10. L

    Hyper inflation in the US - yes or no?

    Yes we are headed towards massive hyperinflation. I recommend you give me all of your worthless dollars...
  11. L

    Can anyone be my trading mentor? (short term trading)

    You should go to wallstreetoasis and learn about the career track into the hedge fund world. :-)
  12. L

    Climate change is pushing up food prices — and worrying central banks

    https://www.realclimate.org/docs/Rebuttal_Miskolczi_20100927.pdf
  13. L

    Climate change is pushing up food prices — and worrying central banks

    We're not "disagreeing" with informational parity. You are choosing to believe (1) a paper based upon an assumption about GHG effects that contradicts observable evidence and (2) a theory of cosmic rays that's been disproven both through observable evidence and experiment (CERN 2016).
  14. L

    Climate change is pushing up food prices — and worrying central banks

    The guy who self-immolated did so because police confiscated his produce (he didn't have a permit to sell fruit and vegetables). Corn Price Will Jump 9% on Rising Asian Demand, Rabobank Says - Bloomberg Corn, Soy Will Rise as Prices Haven’t Cut Demand, Rabobank Says - Bloomberg Momentum is...
  15. L

    Climate change is pushing up food prices — and worrying central banks

    Momo doesn’t exist in a vacuum though… expectations about crop yields drives speculation. The marginal flows from CTAs isn’t big enough to sustain some premia. For example, CTAs short lumber due to momo won’t be sufficient to counter new info of, say, a wildfire burning down timber. The futures...
  16. L

    Climate change is pushing up food prices — and worrying central banks

    Is this a joke? (1) Miskolczi’s theory of a constant infrared optical depth has been refuted numerous times… (2) Shaviv’s hypothesis of cosmic ray influence has also been debunked… The dumbest thing I’ve read on this forum is @Overnight ’s post about futures being the sole driver of food...
  17. L

    Do you guys ever get tired of me being right?

    Of course, and that's why you're a multi-billionaire right? Absolutely crushing RenTech and will do so for 30+ years because it's so easy right? *yawn*
  18. L

    technical analysis quote from Top Trader book

    “Stonks only go up” :D:rolleyes:
  19. L

    technical analysis quote from Top Trader book

    He’s confusing autocorrelation with causation. :rolleyes:
  20. L

    technical analysis quote from Top Trader book

    Wow you must be world renowned for your accurate forecasts. :rolleyes:
Back
Top