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    The Surf Report

    http://www.foxnews.com/images/462839/0_61_110808_surfer01.jpg
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    The Surf Report

    based upon 2000 valuation ranges? based upon 1990 valuation ranges? or more appropriately based upon 1970's valuation ranges? the environment reminds me of the early mid seventies, war, recession following war, large seing of republican to democratic leadership following the nixon /...
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    The Surf Report

    I bought O'Bama at 50 and sold him at 84 awhile ago. . . I find the sister company Tradesports a great location. Really close baseball and football OT games flip back and forth between 80 and 20 regularly. . . with the change of innings or downs. . . so i short at 80 or batter and buy...
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    The Surf Report

    you are forgiven surf. . . i should have taken a short position in XAU, as it fell like a rock. . . but i am long the dollar, and profitable as my only trade. . . your trading style will eventually be effective again when the systemic risks have cleared out.. . . sportguy
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    The Surf Report

    interesting interpretation, though not what I expected. My point is that modern portfolio theory tries to attain a risk to reward ratio of 1:1, such that in the down markets, the return is zero or better, and during normal times, the portfolio returns the market average or better. The other...
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    The Surf Report

    Surf, Modern portfolio theory deals with how to diversify away risk, except systemic risk, in exchange for return. Excellent analysis can be found on seekingalpha.com by Geoff/Jeff Considine. BUT, in grad school or otherwise, there is very little study for handling systemic risk, which is...
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    The Surf Report

    as i work within a sarbox framework, i would disagree with that statement. I would suggest that many companies have become so large as to become difficult to manage. I would also suggest that that current management style of many corporations today is of optimization and efficiency, just like...
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    The Surf Report

    at 500 points per day down, that's only 20 days of trading left
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    64-bit vs 32-bit

    au contraire.. Ihave a Dell at work, and all my prebuilt purchases have been Dell's. I wouldn't buy any prebuilt machine from anyone else but Dell. gnome, dell has to pay labor and associated labor costs, BYOC does not. In Dell's price are guarantees and service. BYOC does not. One Dell i...
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    64-bit vs 32-bit

    the demand for speed is not due to the operating system. . . its due to the conditioning of the marketplace, and of the expectations of some consumers. there is no doubt that there is a fast is fast enough. . . and for most people, a Dell low end will do. . but for some who deal with large...
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    64-bit vs 32-bit

    i compared equal to equal. . my build to a dell like for like build, that's why i copied it and pasted it from the dell web site, priced it from the dell web site, and from the newegg site. no sense in buying an 5 year old ram limited machine today with prices so low, and software...
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    64-bit vs 32-bit

    The PC is the tool and the software are the tools of my trade. The system I use is for either trading or forecasting system design, where very large datasets have to get analyzed. They can't build a computer fast enough for me so far. . . . when data sets take 45 minutes to build, i hate...
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    64-bit vs 32-bit

    Dell system equivalent as described above, My System Details Intel™ Core®2 Duo E8400 (3.00GHz/1333MHz/6MB L2) 525W Genuine Windows Vista Business Bonus-Windows XP Professional downgrade 3 Year Basic Limited Warranty and 3 Year NBD On-Site Service 256MB PCIe x16 nVidia NVS 290, Dual...
  14. S

    The Surf Report

    A Monetary History of the United States (1963), by Milton Friedman, that is the bible sportsguy
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    64-bit vs 32-bit

    i was at a BYOC center today, and the prices for high end chips, hard drives and motherboards are so cheap that you can build one, and throw it away and build a second for the price of a pre-built pieces to a great computer CPU...
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    64-bit vs 32-bit

    Do it yourself kit: screwdriver, instruction manual, screws, nuts, willingness to research settings on the web. . . and finally just doing one part a week. . . it took me about two weeks to build this configuration, by myself, trying to figure out what's the best way to install each...
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    64-bit vs 32-bit

    i have both XP and Vista X64 SP1 on my computer, each on separate hard drives with a RAID 0 Data Drive. . so I can go back and forth at any time, with testing. I built it myself. I recommend building your own, slowly, with a good components, and it will be far cheaper than pre built my...
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    The Surf Report

    surf, I agree with your gold call, for the same deflationary economic reasons as selling other asset classes. . . gold is an inflation hedge, but not a deflation hedge. . . so based on the very same macro economics that the market is experiencing, so is gold. . . the only deflationary...
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    The Surf Report

    Surf, go back to your original premise before the ban, and you were right. . . if this economic environment turns into a deflationary spiral, which is what happens with frozen credit, then the only relevant history is in the early 30's, which only our parents' lived through. And unless one...
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    The Surf Report

    Ah. currently short the dollar, the underlying reason for some of the move in commodities, and a less volatile instrument to play. But not sure that this is the absolute bottom. I missed the volatility bottom last week, BUT i am not sure that i haven't missed the valuation bottom coming up...
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