Search results

  1. T

    Single trading style or strategy?

    Philosophy is good to teach, but there has never been actual products created out of philosophy except books that collect dust.
  2. T

    Single trading style or strategy?

    Did you try finding something that has been working in hindsight, you repeat it until it stops working, then you do the exercise again?
  3. T

    Tech earning bubble

    Since the market is rising, people are buying and/or people are not shorting. I look at what the market does, not what people say. And yes, I cannot buy a market at a high after the high. Maybe individual stocks I would buy, but not the market as a whole.
  4. T

    Tech earning bubble

    Next week, there is the jobs report. We know people would not risk too much of their gains. So I will assume that the market would reflect this fact even before the jobs report. The lesson I get is: a man should always focus on what an people would do, not what someone says he will do.
  5. T

    Tech earning bubble

    The market did the opposite of what both you and that CEO said today. The market is right, because it focuses of what people do, and not on what people say. Take that ass CEO. I would not be surprised if he says an outlook worse than he really thinks, so that next earnings he says I made a...
  6. T

    Tech earning bubble

    So you do the opposite of what you say. That is what the market may have thought about the CEO.
  7. T

    Tech earning bubble

    How do you explain the rise from 46 to 48 of ADI after it announced weak outlook? It is as if the market so far told the CEO something like "you are a liar."?
  8. T

    Tech earning bubble

    Did you get in yesterday? Did you notice that today's shorts are in the red. Also spreads on puts are big. Example: 0.10 on 45 december puts priced at around .40.
  9. T

    Tech earning bubble

    QQQ 85 puts trading at 0.18. Why are they this low? It is 1.5 days away.
  10. T

    Tech earning bubble

    Check the market in terms of gold. When did the bear market start and when did it end? I would be interested to read your opinion. I think you are intelligent.
  11. T

    Tech earning bubble

    That was the bottom of the bear market. Did anyone look at vix? It tries to rise, but the market does not seem to care at all, and it then goes goes down. Does anyone know when the fund managers receive their bonus or the letters/decisions? If decisions have not been made, why would any...
  12. T

    Haunting description of Detroit from Ayn Rand

    They should have let the market do its job.
  13. T

    Starting a fund / raising capital

    This is the most striking in what I read. Minus 1 correlation makes variance zero. It is as if one get insurance and gets paid for having insurance.
  14. T

    Starting a fund / raising capital

    Smart money can say they can do that in the bull market with a leverage of 2 on russell. No fees/ no other conditions.
  15. T

    Starting a fund / raising capital

    If you generate alpha, do not compare to SP. It is irrelevant. Measure such as sharpe ratio is what matters. They bet on the skill.
  16. T

    Haunting description of Detroit from Ayn Rand

    And why there is no growth? Is it because the cost of rent in the US is high compared to say China? Is that what the market wanted to correct? Aren't your republicans living on rent? Would they allow a correction?
  17. T

    What Moves a Market?

    Except that we know that the judges will NOT choose an ugly girl as the prettiest. Maynard Keynes died without knowing the little gem I just posted. All rights are reserved. No usage is allowed without prior written permission from me.
  18. T

    Tech earning bubble

    Let us assume there is indeed a retreat. What is decent discount? SPY back to 140? That is not a bear market. Did it ever occur to you to consider what if the bull market actually started end of 2011? The bear market started in 2005, and ended end of 2011. The helicopter probably knows it.
Back
Top