The Surf Report

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got smashed out of of the YM shorts, flat for now. waiting for next short signal.

regards,

surf
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Don't worry homes, I'll let you know when.

Jimmy Jam
 
Today, after another stellar time in marketannasurferland, i was fortunate to be invited to gabelli asset management's annual shareholders meeting by my friends michelle and alex. the event was held at the pierre hotel on 5th and 61st in manhattan. first class all the way, mario really knows how to throw a party. a multi-media extraganza focusing on the gabelli way of value investing. Several major CEO and politico types attended--steven bollenbach of hilton hotels and frank fahrenkopf presently of american gaming association and formely the chairman of the republican party. frank talked about the 2008 elections and why there are so many people running on both sides for us president--- reason being that this is the first time in many election cycles that the incumbent has not run thus freeing up resources that would normally be tied up with the incumbent, to allow others a shot at the office. i found this intriguing, we may actually get some real change in 2008 due to this fact.

now back to the market: mario focuses on CVRD, CSN and MMX(bovespa) with mentions of AAUX,MT,BHP,CLF,CSM,EVR,FMG,CMKS,RTP,CHMF(moscow), Tata(bombay),TKA(xetra), and WPSC.

mario spoke fielding questions about sprint, gold, and several other stocks. i was impressed with him, super smart and really seems on top of things.

regards,
surf

ps. and finally a blast from 1993 for annaland:
http://www.youtube.com/watch?v=7LTrPgbolD0&NR=1
http://www.youtube.com/watch?v=tuxYIUsKDx0&mode=related&search=
 
Quote from JimmyJam:

Don't worry homes, I'll let you know when.

Jimmy Jam
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ok, JJ. waiting for you and proflogic to show me what ya got.....

thanks!

surf


ps. remember only before the fact makes sense...
 
<a href="http://www.intrade.com/aav2/trading/tradingHTML.jsp?selConID=177448">
<img src="https://data.tradesports.com/graphing/closingChart.png?contractId=177448&chartSize=S&tradeURL=https://www.intrade.com" height="225" width="460"
alt="Price for 2008 Democratic Pres Nominee(Others on Request) at intrade.com"
title="Price for 2008 Democratic Pres Nominee(Others on Request) at intrade.com" border="0"></a>


<a href="http://www.intrade.com/aav2/trading/tradingHTML.jsp?selConID=177134">
<img src="https://data.tradesports.com/graphing/closingChart.png?contractId=177134&chartSize=S&tradeURL=https://www.intrade.com" height="225" width="460"
alt="Price for 2008 Democratic Pres Nominee(Others on Request) at intrade.com"
title="Price for 2008 Democratic Pres Nominee(Others on Request) at intrade.com" border="0"></a>
 
long time no talk --obama, surfer??? I hope this is for financial gain only and you dont actually like this guy. I see you up over a point so far, do these options go to 100 is OB gets nomated?
I enjoy you blog--- good piece on blackswan. are you going to print charts and market calls on blog? Look forward to more good writings from U and annland--who is she anyway, no profile or infomation.

moonstone--the 1 & only
 
Quote from marketsurfer:



ps. and finally a blast from 1993 for annaland:
http://www.youtube.com/watch?v=7LTrPgbolD0&NR=1
http://www.youtube.com/watch?v=tuxYIUsKDx0&mode=related&search=
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Surf,
I sent you the Lo MacKinlay paper, I think you’ll like it. Its good stuff – they find that stock prices don’t follow random walks. Keep in mind though that they aren’t using high frequency data (weekly) and that its outdated. Also, it’s an asset pricing paper, not a microstructure one so I don’t think their results are necessarily robust. Enjoy!

This is more down my alley:
http://www.youtube.com/watch?v=69k8Lh-3-CY
:)
 
Quote from annaland:

Surf,
I sent you the Lo MacKinlay paper, I think you’ll like it. Its good stuff – they find that stock prices don’t follow random walks. Keep in mind though that they aren’t using high frequency data (weekly) and that its outdated. Also, it’s an asset pricing paper, not a microstructure one so I don’t think their results are necessarily robust. Enjoy!

This is more down my alley:
http://www.youtube.com/watch?v=69k8Lh-3-CY
:)
More...


hey,
thanks for the lo paper, good stuff--he's an amazing intellect and a super nice guy.
very warmly,
surf:)
 
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