Archive for the 'Economy' Category
Remember, it’s times like these when fortunes are made. Contrarian traders have to buy when most market participants think their stocks are going to be worthless, and sell when these participants think they’ve missed the boat. Now is the time for the former so get your buy orders ready, and let’s make some money.
September 5th, 2010 | Posted in China Stocks, Economy, Energy Stocks, Hedge Funds, Trade Ideas, Trading Discipline | Comments Off
Free 10GB Photo Storage in the Cloud Geithner III is intended to create “price discovery”. But when you backstop the “buyer” from any downside while at the same time financing said buyer, then the “value” or price discovered becomes artificially inflated. Perhaps this is precisely why the plan is designed this way. Nonetheless, the solution [...]
July 14th, 2010 | Posted in Economy, Financial Sector | Comments Off
Magazineline.com Implied dividends of European stocks based off of dividend swaps on the DJ Eurostoxx 50 index, have jumped, indicating growing optimism about equity markets worldwide. Implied dividends were at distressed levels near the end of Q’4 last year. The cause was a scramble by dealers to hedge their long dividend exposures. Worsening dividend forecasts [...]
July 14th, 2010 | Posted in Economy, global macro | Comments Off
Although behavioral targeting has thrived by allowing marketers to offer ads that are customized based on the web surfer’s age, gender, location and online activities, in the immediate future not only will those variables be considered, but also the items the user may have been shopping for recently. For example, imagine you have searched for a specific bottle of wine from a shopping web site in the past couple of weeks, and were now on your favorite news site reading an article about foreign affairs. At the end of your article, you might see an ad from a wine merchant suggesting you take a look at their inventory and pricing. To go one step further in our example, the merchant that is serving you the ad has agreed to pay the advertising network a generous fee if that user clicks through and ends up purchasing a product. So the advertising network will be incentivized to track every single web user going through their network in a way that continually allows them to “guide” users to products that meet their real time interests. The convenience factor lies in that last term, “real time interests”.
April 3rd, 2010 | Posted in Behavioral Finance, Economy, Google, Microsoft, SEO, Social Media Marketing, Tech Stocks, Technology, Web 2.0, Yahoo! | Comments Off
Free 10GB Photo Storage in the Cloud LINK to Original Article (Reuters) – Judging by the recent flurry of share buyback announcements, Corporate America is increasingly confident the worst of the economic slump has passed. After two years of belt tightening, stock buybacks are running at their highest level in two years as companies start [...]
March 6th, 2010 | Posted in Economy | Comments Off
Free 10GB Photo Storage in the Cloud The desk I run is an Institutional Long/Short Equity desk which tries to maintain a “market neutral” book. This doesn’t mean “buy 1000 shares of IBM and 10 puts”. What market neutrality means is that one need not be concerned about the overall direction of the market, as [...]
December 29th, 2009 | Posted in Bearish Looks, Commodities, Discretionary Traders, Economy, Emerging Markets, Energy Stocks, Financial Sector, Tech Stocks, Technical Analysis | Comments Off
Try Match.com – One Week Free 30-year Treasury Yields are about to spike along with a dollar rally. I feel this is the catalyst to trigger a sustained pullback in equities, which will reflect our rising unemployment rate and all the stimulus plans that are slowly phasing out. Equity Long/Short Market Neutral traders will have [...]
December 11th, 2009 | Posted in Bearish Looks, Economy, Financial Sector, global macro, Hedge Funds, Proprietary Trading, Trade Ideas | Comments Off