Archive for November, 2010

  • Thanksgiving Day Thoughts
    Posted by on November 26th, 2010 at 7:58 am, Comments: 0

    Share on StockTwits Some things running through my brain on Thanksgiving…can’t turn this damn thing off! The New England Patriots epitomize how a market leadership […]

  • One Raving Lunatic
    Posted by on November 24th, 2010 at 8:19 am, Comments: 0

    Share on StockTwits This week has shown us once again how the crazed actions of one person can impact our investments.  Reed Hastings at Netflix […]

  • Measuring Emotion and Urgency
    Posted by on November 19th, 2010 at 8:36 am, Comments: 0

    Share on StockTwits The goal of converting sentiment into profits has eluded most, if not all, self-dubbed contrarians.  Of course we all “know” that if […]

  • Slop Ahead
    Posted by on November 17th, 2010 at 9:29 am, Comments: 0

    Share on StockTwits The ingredients are in place for a few days of slop: 1) Conflicting timeframes- rising longer term trend against plunging short term […]

  • Mean Reversion and Timeframe
    Posted by on November 12th, 2010 at 8:34 am, Comments: 0

    Share on StockTwits I’m a huge fan of James Montier, but he seems to be taking this mean reversion thing personally.  At a conference last […]

  • How I Use Mean Reversion
    Posted by on November 5th, 2010 at 11:04 am, Comments: 0

    Share on StockTwits “People are inefficient(and slow) information processors and disinclined to let go of strongly held beliefs.” Dr. Phil Pearlman I loved Phil’s discussion […]