Wow
According to Bloomberg the worlds top tech stocks have gained $1.7T in value in the beginning of the year…….
BITCOIN AND VOLATILITY
With all the mug punters of the world seemingly going all a flutter in their neither regions over Bitcoin and all the talk about how volatile it is, I thought I would take a quick and dirty look at how volatile it is in comparison with other instruments and whether the current level of volatility…
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The Order Of Things Matters
Every now and again I get sent a magic trading system complete with equity curve, generally these are some sort of magic system someone is flogging that promises massive returns and never has a drawdown. They are the sort of quit your job with $10,000 and intra-day trade FX and make $10,000 per week. If…
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Apparently Its All Over For Commodities
Commodities form an important part of my trading universe, in fact as a I par back my universe of instruments they form a more and more integral part of what I do. This pivotal role occurs for a few reasons ranging from ease of trading, price discovery and familiarity. The first trade I ever did…
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So What Does This Mean?
In my junk folder I have for the past upteen decades been getting random charts by a group called Chart of the Day. Surprisingly, I dont get them everyday – so the implication that you get a chart everyday that is interesting is perhaps a little bit of an oversell. This morning I go the…
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Professional Short Seller – Marc Cohodes
In our newest conversation on Bespokecast, we sit down with short seller Marc Cohodes. Marc manages his portfolio from San Francisco, and has had great success with high profile bear cases focused on frauds, fads, and failures in recent years. His investment industry experience dates to the early 1980s, and has helped him hone his…
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Property Versus Shares
I was mucking around on the Valuer Generals site the other day searching for historical bits and pieces relating to my property when I noticed that the VG kept historical records on their estimation of the median house price in Melbourne. One of the things I have always found difficult in real estate is not…
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Life is getting ever more volatile – or is it?
We live in an age of unrelenting change. That, at least, is what we are told by a consulting industry that thrives on a gospel of disruption, and journalists who overgeneralise from the earthquake in their own profession. Anecdotal evidence of volatility is easy to find: the financial crisis; the cultural dominance of inventions such…
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Hindsight Is The Perfect Investment Tool
I got bounced the table below the other day for comment which is interesting because my comments are generally so what. I have no idea where it came from so cannot vouch for its veracity. So treat it with the usual caution you apply to something you have not generated yourself. I am not certain…
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