Archive for October, 2009

  • Scott Bessent on what matters in investing
    Posted by on October 30th, 2009 at 7:24 pm, Comments: 0

    Share on StockTwits Recently, I was at a money manager round table dinner where everyone was talking about  ”my stocks this” and “my stocks that”. [...]

  • Christian Siva-Jothy on Discipline
    Posted by on October 27th, 2009 at 11:29 am, Comments: 0

    Share on StockTwits Generally, I can’t see more than a year ahead because things change so rapidly it’s very difficult to have a 5-to 10-year [...]

  • Irrationality
    Posted by on October 22nd, 2009 at 7:56 pm, Comments: 0

    Share on StockTwits In terms of valuation, no matter how cheap you think something is, it can always get cheaper. No matter how much you [...]

  • Skilled investment
    Posted by on October 21st, 2009 at 7:46 pm, Comments: 0

    Share on StockTwits “During its 31.5 year history, Quantum provided its shareholders with an annual return in excess of 30%. An investment of $100,000 in [...]

  • Having a clear mind
    Posted by on October 21st, 2009 at 7:40 pm, Comments: 0

    Share on StockTwits “I was absolutely unemotional about numbers. Losses did not have an effect on me because I viewed them as purely probability-driven, which [...]

  • Fast moves
    Posted by on October 15th, 2009 at 9:33 pm, Comments: 0

    Share on StockTwits I am starting a new sequel of posts that will look at stocks that gained/lost more than 20% in a week. Was [...]

  • How big moves happen
    Posted by on October 13th, 2009 at 9:45 pm, Comments: 0

    Share on StockTwits All markets cycle endlessly between contraction and expansion. But congestive phases use up many more price bars than trending moves. This suggests [...]

  • Making things your own way
    Posted by on October 13th, 2009 at 8:34 pm, Comments: 0

    Share on StockTwits It is not whether you can be a good trader, it is whether you can find the trading that is good for [...]