Author Archive

  • Ten Smart Things Said About Market Corrections
    Posted by on August 23rd, 2015 at 10:11 pm, Comments: 0

    Share on StockTwits Corrections of at least 8% in the major indexes happen at least once a year almost every year. Here are some of […]

  • About Predictions and Markets
    Posted by on August 14th, 2015 at 8:19 pm, Comments: 0

    Share on StockTwits Two things happen when enough people react to a prediction: 1) the prediction comes true faster than it otherwise would under normal […]

  • The Twitter Dilemma
    Posted by on August 6th, 2015 at 11:58 am, Comments: 0

    Share on StockTwits Many people are emotionally invested in Twitter and don’t comprehend the reason behind its poor track record as a publicly traded stock. […]

  • Quick Look At Market Breadth
    Posted by on July 25th, 2015 at 10:37 am, Comments: 0

    Share on StockTwits In the examples below, I am using S&P500 data as a proxy for the market. First a short-term perspective: About 37 % […]

  • About Over-trading and Under-trading
    Posted by on July 7th, 2015 at 10:17 am, Comments: 0

    Share on StockTwits When volatility picks up, we should become less active and move slower. Hedge fund manager Frank Teixeira has good anecdote on the […]

  • My Best Tweets for June
    Posted by on July 1st, 2015 at 10:51 pm, Comments: 0

    Share on StockTwits These are some of my tweets that received the most engagement in June. I filtered them for time sensitivity; hence there are […]

  • How Private Markets Are Impacting Public Markets
    Posted by on June 30th, 2015 at 12:40 am, Comments: 0

    Share on StockTwits I believe that active management has a place in everyone’s portfolio. With that said many people might do reasonably well over time if each month they […]

  • Carl Icahn’s Favorite Setup
    Posted by on June 24th, 2015 at 9:17 pm, Comments: 0

    Share on StockTwits Frank Zorrilla has an interesting piece on Carl Icahn’s position trade in Netflix: Carl Ichan showed the world how he made over […]

  • Using Overbought Signals
    Posted by on June 24th, 2015 at 9:45 am, Comments: 0

    Share on StockTwits Many traders use RSI to measure overbought and oversold conditions. The textbook says that a reading above 70 is typically considered overbought, […]

  • About Booms, Bubbles and Busts
    Posted by on June 23rd, 2015 at 9:16 am, Comments: 0

    Share on StockTwits Noah Smith has an interesting piece on bubbles and busts: For the past half-century, the academic macro story has gone something like […]