The Latest

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

    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

    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

    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

    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

    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

    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 […]

  • Risk
    Posted by on June 9th, 2015 at 11:55 am

    Share on StockTwits Howard Marks’ latest memo on risk has sparked interesting conversations on the web. Mr. Marks points out that volatility is very incomplete […]

  • About Bulls, Bears and Pigs
    Posted by on May 26th, 2015 at 12:16 pm

    Share on StockTwits There’s a popular Druckenmiller’s quote circling the Internet as of late: The first thing I heard when I got in the business, […]

  • The True Nature Of Predicting
    Posted by on May 26th, 2015 at 8:30 am

    Share on StockTwits Jon Boorman has an interesting piece on the futility of making market predictions. Long time ago, Phil Pearlman wrote an insightful post, […]