On Position Sizing and Risk – Perspective is everything
Rules, everyone loves rules. I am sure that you have heard them. I am supposed to be writing my book but I am breaking my own rules and doing this…
$BBY $AIG $AAPL $Y $DEXO $SPMD $HTCH $NFLX $CYBX
BBY – Best Buy is still pretty cheap, but not as cheap as it was… if you own it, I’d continue to hold and look to sell around $20. AIG…
Reggie Middleton @ Boom Bust Blog – Genius
http://www.zerohedge.com/contributed/2013-01-11/new-sheriff-make-business-model-coming-town-us-wireless-carriers-and-he-wont- T-Mobile doesn’t seem content, so it decided to do what most of the carriers should have done a long time ago. T-Mobile is breaking the wireless carrier contract hegemony…
Kyle Bass $JPY – too bad he’s wrong
it’s too bad that he has an incorrect understanding on systemic risk. he should probably consider the difference between currency users and currency issuers. i love that he is…
Is it a Source or Use?
Asset or Liability? When you look at anything you could be doing, does doing it provide you with more time/money to do other things? If so, then it is a…
Chinese Fraud $CAT “deliberate, multi-year, coordinated accounting misconduct”
This is a great opportunity to openly wonder when Warren Buffett is going to have to come to terms with his dealings with the Chinese on their home turf. I’ve…
Epistemophobia – One Fear To Rule Them All
Fear of Knowledge In the lord of the rings series, there is one ring that rules all the other rings. This is kinda like that. The root of all other…
$DEXO bloomberg terminal
You see this, Bradford? Probably not…where is your BBerg terminal? (ICR) dex one note+—————————–————————————————-+ dex one note 2013-01-10 01:01:41.10 GMT Total amount of par amortization and cash sweeps per silo…
Value Add Pricing – Dynamic Price Descrimination
Key Concepts: Dynamic Price Discrimination with Price Commitment Interruptible Sales (Low Priority Sales) Conclusions: Efficiency requires a positive probability of empty seats. Pricing to…