Monthly Archives: September 2008

How Historic is this Crisis?

Love it. Hint – you likely have to click the pic, to see the right side of the graph. Thanks Jesse F. Thanks StockCharts.com
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Blogging Vacation: CFA time

So, I’m taking the next 11 weeks off from blogging…and pretty much existing too. I’m going to attempt to write the CFA level 1, 6 hour exam, December 6th. The books showed up, tonight.  2775 HUGE-bi-colored-no-picture-pages. Work + Trade/Invest + Eat + Sleep + Study. Apparently, lots of people fail, not cause they can’t master the material…but because they [...]
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Trader vs Investor

Some people people believe they are one and the same, others believe it is only a matter of holding time. I disagree with both. I believe an investor chases yields and value creation by providing capital & resources. I believe a trader chases changes in yields and value fluctuation by managing assets & opportunity. By those defintions, [...]
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Random Market Philosophies

A friend of mine, a guy I wish I had gotten to know better when I had the chance, a fellow engineer, Wayne Miranda, is headed to Ghana this November. He is going to help the local farming markets. He and the team from EWB (Engineers Without Borders) are going to help any [...]
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Changing the Definition of Warrants

Anybody besides me, find it funny, that one of the proposed tools for saving the troubled GSEs is to buy warrants? WARRANTS…basically, a fancy call option, just another DERIVATIVE. BUT…we all know, SMART derivative sellers rake it in, so I’m all for their plan and glad somebody was smart dumb enough to think of it. Based on this, [...]
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