Blogroll
- Adam Warner
- Andy Swan
- Asia Times
- Barry Ritholtz
- Bejamin Bach
- Buck Woodford
- Carl Icahn
- Daniel Riveong
- Deryk Morrish
- Fadtastic
- Finz.tv
- Fred Wilson
- Howard Lindzon
- Jeffrey Lin
- Josh Spear
- Julia Roy
- Justin & Andrew
- Kenshi Kawaguchi
- Landon Swan
- Mad Hatter
- Mathew Ingram
- Melina McLarty
- Ross Greenspan
- Scott Edward Anderson
- Seth Godin
- Soren Macbeth
- Steve Rubel
- Thiago Avila
- TJ Lynch
- Trader Mark
- Trading Goddess
- Wayne Miranda
- Whale Wisdom
- World Beta
Archives
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
- January 2008
Contact Me
Monthly Archives: January 2010
Outlook? I got one…
My humble outlook, for the next 4.33 weeks of trading
…the March Gold Contract settles above 1100, the March 30 year treasury settles below 118′000, and oil settles above $77…
Place your bets. Those are mine. I’ll roll if I have to.
I’m staying away from equities, still.
Posted in Uncategorized 1 Comment
Can’t Sleep…so I’m reading about BIDU and GOOG…
If that isn’t a reason, not to trade equities I don’t know what is. Say you had BIDU on short, or GOOG on long…you will wake up tomorrow, pissed off. Maybe. Or maybe the market will take both of them higher. Or lower. It’s the lessons in causality, that most [...]
Posted in Uncategorized Leave a comment
Tax a Foreclosure, Not a Trade
The recent talk of a transaction tax, has me sick to my stomach.
Make it harder for a home-owner to walk away from their mortgage. You can do this with policy, not a tax.
Make it harder for a lender to give a loan to somebody who can’t afford it. You can do this with [...]
Posted in Transaction Tax, Uncategorized Leave a comment
Come Join Me
If you’re with a broker, who charges double digit transaction fees – leave them. I recommend Interactive Brokers.
Don’t take my word for it, check out slide 13, from the deck IB put together in November [pdf].
[click to enlarge]
I also want to point out, regardless of your broker, the average trader actually beat the [...]
Posted in Uncategorized Leave a comment
A Decade Later…
I thought the highlights, from this decade wrap-up were interesting. These are annualized returns, for different vehicles.
1. Gold Futures 14%
2. Hedge Funds 6.3%
3. Treasury Notes 6.1%
4. 19 Raw Materials 3.3%
5. Mutual Funds 1.7%
6. The S&P, including dividends -0.9%
Oil Futures put up 12% annualized returns (approx $25 in dec 1999, to $80 now…excluding cost to [...]
Posted in Uncategorized Leave a comment
Saudis say…