May 2008
April 2008
March 2008
February 2008
- 29: Whacky Wheat Whipsaw
- 29: Final Day of Free Trading Ideas
- 28: Life in China — Three Quick Examples
- 28: Gazillion Trading Ideas for Thursday, February 28
- 28: Dollar Index Hits New Low — A Look at the Monthly Chart
- 27: User Guide for Trade Ideas Generated by “The Box”
- 27: 20 Years of Silver Prices
- 27: Seven Trading Ideas for Wednesday, February 27
- 26: The Penny Gap
- 26: One Trading Idea for Tuesday, February 26
- 26: Mustn’t Hurt the Precious
- 25: The Developed World is Disappearing
- 25: Bringing Order to Hair Disorder
- 25: Gazillion Trading Ideas for Monday, February 25
- 25: Follow Up Up Up on Gold
- 23: Gratuitous Cute Chick Pic — February 22, 2008
- 22: Five Trading Ideas for Friday, February 22
- 21: Nine Trading Ideas for Thursday, February 21
- 20: Systematically Irrational Behavior
- 20: One Trading Idea for Wednesday, February 20
- 20: Bernanke’s Policies Greasing the Wheels
- 19: Five Trading Ideas for Tuesday, February 19
- 19: Bernanke’s Policies Run Against the Grain
- 18: L’élitisme Démocratique
- 18: Northern Rocked
- 18: Back from Vacation
- 05: Four Trading Ideas for Tuesday, February 5
- 04: Three Trading Ideas for Monday, February 4
- 03: The Frustrated Ambitions of a Striving Provincial
- 03: Cash is King, But in Which Currency?
- 03: Gratuitous Cute Chick Pic — February 1, 2008
- 02: I Will Teach You How To Get 10,000+ Bloglines Subscribers
- 02: And Then He Woke Up
- 02: Has Gold Peaked?
- 01: Volume-at-Price for the Euro Stoxx 50 Futures
- 01: Unacknowledged Trading Genius
- 01: Update on AYI and Preliminary January Box Results
January 2008
- 31: Two Trading Ideas for Thursday, January 31
- 31: Text Spam Indicates Chinese Real Estate Market in Trouble
- 30: Volume at Price for AYI and Spot Gold
- 30: Federal Funds Implied Probability (1/30/08 FOMC)
- 30: Weaving Fees into the Fabric of the Fund
- 29: Still Buying the Unloved
- 29: Comrades in ARMs
- 29: Never Shop at Tabletools.com
- 29: Informing Markets about Pending Losses
- 28: The Position Was Unwound Over Three Days in a Controlled Fashion
- 28: Not in My Backyard
- 28: Unauthorized Acts and Fictitious Operations
- 27: A Good Time to Buy Financials?
- 27: Tell Me Something I Don’t Already Know
- 26: Unpaid Product Placement: Dado Cubes
- 25: TGIF (XIV)
- 25: December Trading Ideas Spreadsheet Now Available
- 25: Il était de $73 milliards d’idiot
- 24: LINTA Short Finally Covered
- 24: Lending Stalemate: Rates Drop But Standards Tighten
- 24: Oh Such a Hungry Yearning Burning Inside of Me
- 23: One Trading Idea for Wednesday, January 23
- 23: All AAA Ratings are Faux Ratings Now
- 23: Market Reaction to Emergency Rate Cut
- 22: One Trading Idea for Tuesday, January 22
- 22: Quick Look at Various Futures Contracts
- 19: Gratuitous Cute Chick Pic — January 18, 2008
- 18: One Trading Idea for Friday, January 18
- 18: AMBAC Ack! MBIA DOA?
- 17: In Search of a Non-Nutty Goldbug
- 17: One Trading Idea for Thursday, January 17
- 17: Bombay’s SENSEX 30 Looks Toppy
- 16: The Best Free Web-based Stock Charts
- 16: It’s Just a Matter of Waiting
- 15: One Trading Idea for Tuesday, January 15
- 14: Insider Trading, Front-running and Stock Manipulation
- 14: Prefering Polygamy and Polyandry
- 14: ABC Stop Management in Current Pfizer Long
- 12: Unpaid Product Placement: Wedgits
- 11: Reviewing Currently Open Trades
- 11: Shanghai Gold Futures
- 10: Two Trading Ideas for Thursday, January 10
- 09: Stop and Stop-Limit Orders
- 09: One Trading Idea for Wednesday, January 9
- 09: The Frankensteinian Levered Body of Shadow Banks
- 09: Multi-layered Feeder Fund and Fund-of-funds Structure
- 09: Arbitrary But Consistent (ABC) Stop Management (Part VI)
- 08: US Sectors Relative Percent Change Over the Last Year
- 08: Ten Trading Ideas for Tuesday, January 8
- 08: Who Needs a Smart Stop When You’re a Lucky Dummy?
- 08: Arbitrary But Consistent (ABC) Stop Management (Part V)
- 07: Obama.com More Than Doubles in Four Trading Days
- 07: A Half-assed Idea about How to Aggressively Trail a Stop
- 05: Property Development Wasn’t a Priority with the Communists
- 05: The Communication Gap Between Men and Women
- 05: Arbitrary But Consistent (ABC) Stop Management (Part IV)
- 04: TGIF (XIII)
- 04: Arbitrary But Consistent (ABC) Stop Management (Part III)
- 04: CMBS BBB- Spread: Now Over 1000 Basis Points
- 04: Five Trading Ideas for Friday, January 4
- 03: Checking Up on Crude Earl & the Yeller Metal
- 03: Four Trading Ideas for Thursday, January 3
- 03: Arbitrary But Consistent (ABC) Stop Management (Part II)
- 02: A Theater of Threats
- 02: Blue Skies, All of Them Gone*
- 02: Two Trading Ideas for Wednesday, January 2
- 01: 2007 Returns for Selected Vanguard Funds
- 01: Arbitrary But Consistent (ABC) Stop Management
December 2007
- 31: Box a Blank for Monday
- 31: Chinese Yuan Charts for 2007
- 31: A Fondness for Financials
- 28: My Shaving Supplies and Routine
- 28: Four Trading Ideas for Friday, December 28
- 28: Credit-Default Swap Spread for Pakistan’s Sovereign Bond
- 28: What Happens When You Try to Cancel the Online Wall Street Journal
- 27: One Trading Idea for Thursday, December 27
- 27: Why Is VeriSign Pegged at $38?
- 26: One Idea for Wednesday; Update on Friday’s Idea: PPDI
- 24: Phone Conversation with the Wife
- 24: Two Trading Ideas for Monday, December 24
- 23: Sterilizing Misperceptions
- 22: Gratuitous Cute Chick Pic — December 21, 2007
- 22: Constant Distress in Consumer Discretionary
- 21: Losing Less Money on Chinese Bank Deposits — Yippee!
- 21: Holiday Cheer as AKAM Covers Initial Risk
- 21: Fine-tuning the Model to Reach the Desired Credit Rating
- 21: Theory on Recent Mass Murders
- 20: Playing It Tight or Loose with Akamai?
- 20: The Once-in-a-lifetime, Low-risk, Incredibly High-reward Scenario
- 20: One Trading Idea for Thursday, December 20
- 19: $500 Billion Injection Narrows TED Spread Slightly
- 19: Wheat at around $10 a Bushel
- 19: Two Trading Ideas for Wednesday, December 19
- 18: Where Hedge Fund Guys Get Their Best Investment Ideas
- 18: Update on Box Ideas MAN and MSCC
- 18: One Trading Idea for Tuesday, December 18
- 17: One Trading Idea for Monday, December 17
- 17: Selected Stories (16-Dec-2007 23:05:55)
- 17: Competition and the Death of a Middle-class Mediocrity
- 16: Update and Review of a Black Box Trade
- 14: TGIF (XII)
- 14: SLIQ is Pretty Slick
- 14: Brand Name Education for Free
- 14: One Trading Idea for Friday, December 14
- 13: Five Trading Ideas for Thursday, December 13
- 12: Most Read Stories (11-Dec-2007 21:50:57)
- 12: Strains in Financial Markets
- 12: At Least Five New Trading Ideas for Wednesday, December 12
- 11: China’s Lending Rates — 5+ Year
- 11: Federal Funds Implied Probability (12/11 FOMC)
- 11: China’s Reserve Ratio — Ten Year View
- 11: One Trading Idea for Tuesday, December 11
- 09: Four Trading Ideas for Monday, December 10
- 08: Gratuitous Cute Chick Pic — December 7, 2007
- 05: SPY Fifth Wave Decline Price Targets
- 04: Three Month Treasury-EuroDollar (TED) Spread
- 04: Euphemism Watch: Automatic Liquidation Event
- 03: Mortgage Interest Rate Reset Schedule
- 01: Gratuitous Cute Chick Pic — November 30, 2007
- 01: wp_footer Exploits Continue
November 2007
- 30: Dumb Borrowers to Get “Help” from Hedge Fund Honcho
- 30: Learned Helplessness
- 30: The Techniques of Hospitality
- 29: On Fairies and Farriers
- 29: Patient Pershing’s Philanthropic Profit Pledge
- 28: Sample Beijing Apartment Sale and Rental Prices
- 27: 10-year Treasury Note Overshoots — Expect a Pause
- 27: Delegated Decision Disaster
- 27: Pickled Garlic 糖蒜
- 26: Chinese Yuan 12 Month Non-deliverable Forward
- 26: Three Random Observations
- 26: Long View: Copper, Corn, Oil, US Stocks and Wheat — Priced in Gold
- 25: Bucking Euro Trend a Bad Bet
- 24: Spam Links Mysteriously Appear in Footer
- 23: TGIF (XI)
- 23: Looking for Sustained and Substantial Yuan Appreciation
- 22: Drop Your Pfandbriefs and Take Cover
- 22: The Wind at One’s Back: Long Crude, Short Dollars
- 21: Most Read Credit Crisis Stories (20-Nov-07)
- 21: CMBS BBB- Spread: Code Red Critical Emergency
- 21: Monthly View of Freddie and Fannie
- 20: Banking on Gullibility and Inertia
- 20: Menu for Xiabu Xiabu (呷哺呷哺)
- 20: The Law of Historical Memory
- 20: On Treadmills and Spaceships
- 20: Citigroup Recommends Overweighting Citigroup
- 19: A China Scholar Stuck in the Past
- 19: Absolutely Fabulous, Darling
- 19: Car Insurance Bill in Beijing
- 19: Oil Change Bill in Beijing
- 19: It’s the Editor that Creates Value, not Spellcheck
- 17: Diamonds and Perles: A Stealth Foreign Policy Question?
- 17: Gratuitous Cute Chick Pic — November 16, 2007
- 17: FedEx and Copper: Telling the Same Story
- 16: Love Your Work
- 16: Send Me Your Stilted, Your Plodding, Your Muddled Emails
- 16: Shanghai Copper
- 15: The Smart Way to Lose Your Ass
- 15: Timing, Texture, Temperature
- 15: Furthering the Interests of Fascism
- 15: Two Dozen High Yielding Financial Stocks
- 15: There is a Great Deal of Human Nature in People
- 14: Better Late Than Never
- 14: Off the Charts: Washington Mutual’s Dividend Yield
- 13: Piggybacking the Hong Kong Monetary Authority
- 13: Kept Bottles 存酒
- 13: E*Run on the E*Trade
- 12: Looking at the Top in the H-share Market
- 12: (Unpaid) Product Placement — WMF’s Hip Flask 2 in 1
- 11: Gratuitous Cute Chick Pic — November 9, 2007
- 11: Surviving at the Top of the Greasy Pole
- 09: TGIF (X)
- 09: Taxation, Nationalization, Expropriation
- 09: Don’t Confuse the H-share and A-share Markets
- 09: Intelligence, Ambition, Looks — But Not in that Order
- 09: Enhancing Your Social Profile Through an Inorganic Process
- 09: Dr. Copper and the Band of Burglarizing Vandals
- 09: Sticking Firmly with a Totally Arbitrary Price Target for Crude
- 08: Conversations with Women
- 08: Heating Bill In Beijing
- 08: Personal Questions
- 08: China’s Stock Markets Have Topped
- 07: Lucky 888 — Short-term Target for Gold
- 07: Stan Certainly is the Man
- 06: Selected Stories (6-Nov-2007)
- 05: When Fear Sets Prices
- 05: The Old Prepayment Catch
- 05: Bundchen, Avoiding Dollars, is No Dumb Blonde
- 03: Long Clean (Google), Short Clutter (Yahoo)
- 03: The Peril of Moving Beyond Parity
- 03: Gratuitous Cute Chick Pic — November 2, 2007
- 02: Bill from Visit to Pediatrician in Beijing
- 02: Crocs Cracks
- 01: Reward Doubled for Old Investment Newsletters
- 01: Skinny Bitches Get It
- 01: Correction Intensification
- 01: Crude Will Hit $100 No Problemo
October 2007
September 2007
August 2007
July 2007
June 2007
- 30: Gratuitous Cute Chick Pic — June 29, 2007
- 30: Stock Du Jour (RIMM) & Random Observations
- 30: FX Information Platform
- 29: Lucky and Nimble (and Willing to Take a Risk)
- 29: Stock Du Jour (LLNW) & Random Observations
- 28: Abandoned Book: Every Dead Thing, by John Connolly
- 28: Favorite Lines from The Little Sister
- 28: No Stock Du Jour But Some Random Observations
- 27: Willeford Was Truly One of the Great Ones
- 27: Stock Du Jour (SLV) & Random Observations
- 26: Disturbing the Harmonious Society
- 26: Top 25 Highest Paying Jobs
- 26: Stock Du Jour (BX) & Random Observations
- 24: Son of Sam
- 24: The Homebuilder Retailer Disconnect
- 24: Gratuitous Cute Chick Pic — June 22, 2007
- 23: Stock Du Jour (SBUX) & Random Observations
- 22: Stock Du Jour (HOKU) & Random Observations
- 22: 15 Ideas Portfolio Update (3)
- 21: Cinders and Ashes!
- 21: Stock Du Jour (SRS) & Random Observations
- 20: Best Served Cold
- 20: Pragmatism Over Partisanship, Ideas Over Ideology
- 20: Stock Du Jour (YHOO) & Random Observations
- 20: Headline Juxtaposition
- 19: Ma.gnolia is Del.icio.us for Chicks
- 19: Stock Du Jour (BIDU) & Random Observations
- 16: Gratuitous Cute Chick Pic — June 15, 2007
- 16: Stock Du Jour (EWZ) & Random Observations
- 15: Check, Please!
- 15: The Positive Impact of My Foot Kicking Your Ass
- 15: Stock Du Jour (FXI) & Random Observations
- 14: Ready, Set, Go!
- 14: A Less Cretinous Rhetoric
- 14: Stock Du Jour (FXY) & Random Observations
- 13: Will Wahaha Get the Last Laugh?
- 13: Stock Du Jour (TIP) & Random Observations
- 12: Paradise Poker Tournament Schedule
- 12: Addicted to Popcorn
- 12: Home Run in Heelys
- 12: Stock Du Jour (CROX) & Random Observations
- 11: People Feel the Need to Justify Themselves
- 10: Nice and Boring and Immensely Profitable
- 10: Gratuitous Cute Chick Pic — June 8, 2007
- 10: Thai Baht: Then and Now
- 09: TGIF
- 09: Stock Du Jour (XRX) & Random Observations
- 08: Stock Du Jour (TLT) & Random Observations
- 07: They Probably Don’t Think about the Consequences at All
- 07: How Not to Shuffle a Virtual Deck of Cards
- 07: Stock Du Jour (PNRA) & Random Observations
- 06: Super Bubble Intact
- 06: Stock Du Jour (GOOG) & Random Observations
- 05: Dangerous Men Who Will Lie about Almost Anyone or Anything
- 05: Yet Another Root Canal
- 05: Energy ETF Roundup & Random Observations
- 04: Pigs Get Slaughtered
- 02: Gratuitous Cute Chick Pic — June 1, 2007
- 02: Regional Banks Stink: I’m a Buyer
- 02: Yet Another Reason to Remain Short the USD
- 01: Pre-Open Comments: Friday, June 1
- 01: Stock Du Jour (CIEN) & Random Observations
May 2007
- 31: A Look at the Break in the Shanghai Market
- 31: Extracting Knowledge from Unstructured Data Sources
- 31: Problem Solving at the Chinese DMV
- 31: The Pleasure of Supra-gingival Irrigation
- 31: The Dearth of Investable Assets in China
- 31: Stock Du Jour (NOVC) & Random Observations
- 30: Satisfying Our Hunger for Spectacle
- 30: New Interface at Paradise Poker
- 30: Stock Du Jour (AV) & Random Observations
- 29: Congratulations, You Just Got Stopped Out for a Loss
- 29: Pre-Open Comments: Monday, May 29
- 28: 11,000 Planes in the Sky and Only 100 Good Pilots
- 26: Gratuitous Cute Chick Pic — May 25, 2007
- 26: Stock Du Jour (VRGY) & Random Observations
- 26: Shanghai A-Share Turnover: Historical Perspective
- 25: Global Value Traded: Asia-Pacific
- 25: Avoiding Outcome Bias
- 25: Props and Malaprops
- 25: Don’t Count Old Media Out
- 25: Stock Du Jour (XLU) & Random Observations
- 24: Pre-Open Comments: Thursday, May 24
- 24: It’s Interesting How History Is Manufactured
- 24: Numerology as Basic Trading Strategy in China
- 24: Stock Du Jour (CYPB) & Random Observations
- 23: Pre-Open Comments: Wednesday, May 23
- 23: And All I Got Was a Lousy Caricature
- 23: Stock Du Jour (SNE) & Random Observations
- 22: I Hear a Beat, How Sweet!
- 22: Stock Du Jour (AMZN - yet again) & Random Observations
- 22: 15 Ideas Portfolio Update (2)
- 21: Just Three Stories
- 19: Ways To Take a Leveraged Short Position on China
- 19: Stock Du Jour (SCHW) & Random Observations
- 18: Stock Du Jour (DUSA) & Random Observations
- 18: Further Improve Investor Education and Strengthen Market Supervision
- 17: CITIC Securities and the Manic Manicurists
- 17: 1299cc, 4-stroke, four-cylinder, liquid-cooled, DOHC, 16-valve
- 17: Stock Du Jour (CPWR) & Random Observations
- 16: Public Reaction to Exorbitant Tolls Has Not Been Joyous
- 16: Stock Du Jour (WINN) & Random Observations
- 15: Stock Du Jour (WFMI - again) & Random Observations
- 14: Shenzhen Composite Index - On Balance Volume
- 14: The Scarcity of Mispricing Opportunities
- 14: Standard Contract Terms
- 14: A Brilliant Product Poorly Managed
- 14: Spreadsheet Column Width Indicator
- 12: Gratuitous Cute Chick Pic — May 11, 2007
- 12: Best & Worst Relative Performance — Week Ending May 11, 2007
- 12: Crazy Turnover in China’s Stock Markets
- 12: Stocks Du Jour (FXI, GXC) & Random Observations
- 11: Interactive Brokers Group IPO and Winner’s Curse
- 11: Stock Du Jour (WFMI) & Random Observations
- 10: Games Predominantly Subject to Chance
- 10: Stock Du Jour (DNDN) & Random Observations
- 09: Back from Xinjiang
- 03: May Day Holiday
- 03: Stock Du Jour (CMG) & Random Observations
- 02: Stocks Du Jour (DJ) & Random Observations
- 01: Stock Du Jour (IOTN) & Random Observations
April 2007
