Archive for July, 2012

  • Pending Treasury Exit: Update
    Posted by on July 27th, 2012 at 3:34 pm, Comments: 0

    Share on StockTwits Quick post as I leave for the weekend.  The breakdown of treasuries is a big deal.  It isn’t all going to unwind [...]

  • Letters to a Young Trader
    Posted by on July 27th, 2012 at 7:49 am, Comments: 0

    Share on StockTwits Since I started this blog I’ve had a number of aspiring traders send me messages about getting started in the trading world. [...]

  • Marketview: Against All Odds
    Posted by on July 22nd, 2012 at 5:28 pm, Comments: 0

    Share on StockTwits Despite all the pessimism and the various cases against it, the market continues to act well.  This is not an easy market [...]

  • Historical Analogs
    Posted by on July 21st, 2012 at 5:11 pm, Comments: 0

    Share on StockTwits This is the DynamicHedge pattern recognition robot speaking.  I do not care about your sovereign debt crisis.  I do not care about [...]

  • Pending Treasury Exit?
    Posted by on July 18th, 2012 at 6:00 pm, Comments: 0

    Share on StockTwits There have been at least as many betting against the Treasury bull as there were betting against the natural gas bear.  These [...]

  • Marketview: As Binary As Ever
    Posted by on July 14th, 2012 at 10:48 am, Comments: 0

    Share on StockTwits The current personality of the market is to expend lots of effort and energy and not have much movement to show for [...]

  • Contempt for Every Customer
    Posted by on July 12th, 2012 at 2:22 pm, Comments: 0

    Share on StockTwits These scandals — this business of blatantly defrauding clients.  This shit has gone on for way too long.  I’m a child of [...]

  • Marketview: Summer Reflation Continues
    Posted by on July 7th, 2012 at 6:13 pm, Comments: 0

    Share on StockTwits Not much to write about as not much has changed since last week.  Money has not come out of treasuries and $SSEC [...]

  • Contrary Conversationalists: High Frequency COIF
    Posted by on July 4th, 2012 at 12:00 am, Comments: 0

    Share on StockTwits I originally coined the term COIF (contrary opinion indifferent to fact) because I worked with a couple traders whose life mission centered [...]

  • Marketview: Reflation Trade or Something Else
    Posted by on July 1st, 2012 at 3:39 pm, Comments: 0

    Share on StockTwits A wild week was capped off with the EU Summit announcement of plans to establish a single banking authority run by the [...]