Tag: emerging markets

What? Steve Jobs was just another nut who lucked into a broad market trend at the right time?!

Steve Jobs:  So, he’s a lunatic, who exploited child labor in emerging markets to make over-priced consumerist products, who ignored scientific evidence to choose his self treatment for cancer, exhibited the same kind of piratish bullying capitalist behavior that Gates is routinely crucified for,  and was a jerk to people around him. is that the […]

Weekend report review, Apr 24, 3011

http://www.youtube.com/watch?v=xEW0MFUB8mc Tortoise weekend report review. There are quite a few good opportunities now in the US techs, while silver and the commodities continue to dominate. CAT is a leader which pulled back sharply to create a tradeable moment;  Any strength in emerging markets and Asia less Japan should be reinforced Related articles The Plutonium Report: […]

Wisdom vs Instinct

As you will recall, a pair trade is a trade that goes long one side and short the other with the idea of capturing the difference in performance.  Another way to frame my current favorite pair trade is “Wisdom” vs “Emotion”. It is my hypothesis that a species’ evolutionarily successful emotional responses are codified in […]

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