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Ballmerisms and MSFT Gaps 26 Aug 2013 | 10:36 pm
Steve Ballmer, the brilliant businessman who left an amazing legacy of crazy at Microsoft, is finally leaving his post. Here are some of his most choice quotes from his tenure: On iPods (2006): “No, ...
Fishing Lodge Indicator 2013 22 Aug 2013 | 03:40 pm
Almost every year around this time I’m lucky enough to get away for a few days of fishing with my Dad and a few close friends. It’s an amazing time to reconnect with nature, hang out with family and f...
Marketview: Careful of that ticking noise under the hood 12 Aug 2013 | 12:02 am
Quiet week in economic news with the notable development of the Bank of England adopting Bernanke-style employment level targeting with very British-style caveats. This is big news for proponents of c...
Accelerated Learning: Hacking the CFA Exam 9 Aug 2013 | 01:31 am
This post will explain how I passed one of the most notoriously difficult finance exams while working grueling hours, developing a new analytical engine, preparing for the arrival of my first child, h...
On Holiday 26 Jul 2013 | 09:29 am
I’ll be away from the desk. Some amazing stuff brewing that I can’t wait to share. Stay tuned.
Marketview: More Small Decisions 22 Jul 2013 | 01:39 am
New highs for most indices and the S&P 500 closed virtually at the high tick of the week. This is bullish price action. Not much has changed in slow summer trade. Our models are still bullish overall,...
Marketview: Higher Resolution 14 Jul 2013 | 12:44 am
We all survived the great ~6% pullback of 2013! Momentum remains bullish as markets continue to focus on central banks and the timing of QE exit. Even with earnings season in full swing, the syllab...
Marketview: Go Play Outside 7 Jul 2013 | 05:04 pm
An abbreviated holiday week with thin markets trading some very large ranges. Both the Bank of England and ECB held rates unchanged and issued statements pledging continued low rates — no taper-talk. ...
Historical Moves In Gold Complex 2 Jul 2013 | 10:55 pm
The relationship between $GLD and $GDX used to be reasonably predictable and range bound for long stretches. That was until gold and gold miners started an ugly downtrend. Since then, correlation has ...
Marketview: Summer Trade 30 Jun 2013 | 12:23 am
Big reversal week off oversold conditions. The first theme that stands out this week was the Federal Reserve Taper Explanation Tour 2013. Remember that time you invited your buddy to a party and he...