Monthly Archives: January 2012

Enough of a correction?

Been lots of chatter about the mkt being “overbought” (whatever the heck that means) and needing a “correction” (ditto …). Let us digress … overbought, correction … what do those terms mean? “Overbought” … I guess that means the mkt … Continue reading

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Scary headlines …..

The newspaper front page as a sentiment indicator? Also known as telling people what they want to hear. This is the front page of the Sydney Morning Herald, headline of interest circled in red: This is the front page of … Continue reading

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FOMC meeting Tue. and Wed. Statement (~ 1230ET) & briefing (1415ET) Wed.

Two-day meeting of the FOMC on Tuesday 24th and Wednesday 25th January, 2012. There will be a statement released at approximately 12.30 pm ET and Bernanke’s press conference is at 2.15 pm ET on Wednesday 25th. More here: http://www.calculatedriskblog.com/2012/01/fomc-meeting-preview.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+CalculatedRisk+%28Calculated+Risk%29 There … Continue reading

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You get paid to interpret the intersection of reality and behavior

One of the best blogs out there is Dynamic Hedge. Written by a trader, from a trading perspective, and probably best appreciated by traders. Level-headed, professional, rational. And open to ideas. Much excellent work. This I think is especially worth … Continue reading

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Fed. bashing

The release of Fed minutes from 2006 has prompted the usual Fed. bashing around the blogosphere. Smug, sanctimonious arrogance most of it. Hindsight is a wonderful thing. Boring.

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Openness / Small number of input variables / Real-time performance

I am reading this series (part 2 of 5 just posted) with keen interest. My interest is from a number of different perspectives, not just for the perspective of ‘recession forecasting’. I am particularly interested in the principles and practices … Continue reading

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How to waste time

Wednesday – spend all day setting up new computer and re-purposing existing computer for other tasks. Wednesday night – realise new computer is not performing better or quicker than older computer… and actually a little slower. Thursday – spend good … Continue reading

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