•
If you are having difficulty deciphering noise from information, I will help you – ITS ALL NOISE. There are so many sources competing for your eyeballs and they will say anything to get you to allocate your precious time and energy that would be better spent focusing on your own method and goals. The…
•
I have been watching this huge consolidation in $GLD since December. Here’s the chart posted then: And here’s an updated $GLD chart from this morning zooming in on the narrowing range: $GLD topped on October 4th which just happens to be the same day that the $SPX bottomed. Aside from the convenient symmetry there,…
•
Quick update on the Google Is Eating The Internet post from a few days ago. If you search NCAA Bracket or a bunch of other searches I am sure, you get this interactive graphic below. Its so well done and only goes to show the level of thought and design goodness that $GOOG is…
•
It was Cypriotic. This past week the mediashpere frenzied on the prospects of a Cypriot bank run after the country reported that it would tax accounts. It began on Saturday and I warned then that this was way out of proportion. Sunday night, futures dropped as much as 2%, fueling the fire and the…
•
Early on, while every internet company was trying to get you to and keep you on its website, Google was busy sending you away happy. People would go to Google to search, find what they were looking for and then leave. It was a genius and counterintuitive move. With the public launch of Gmail…
•
Thanks Todd for posting this. Its one of my favorite quotes ever. $BRK.B
•
If you were panicky last night or this morning because of Cyprus, take some minutes today to write yourself a letter describing in detail your experience. Then save it and take a look at it tomorrow or in a week or whenever you have calmed yourself down a bit. How were you feeling precisely…
•
I had the great pleasure of sitting down recently with the awesome Jason Voss at the CFA Institute. We talked mostly behavioral economics. For Blogs and the Enterprise site
•
Chatting on $AAPL vs $GOOG with Rob Cyran @ ReutersHQ. Shout out to Chris Kimble and JC Parets whose charts I used as illustrations.
•
We all recall the Greenspan Put. This was a term coined in the 90’s as market participants came to understand that then Fed chairman Alan Greenspan would lower the Fed funds rate and provide liquidity when the market got hit. It was perceived as downside protection, hence the term ‘put’. There’s a similar downside protection phenomena at work…