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Bellwether Blog

A blog by Victor K. Lai of Bellwether Capital Management LLC about the markets and investing.

http://bellwethercm.blogspot.com/

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Bellwether Blog | bellwethercm.blogspot.com Reviews
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A blog by Victor K. Lai of Bellwether Capital Management LLC about the markets and investing.
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Bellwether Blog | bellwethercm.blogspot.com Reviews

https://bellwethercm.blogspot.com

A blog by Victor K. Lai of Bellwether Capital Management LLC about the markets and investing.

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1

Bellwether Blog: December 2014

https://bellwethercm.blogspot.com/2014_12_01_archive.html

On investing, the markets, and things that make them tick. Friday, December 26, 2014. Not the Biggest Loser. The year's not quite over, but I think it's safe to say that oil prices will be one of 2014's biggest losers. Year to date crude oil prices are down close to 50%. It's hard to believe that even just months ago many people assumed we'd never see oil prices below $100 per barrel again! Is it really really as simple as a supply and demand imbalance? Will oil prices go back above $100? This is just an...

2

Bellwether Blog: The HFT Game

https://bellwethercm.blogspot.com/2014/10/its-been-eventful-year-so-far-on.html

On investing, the markets, and things that make them tick. Thursday, July 31, 2014. There's been a lot of chatter about high-frequency-trading (HFT) - here's a quick take on the topic for people scratching their heads. What is HFT anyway? In another example, a HFT program could submit a high volume of buy and sell orders, but cancel them before execution. This creates an illusion of outstanding bid and ask prices for other market participants. By the time others submit their orders to sell or buy...HFT f...

3

Bellwether Blog: Persistence Over Weakness

https://bellwethercm.blogspot.com/2014/11/persistence-over-weakness.html

On investing, the markets, and things that make them tick. Wednesday, November 26, 2014. Despite some lingering concerns, the US economy continues to chug along in 2014. The Bureau of Economic Analysis (BEA) released it's second estimate of third quarter real GDP growth yesterday and it came in at 3.9% annualized. That makes sense if we assume that the amount of growth increases or at least stays constant in real terms across expansions. Victor K. Lai, CFA. This blog is for informational purposes only&#4...

4

Bellwether Blog: April 2015

https://bellwethercm.blogspot.com/2015_04_01_archive.html

On investing, the markets, and things that make them tick. Thursday, April 30, 2015. Has Janet Lost Her Patience? In reality, unless your very livelihood depends on whether you guess the date accurately (which I suppose it may for some Wall Street types) - the precise date doesn't really matter. What's more important is simply recognizing that rate increases have finally become eminent - Yellen has explicitly told us so. Victor K. Lai, CFA. Links to this post. Subscribe to: Posts (Atom).

5

Bellwether Blog: Looking Abroad

https://bellwethercm.blogspot.com/2015/03/value-across-pond.html

On investing, the markets, and things that make them tick. Tuesday, March 31, 2015. With basically every major US equity index making new highs, many investors are nervous about US stocks. I don't know if there's an impending stock market crash, but regardless at BCM we favor foreign developed market equities for the time being. Here are a few reasons why. All things considered, there's no shortage of risks. With the Euro Zone still fraught with problems and Japan still stuck in a long-term economic ...

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On investing, the markets, and things that make them tick. Friday, March 2, 2018. Egypt Waits for Spring. Egypt has been called the "cradle of civilization." Egyptians are tied to some of the earliest forms of language, agriculture, and technology known to man. While the country has experienced its share of modern social and political issues, Egypt today is ripe with potential. Consider the following characteristics. Most populated country in North Africa and the Arab world. Markets and poor don't agree.

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