nihoncassandra.blogspot.com
Cassandra Does TokyoMostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular.
http://nihoncassandra.blogspot.com/
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular.
http://nihoncassandra.blogspot.com/
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Cassandra Does Tokyo | nihoncassandra.blogspot.com Reviews
https://nihoncassandra.blogspot.com
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular.
nihoncassandra.blogspot.com
Cassandra Does Tokyo: FIRE !!!! (J.K.....)
http://nihoncassandra.blogspot.com/2015/04/fire-jk.html
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Wednesday, April 22, 2015. Guy walks in to the shadows of a crowded movie theatre. Yells "FIRE! Are more credible than one. That exchanges themselves, and industry organizations have ignored/are ignoring this is perhaps not surprising. However the most striking [risk-management] issue - whether at the exchange, clearing-house, or executing broker or clearing broker lev...
Cassandra Does Tokyo: September 2014
http://nihoncassandra.blogspot.com/2014_09_01_archive.html
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Tuesday, September 23, 2014. The Rule of Law is Vastly Under-Priced. Should be anything but contentious. Some more than others, indeed, but it's difficult to argue against their importance, and resulting increase in overall economic welfare derived from the general rule of law, and attendant property rights conferred. That is a great shame. Not because I worry for the ...
Cassandra Does Tokyo: Giving is Easy - Taking is Hard
http://nihoncassandra.blogspot.com/2015/03/giving-is-easy-taking-is-hard.html
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Thursday, March 12, 2015. Giving is Easy - Taking is Hard. Maybe one-day, social scientists will accurately factor-analyze the transmission mechanism. Was it the QE-induced, low rates themselves? The psychological boost of asymmetrical forward-looking asset-price expectations given a newly-communicated floor? How quickly investors forget. If you'd asked large asset own...
Cassandra Does Tokyo: Yellen Isn't Yellin' Anymore
http://nihoncassandra.blogspot.com/2015/03/yellen-isnt-yellin-anymore.html
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Tuesday, March 24, 2015. Yellen Isn't Yellin' Anymore. Completely agree Cassie, but I do think there is a catch this time. Going to be a toughie! 4:59 pm, March 24, 2015. Not sure that even qualifies as showing a little ankle. 7:40 am, March 25, 2015. A masterpiece for the ignoranti like me. 10:43 am, March 30, 2015. Otherwise, youll get what weve got. If Cassandra propose...
Cassandra Does Tokyo: I Was Sooooooo Wrong
http://nihoncassandra.blogspot.com/2014/03/i-was-sooooooo-wrong.html?spref=bl
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Friday, March 14, 2014. I Was Sooooooo Wrong. It takes some honesty and fortitude to confront one's mistakes. Everyone makes them, though not everyone admits to them, perma-bears. So long as my distribution is skewed-right, and the tail not overly kurtotic, I am sanguine. Macro is different. The calls are fewer. Gestation time to trade maturity is longer. False...Needless ...
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Bronte Capital: One more Bank of the Internet advertisement
http://brontecapital.blogspot.com/2015/04/one-more-bank-of-internet-advertisement.html
The sometimes eccentric views of John Hempton. Thursday, April 9, 2015. One more Bank of the Internet advertisement. This one needs no explanation at all:. It says: "New draft pick wants to buy a luxury home. BOFI Federal Bank can do that". All i can think about our these cheesy subway nyc ads. Https:/ www.google.com/search? April 10, 2015 at 12:05 AM. At least the secondary market for luxury homes is fairly stable. April 10, 2015 at 10:01 PM. Subscribe to: Post Comments (Atom). Get this blog by email.
Bronte Capital: April is the cruellest month
http://brontecapital.blogspot.com/2015/03/april-is-cruellest-month.html
The sometimes eccentric views of John Hempton. Saturday, March 21, 2015. April is the cruellest month. Lew Burton (one of those mathematical finance professor types) just tweeted. Well I guess we might find out how much short gamma there is around the $44-5 in. On the surface it looks insane. Moar popcorn plz. Lew it seems is a good guess. Ackman has a big (off market) put position expiring in April in the middle of this range. This is a bit over 3 million shares. Johnare you implying market manipulation?
My 8 word investing philosophy: Be patient, think independently and protect the downside | value and opportunity
https://valueandopportunity.com/2015/07/17/my-8-word-investing-philosophy-be-patient-think-independently-and-protect-the-downside
Slow value investing and special situations. My 8 word investing philosophy: Be patient, think independently and protect the downside. Morgan Housel from Motley Fool (one of the best financial writers in my opinion) had a great post on short investing philosophies. Boiling down rather complex “animals” like a whole philosophy on the one hand is a little bit dangerous, on the other hand, a good philosophy like a good red wine based gravy gets better and better the more you reduce it. 26 August 2015 18:22.
On the Texas coast… | Rturpin's Blog
https://rturpin.wordpress.com/2015/08/13/on-the-texas-coast
Just another WordPress.com weblog. On the Texas coast…. August 13, 2015. Has a nice write up. An old Coast Guard cutter that now serves the Sea Scouts, and often is skippered by my friend TW. See photo left. Has a nice article. On Farley Boat Works. From → Uncategorized. Iraq and Iran →. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. 50 Shades of Me.
Money can't buy happiness... | Capital Chronicle
http://www.capital-chronicle.com/2014/11/money-cant-buy-happiness.html
Money can't buy happiness. Thursday, November 20, 2014 0 comments. But a little bit helps. If your browser does not display the graphic the full article is here. Subscribe to: Post Comments (Atom). Money cant buy happiness. Relative value: signal vs noise. Alphaville - FT blog. IBEX Salad - Olive Oil and markets. The Price of Everything. Free finance magazine offers. Bank of England stats. Briefing.com economic calendar. Federal Reserve Bank of St Louis statisitcs. HM Treasury's Pocket Data Bank. Capital...
Capital Chronicle: May 2014
http://www.capital-chronicle.com/2014_05_01_archive.html
Curse of Reinhart and Rogoff strikes Piketty. Saturday, May 24, 2014 0 comments. If only Mr. Rogoff had waited a couple of weeks before reviewing Mr. Piketty's opus here. The result might have been far more entertaining (as well as thought-provoking). Mr Piketty got the R&R treatment. From the FT this week (right here. The New York Times captures that last point when commenting on this graphic from the FT piece written by their economics editor, Chris Giles:. Citing the FT piece the NYT says:. 8220;The m...
unqualified-reservations.blogspot.com
Unqualified Reservations: De gustibus non computandum: or, economics needs a divorce
http://unqualified-reservations.blogspot.com/2008/08/de-gustibus-non-computandum-or.html
Thursday, August 21, 2008 60 Comments. De gustibus non computandum: or, economics needs a divorce. Most people believe that there is something called "economics." But this is just not so. When we use the word "economics," we are conflating two completely distinct disciplines. Worse, at most one of these disciplines is right - each despises and condemns the other. It's as if English had one word stellatry,. Which meant both astronomy. Our first discipline is literary economics. By figures such as Mises.
CDN Trader: May 2008
http://cdn-trader.blogspot.com/2008_05_01_archive.html
Wednesday, May 21, 2008. I funded the trade by selling one unit of HGU (gold). Gold has had a nice run over the last month, but I fear it too is getting near its top. A return to $1,000 is looking unlikely (in the short-run). I will probably look to exit my other gold position over the next 1-2 months, depending on price action. MARKET POSITION: SHORT EQUITIES (10 units); SHORT REAL ESTATE (3 units); LONG GOLD (1 unit); SHORT ENERGY (1 unit). Sunday, May 18, 2008. Everyone's confused (me too). 1 Never pu...
emerging economies | iMFdirect - The IMF Blog
https://blog-imfdirect.imf.org/tag/emerging-economies
IMFdirect – The IMF Blog. 124; Comments RSS. IMFdirect features views by IMF economists and officials about pressing issues in the global economy. The views expressed are those of the author(s) and do not necessarily represent the views of the IMF and its Executive Board. Aasim M. Husain. Alexander F. Tieman. Andrea F. Presbitero. Andrew G. Berg. Camilo E. Tovar. Elif C. Arbatli. John C. Bluedorn. Jonathan D. Ostry. Julian T.S. Chow. Luis M. Cubeddu. Mahvash S. Qureshi. Poul M. Thomsen. Since the 2008 gl...
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Cassandra Does Tokyo
Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular. Thursday, March 15, 2018. To Barbie, Ken,. For the sake of. Upon your shelves,. The Game of Life". Like Lazarus (not your founder);. But neither Jesus (nor Kravis). Thursday, March 02, 2017. Up Up and Away. The sun feels good up yon-der. Mother Mary and Joseph'! Left Of the Curtain. The Wizard told him. Rub two Bitcoins together". Not the Monkey King. That's a nice robe'.
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