Trading Journal of an Investment Junky

Wednesday, July 25, 2012

Mid-day links

Trading strategies around earning announcements- from Damodaran

IMF looks for Chinese GDP growth to moderate into an 8% rate

PBOC lets Yuan drop against the dollar 

The Fed may move sooner rather than later... is the article this go around's Jackson Hole speech?

A few days old and probably already digested but it is still good to look at... Fed President Williams suggests and open ended, MBS focused QE3..... or is this

Some interesting thoughts on QE3

Refis continue to run strong... for those that can get them.... will MBS purchases help 

Legendary investor Jim Rogers on Stock, bonds, commodities, and other investments

Biderman at TrimTabs is 100% bearish on stocks

 The NOAA predicts that above normal temperatures will persist for most of the country in August..... more energy production, higher gas/coal burn rates, and further drought conditions. 

Mind Hack- how your brain short circuits your goals

Feel like you are a fake?

Make Friends not contacts.

Proper running technique in 30 seconds


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About Me

I am an investment analyst, portfolio manager, and CFA Chartholder that has worked on both the buy side and sell side in various roles including analyst, portfolio manager, and trader. I have over ten years of experience in the investment industry and characterize my investment style as having a leaning towards value. This blog will track my (and potentially guest author) opinions, managed portfolios, and investment ideas.
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