DmytrenkoArtem

Moody's: Traders Turn Bearish

David Einhron, very good hedge fund manager, in shorts of MCO so far , despite of Warren Buffet holding it. I more like David's position in this situation. Its not really correct David and Buffet positions because they have different investing styles and time intervals, etc, but anyway. it could be very nice short term investing. in all times, when we have extrem situation on markets, government become less regular and put more control on markets..

In Defense of Green Shoots

unemployment is leading indicator for US consumer economy.. elsewhere economic indicators that was mensioned is not so trendive...

Damage Done to Gold

next week we will see a lot of data on inflation... it can increase volatility of gold much... in short term we expect defletion scenario.. but we are keeping gold stakes in portfolio.. it easy can go under 900

Technology Outperformance Should Continue

just buy XLK and hedge it with something.. for example we are hedge long technologies with some services :)

Gold: Metal or Stocks

i think the way is to understand demand on gdx and gld.. but not comparing rations.. when we comparing ratios we saw only numbers, but we need to see the nature of fundamentals...

Are Gold and Silver Ready for Their Next Substantial Leg Up?

our look is something like yours ... we hold ABX, NEM, HMY - some of the best gold mining companies... but we have rather big drowdowns on it now.. we were bad in timing

A Tale of Two Brokers

so buy GS and short MS with correction on Beta coefficient? :-)

Obama's Health Care Reform Inspires Little Confidence

hah... In Ukraine we have contrarian situation.. the medicine is free officially but to have normal level of medicine care we need to pay a lot money...

Decoupling in the Financial Services Sector?

hm.. why we have so small talks in internet about japanese assets? maybe there we have a lot of enefficient now? maybe we can found experts who can write about japanese financials for example

What's Interesting About the World's 50 Safest Banks

we are shorted big american banks - JPM, KEY, STI and hedge it with long of canadian banks - RY, TD, BNS

Did You Google Bing?

search engine is like ciggaretes for consumers... its habit.. hard to change :-)

Yamana: Thinking Trades in Gold

But maybe i were mistaken about your age :D

Yamana: Thinking Trades in Gold

Moses Kid , you look very young on foto.. Its really cool to research markets with pleasure and details in so young age as you do. I began from 18. Now i am only 20. I am critic much this post, as its dont tell about anything what is really rules asset. But, anyway, keep this way! You will be really good!

Is a Case of Quant Trading Sabotage About to Destroy Goldman Sachs?

if i not mistaken, trading was one of largest GS income in 1st quarter

Technology Stock Performance

we have in longs technology's blue cheeps IBM, MSFT, CSCO, SOHU. All of them have strong balance sheets and nice ammount of cash.