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filipo

filipo
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  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    McG,
    "Parameters im sure of? At this point 1) stocks typically bounce 10% or more off 52 week bottoms in this current environ 2) a crash is going to happen 3) a bubble is happening 4) I dont call times, only prices"

    Not much, so to say, considering the multitude (literally hundreds) of news reports one is daily confronted with. I don't pretend they all influence prices of equities or bond rates to a large extent, but they DO matter.
    Put them in a blender and you get a soup of a colour that is hard to analyse correctly, let alone to predict how it will taint the scarf.
    I call that randomness of future facts.
    OK, since I can't predict future facts, why bother about them then ? Maybe it's safer to analyse perceptions, opinions and act accordingly.
    However, since perceptions tend to almost constantly shift, it's important to stay alert and act accordingly.
    Look, I've been a LT compounding investor all my life, diligently analysing financial reports to discover opportunities and holding the same equities for years.... till 2006. Internet became very important and volatility increased. Then came the deleveraging crisis and VIX became a major tool.
    Since then I trade according to other people's perceptions. And because people tend to exaggerate, and markets as well, it's remunerating to play on that game.

    I completely agree with your point 4/

    2/ is irrelevant since timing is the only important thing (of course a crash is going to happen, but God knows when)
    Jan 30 01:51 PM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Macro,
    I couldn't agree more. Opinions, perceptions are very important. In fact ST they're more important than facts.
    Jan 30 12:09 PM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Macro,
    Well-adjusted = straight, great, terrific, swell, suitable, appropriate, relevant.... in your dad's eyes at least.
    In 5 days I made an 18% profit, thanks to you.
    You kinda reopened my eyes. Sometimes one needs a stir-up to regain conscience of what perseption really means. And I mean it, in this case, no irony.
    Jan 30 12:06 PM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Mc,
    How many parameters do you handle to trade, I mean parameters you are absolutely sure of ?
    Jan 30 11:56 AM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Macro,
    You're the most honest, well-adjusted fellow on this ark.
    I'm proud to be called your dad.
    Jan 30 07:24 AM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Macro,
    I like you, kid.
    Jan 30 03:01 AM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Macro,
    Spot on.
    Jan 30 02:58 AM | Likes Like |Link to Comment
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