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Tiny little motors

September 5, 2011 Leave a comment

http://www.bbc.co.uk/news/science-environment-14763223

some real cutting edge nanotech application here:  electric motors in a single molecule. The potential for health care is extraordinary

Categories: Creativity, design, research

Increase in gold margins as a way to force money into the market to spur the “recovery”

August 25, 2011 Leave a comment

raising the margins on gold is the government’s way of  making it harer for people who can see what they are doing to the currency and the economy to profit.  As a way of comparison, the chart below shows the effects on silver when the same tool was used.

 

weekend report review June 18, 2011

June 19, 2011 Leave a comment
“]Cover of "Sideways [Blu-ray]"

Cover of Sideways [Blu-ray

http://www.youtube.com/watch?v=oxKBpxlGtnE

main themes: playing defense as the bearish trend is now officially strong sdn we are on the boundary of a Volatile Sideways market

1st hour statistics for high of the day & low of the day

May 17, 2011 Leave a comment
The main trading room of the Tokyo Stock Excha...

Image via Wikipedia

some analysis in our chatroom today examined hundreds of symbols (ETFs and large cap stocks) that make their high of the day or low of the day in the first hour of trading.  To our surprise there are a considerable number who’s probability of an early high or low of the day is greater than 95%.

That’s a staggering number, especially when we examine how much follow thru after the first hour there can be;  we’ll be working this up into a tarding staregy pretty quickly because we like the odds and the additional control it gives over our trading, once the morning shenanigans at the open are past

weekend report review link

May 15, 2011 Leave a comment

http://www.youtube.com/watch?v=pfeWwGCytLs weekend report review link

weekend market review, May 07, 2011

Stock market of Brussels

Image via Wikipedia

  • Market in Bull Normal;  Market is neutral on a short term basis
  • Equities sold off this week, but found support near the end of the week
  • Commodities cracked this week with silver experiencing a 5 sigma selloff (2d largest 5 day loss in the last 5 years)
  • Rebalancing project:
    • Monthly rebalancing : next re-evaluation  on/about  1 June
      • 331 is holding  EWA, MDY, IWM;
      • 631 is holding EWA, MDY, IWM
      • Quarterly rebalancing: next re-evaluation  on/about  1 July. 333 is holding DIA, MDY, IWM;
  • ETF2 notes:   adding positions in IHF (healthcare), XBI (biotech), XRT (retail). adjust stops
    • Theoretical exposure is recommended at 60%;
    • model portfolio is at 60%
  • You can use this link for adding questions  and/or comments to be addraqessed in the weekly webinar

http://www.surveymonkey.com/s/WeeklyWebinar

 

Market breakthrough finally

April 26, 2011 Leave a comment

SPY finally broke thru 135 for the first time since mid-Feb.  It remains to be seen if it  can hold above 135, but its been knocking on the door  for weeks.

SLV had its first day of pullback in recent memory. All the metals futures are up and so it remains to be seen how much correction there will actually be

Categories: Markets, Planning, research

Sharing my BrainMode power report

April 22, 2011 Leave a comment
wanted to share out my BrainMode power (BMp) report.
Quite a few folks had expressed interest in learning more about BMp, so I thought I would share mine and how I will use it in my trading practice
As/if you read further, Notice the auditory, visual, kinesthetic language; notice the implicit and explicit beliefs…
===================================================================
I took it this morning, when in a trading frame of mind
To me, the market is a learning laboratory for self-discovery; It allows us to experience its nature thru whispers, glimpses, and nudges in the results we get from our trading.
I have become even more auditory than I was 2 years ago when I first took this instrument; i attribute this to doing more recordings for Youtube for trading and teaching, and to the amount of time I have been spending in my doctoral program reading complex material. As I read, I hear the words and concepts in my head, I see how they connect (or not) to my cognitive/emotional maps, as I try to fit them into my paradigms, worldviews, cognitive  word-nets/cognitive maps.
I conceptualize top-down and then fiddle to see how the eaches fit in, listening for reactions, looking for jagged edges & anomolies, feeling for friction, tension and goodness of fit. I test to see how it works locally and then scale up to listen and look for effects across other domains, and see how the new “whole load” is distributed across my load-bearing members.
I will go thru this report in detail over the next 2 weeks and  use it as a lens to compare to my trading practice, in order to uncover more insights about how I may better plan, prepare, execute and reflect upon my results
The BrainMode Power for Professional Development comes with a series of 14 weekly followups with additional insights  and exercises, tips and recommendations that can be applied, in order systematically deepen my self awareness of learning styles, preferences, my beliefs about them and how they intersect with and are manifested in my trading practice.
Calibrating my practice, as it were :)
Each of the folks coming to the research weekend and the live trading week have been sent their links to take the instrument and have a chance to play along and learn.
I will be keeping my notes in my learning journal, and will use that to focus my efforts.
My learning journal has 3 columns:
1. The event/experience/insight in rich detail
2. What I think and feel about it, and how it connects to my world view
3. What I will do about it
These reflect the Kolb Experiential Learning Model in a condensed form, one of the leading adult learning models in use these days.

mountains and efficiency

April 2, 2011 1 comment
K2 in summer.

Image via Wikipedia

I am thinking about “efficiency” in time(t) as Gain/TrueRange(sum)

the TrueRange = sum of distance travelled on the way to getting the gain

think of a perfect ramp from groundlevel to mountaintop

think of rolling hills from groundlevel to mountaintop

think of a series of identically high mountains from ground level to mountaintop

think of 5 mountain twice as high as the mountain you end up on

how hard did you have to work to get to the final mountain top?

that’s efficiency

the load you are carrying along the way = (your fears x your greed x your hope)

the load each trade is carrying = sumproduct of all your emotions

the more emotions you are carrying, the harder each trade is “to lift”

without your emotions, the trade is simply the ruleset at work

when you add your emotions each trade is working harder because of the extra load you have introduced

Innovation as a function of R&D investments? not so much; check your network first

January 12, 2011 Leave a comment
One of a number of posters created by the Econ...
Image via Wikipedia

Some excellent insights into the power of quality connections and the network effect with respect to R&D, innovation and open borders

Hard times call for new solutions and we are starting to take a good hard look at how innovation really works and what we can do to improve performance. Recent reports from theOECD on national innovation strategy represent a big shift from the old linear models that start with R&D and end in successful products. One of the major points from a study of innovation indicators is that the measurement of R&D is a poor indicator of innovation. Even in Australia where there are tax benefits for R&D spend, the product innovation difference between firms that report R&D and those that don’t is minimal

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