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- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
- jrv on XIV historical data and pricing model since VIX futures available (2004)
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
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Monthly Archives: August 2012
In Which Fear And Greed Cycle Are You ?
I have been practicing with the nice Gimp linux software some image manipulation techniques. The outcome reminds how most market participants feel with regard to their investments. Fortunately the vast majority freaks out and sells during crashes and gets greedy … Continue reading
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Lou Simpson Still Alive And Kicking
Amazing how habits are hard to eradicate. Lou Simpson, a master stock picker who worked for decades with Buffett managing the Geico investment portfolio quit Berkshire last year (at 73 years old). His initial idea was to retire, and he … Continue reading
Some Thoughts About Dell
PC and notebooks will not die that’s for sure. But Dell and HPQ are being pushed out of that industry, at least in the consumer segment, due to Chinese competition and new devices (iPads, Smartphones, Tablets…). The Chinese business for … Continue reading
How To Find Investment Candidates ?
That’s an interesting question I just received from one of my contacts. This is basically what I replied: Hi M., Most of my time is focused on what I have, specially on the most risky investments, to avoid losing money. … Continue reading
Some Thoughts On Europe
As a reply to Jimbot’s comment to my article Think Of Your Portfolio As A Business I wrote these thoughts on a possible Euro break up: ******************** Hi @Jimbot, Thanks my 4th kid is really lovely , another man, I’m … Continue reading
What Mobility Gadgets Will Be The Winners ?
Who will be the winner in the mobility race: Android, Apple, Microsoft ? I really don’t know and I hardly care. I do like to use their toys, keep a bit up to date about what is coming and enjoy … Continue reading
Some Comments On Cisco
I just made some comments on Cisco. I also take this opportunity to mention that it’s the stock I have been adding to lately (last time @15.12 a few weeks ago). I originally made these comments in a Gurufocus article … Continue reading
Yet Another Great Parable from Charlie Munger
I just found by chance, via the business reddit, a great parable from Charlie Munger, similar to the one he handed in one of the recent Berkshire’s annual meetings (A Parody Describing The Contributions Of Wantmore, Tweakmore, Totalscum, Countwrong, And … Continue reading
