September 6, 2011
Carlyle IPO— recall the BX IPO.

Carlyle IPO— recall the BX IPO.

September 17, 2010
Some day people will use my work for algorithmic trading.

Some day people will use my work for algorithmic trading.

5:08pm  |   URL: http://tmblr.co/ZN9OVy13vaKk
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Filed under: trading math 
August 20, 2010
INTC purchase of MFE: What a joke

This quote from MarketWatch is exactly what is wrong with M&A:

But perhaps what investors should be most encouraged about is that Intel didn’t just pick a company that had a good product in what it believes is a growing business. Intel bought a company that has something the chip maker doesn’t have — a stock that’s been trending sharply higher for the last 10 years.

If investors are so excited by MFE,  they can just buy some of it.  They don’t need Intel to buy it, creating a big unfocused company, for them.  This is a merger for management, not for investors.

August 18, 2010
Interesting and well communicated.

Interesting and well communicated.

July 20, 2010
Hilarious IPO

Hilarious IPO

9:34am  |   URL: http://tmblr.co/ZN9OVynsah-
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Filed under: trading china 
May 6, 2010
Tim G is on hold with E-Trade tech support for a trade break.

Tim G is on hold with E-Trade tech support for a trade break.

March 12, 2010
Hilariously foreboding chart on the KKR IPO (via www.zerohedge.com)

Hilariously foreboding chart on the KKR IPO (via www.zerohedge.com)

February 4, 2010
Conviction to buy or sell?

Conviction to buy or sell?

6:45pm  |   URL: http://tmblr.co/ZN9OVyM8JFb
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Filed under: trading markets 
February 4, 2010
Dow 10,000 saved by Treasury

Dow 10,000 saved by Treasury

4:22pm  |   URL: http://tmblr.co/ZN9OVyM7XEp
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Filed under: trading amerika 
January 8, 2010
Hilarious.

Hilarious.

4:24pm  |   URL: http://tmblr.co/ZN9OVyJJRlP
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Filed under: trading markets 
January 6, 2010
Fundamentally sound!

Fundamentally sound!

December 30, 2009
Just rebalanced my 401(k) into cash/bonds.  Get out while the getting’s good!

Just rebalanced my 401(k) into cash/bonds.  Get out while the getting’s good!

December 24, 2009
Still getting squeezed on $F.  This Fibonacci projection is today’s justification for not getting out.  Hoping it bounces right off $10.08

Still getting squeezed on $F.  This Fibonacci projection is today’s justification for not getting out.  Hoping it bounces right off $10.08

12:19pm  |   URL: http://tmblr.co/ZN9OVyHpPyg
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Filed under: trading $F 
December 4, 2009
I mean, if you can’t short a $9 stock with -$8.23 BVPS, you can’t short anything in this market.

I mean, if you can’t short a $9 stock with -$8.23 BVPS, you can’t short anything in this market.

November 13, 2009
Lloyd's Prayer

Our chairman who art at Goldman
Blankfein be thy name
Thy rally’s come, God’s work be done
In the Dow as it is in the Nasdaq
Give us this day our daily gain
And forgive us our frontruning, as we punish those who frontrun against us
And bring us not under indictment
But deliver us from regulators
For thine is the cashflow, and the power, and the bonuses, forever and ever. Amen

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