June 24, 2008 by dragon · 2 Comments
Not necessarily so for a general market already tanking. For investorwords, window-dressing means the deceptive practice of some mutual funds, in which recently weak stocks are sold and recently strong stocks are bought just before the fund's holdings are made public, in order to give the appearance... (more...)
June 23, 2008 by MTM · Leave a Comment
Here's a clip on the recent strength of commodities, made in March. Notable points on: - parabolic moves in commodity trends, usually prior to bursting- not all commodities are equal, some are doing better, some are really doing worse- the media covering all the "all-time highs" in commodities. Interesting... (more...)
June 23, 2008 by MTM · Leave a Comment
Mad Money's Jim Cramer, normally crazy, actually makes sense to me in this clip. Good points on the inverse relationship between Oil and stocks, first on futures, and secondarily on oil-related stock plays vs. more general economy plays. Also good points on value players vs. momentum players.WPvideo... (more...)
January 13, 2008 by MTM · Leave a Comment
If I hadn’t made money some of the time I might have acquired market wisdom quicker. - Jesse LivermoreThe ING Philippine Equity Fund, despite its size, was beating the index in the first half of 2007, until the subprime crash hit, prompting it to switch gears and pursue a... (more...)
January 13, 2008 by MTM · 4 Comments
October. This is one of the peculiarly dangerous months to speculate in stocks in. The others are July, January, September, April, November, May, March, June, December, August, and February. - Mark Twain September 2007 Global markets begin to recover from the meltdown. PSE Index stages a 6.2%... (more...)
January 13, 2008 by MTM · Leave a Comment
If there were no bad speculations there could be no good investments; if there were no wild ventures there would be no brilliantly successful enterprises. - F. W. Hirst May 2007 It's election month. Market sets new all-time high with the PSE Index gaining 6.2% bringing YTD yields to... (more...)
January 13, 2008 by MTM · Leave a Comment
“The four most dangerous words in investing are: 'This time it's different.'” - Sir John Templeton Starting Point – December 2006 "2006 was A Good Year" states the ING Manager's Report. And good it was. The PSE Index ended the last 12 months up 42.29%, its... (more...)
"The hardest thing to explain is the glaringly evident which everybody had decided not to see. " - Ayn Rand We should all be so lucky to have an inside peek at a portfolio manager’s playbook. However, I found a way to estimate the trading moves of major funds based on publicly available... (more...)








