Podcast: Pause to Ponder

Teresa, May 16, 2008 @ 12:00PM ET | Link | RSS | Read via Email | Start a Discussion

I am out of the office today; however, there are a number of excellent podcasts from the last week or so that have relevance, philosophical or otherwise, to trading and the capital markets:

Oliver Jones [DOWNLOAD MP3]
The Canadian jazz legend discussed his career trajectory, particularly the fact that even though everyone knew about his gift for music, he wanted to be a ball player. He played live in studio Q and talked about his musical education, Diana Krall and more.
Gordon Ramsay [DOWNLOAD MP3]
The British “Don’t Call Me a Celebrity” chef reveals what it takes to maintain three Michelin stars and what it takes to remain competitive. Reminded me of Jim Simons.
Ornette Coleman [DOWNLOAD MP3]
One of the few living musicians who can reliably be called a jazz legend, Coleman rejected style, harmonic and rhythmic structure by introducing “free jazz.” A special Editor’s cut of the interview.
The Leader of Burma [DOWNLOAD MP3]
Reports have emerged about the government of Burma making it very difficult for foreign aid to reach victims of last week’s devastating cyclone. What kind of government would have so little interest in the well being of its people?
Lester Brown [Scroll down to Part 2]
Perhaps Thomas Malthus will have the last laugh after all. Lester Brown is interviewed by The Current and lays out an apocalyptic view of the future. He “founded both the Worldwatch Institute and the Earth Policy Institute, and over the decades, he watched the world’s population explode and consume with abandon, oblivious to how it’s spent itself way into the red, environmentally speaking. Global warming, depleted soil and water resources, deforestation, overfishing — humanity has pushed the very natural systems that sustain our species to the breaking point.”

Last, but not least, was a post from Mark Perry’s blog about The Cultural Rut of Pessimism in the U.S. It seems to me that we North Americans tend have great expectations, high hopes that easily set us up for disappointment. (Sounds like trading, doesn’t it?) Meanwhile, back in my ancestral homeland, the people of Sichuan stoically “eat bitter” and soldier on in adversity, as they have always done.

Podcast: Diving into Disk Drives

Pete, May 15, 2008 @ 4:47PM ET | Link | RSS | Read via Email | Start a Discussion

Yesterday’s podcast provided more examples of the thinking process behind finding trade setups by comparing price action to investor sentiment.

Today we will focus on another use for our daily stock scan list: finding specific industries that might be “in play”. As a bonus, we also included a company that is experiencing ‘news/price divergence’ that might be worth watching.

Right click ON THIS LINK and select “Save Target/Link As…” to save the MP3 file to your computer.

While going through Trading Ideas for Thursday, I noticed there was big representation in the computer storage devices industry. We spoke about Western Digital (WDC) in yesterday’s podcast and today, it seems like other fellow industry companies are following its lead. After the market, Bloomberg reported some interesting investor sentiment:

U.S. Investors Say It’s Time to Buy Stocks; Favor Asia, Energy
The annual Bloomberg/Los Angeles Times poll of investors found that 44 percent of those with household incomes of $100,000 or more viewed it as a good time to buy stocks, versus 15 percent who said it isn’t. The benchmark Standard & Poor’s 500 index has declined 10 percent from its record high in October. “Any time prices come down, that’s typically been the time to buy,” said Phyllis Hamm, 59, a survey participant who works at a nonprofit group in Raleigh, North Carolina. The poll results signal some Americans may be ready to shift part of the $3.5 trillion parked in money market funds into equities.

To show appreciation for our clients, Trading Ideas for tomorrow is exclusive to Portfolio Strategy subscribers.

Amex Disk Drive Index($DDX.X)

The Amex Disk Drive Index ($DDX.X) is the closest index to represent the computer storage sevices industry.

Daily bar chart with 50- and 200-day moving averages

Daily bar chart with Swing Line applied

Daily bar chart with InVivo.RMI.Stops and InVivo.RMI.Histogram applied

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Podcast: Pause to Ponder

Podcast: Diving into Disk Drives

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Podcast: Pause to Ponder

Podcast: Diving into Disk Drives

Amex Disk Drive Index($DDX.X)

For Investors

For Traders

Read Blog By Category

In My Library

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