2015年4月30日

Briefly Speaking


日期:2015/04/27

1. Are there any idiosyncratic moves for 4 trading day weeks that are not around on other weeks?

2. Hammerstein liked to sit with his back to the audience and listen to the ruffling of programs, and the number of coughs to tell if the audience was responding well to his shows. This is similar to Galton's method of counting the number of fidgets. Are similar indirect measures indicative in market moves?

3. When will someone make a good study of the expected moves of individual stocks when they break through round numbers such as 100?



4. Is one of the major causes of the decline of the Roman Empire the hatred and contumele aimed at the rich and the lack of banking during the centuries surrounding the C. E causing a lack of growth, and the need to extract resources by military conquest and slave labor? The book The Invention of Enterprise by David Landes makes this case.

5. To what extent do Hong Kong, Japan, and the US equity markets move in a feedback relation with each other, and is it predictive for any of them?

6. What does the inordinate rise in us stock/us bond and us stocks/dax in the last several weeks foretoken?

7. One is asked frequently why one doesn't trade the 10 year bond versus the 30 year bond because the former is 15 times as liquid as the latter. One notes that the 30 year had a 6 point range last week, and the 10 year a 1 pt range. Ending up down 1/2 a pt or so. Versus 3.5 pts for the 30 year. The answer is that the rake, the vig, is too high on the 10 year.

8. Everything that should have worked last year in predicting the crude is working this year as is generally the case.

9. Are the equity moves bullish in year 5, and bearish for year 7 predictive in any sense?

10. To what extent will Centrals, and plunge protection teams or their counterparts shield major declines in the market during election years?

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