Building a news aggregator module for a trading platform –The architecture

In my recent post introducing the news aggregator I detailed what we are currently building. In this post, I will discuss some very high level architecture and some considerations around how to build the application. My first draft at architecture is to just get the different functional parts of the program identified. Then later we [...]

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Hedge Funds Legends in their own right

Today I thought I’d write about Kyle Bass. He is a favourite of mine and I love his clear no-nonsense approach and explanations of his world view. I have been following Kyle for about six months and he is certainly a character. I have seen him on various financial chat shows and a crazy interview [...]

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My Market View

It is good to write down your market view as it helps to consolidate your beliefs and allows you to stick with your portfolio if you have a down day if you remain sure of your view. This is my world view as of the end of November 2011. Macro View The obvious topic here [...]

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Bans on shorting

Ban on shorting (from a post I wrote a couple of years ago) I thought I would write a little on my opinion on the ban on shorting. As you may know, the governments around the world have placed a ban on shorting various stocks. Some countries have gone for a total ban and some [...]

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Next big move – CMG on the short side.

I must be getting old and grumpy as my latest strategy is to spot and short bubbles as they burst. I successfully predicted the Netflix bubble and the gold drop from 1900 to 1537 and also GMCR (with some help from David Einhorn). I have been analysing as many bubbles and drops as possible, going [...]

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The importance of a portfolio

There are many strategies in trading. If you do a search on Google or an Amazon you will see hundreds of strategies and just as many courses offering some strategy or other for sale. However, given all of these strategies, the underlying strength of a trader’s position is in his / her portfolio. Whatever strategy [...]

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