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Author Archives: John Chew
Capt. Sully has Lessons for Investors
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Relative Values
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An Old Film on the Stock Market
http://www.historicfilms.com/tapes/5008
PRESENTS BEHIND-THE-SCENES DOCUMENTARY OF A DAY ON WALL STREET FROM OPENING GONG TO CLOSING OF THE DAY’S TRADING IN THE STOCK MARKET. FURIOUS PACE OF NEW YORK & AMERICAN STOCK EXCHANGES AND COMMODITY TRADING MARKETS AS LEADING BROKERS AND TRADERS EXPLAIN THEIR BUYING AND SELLING PHILOSOPHIES WITHOUT INTERRUPTING THEIR ACTIVITIES ON THE FLOOR. This covers the history of the stock market mostly from 1920 to 1960. Fascinating.
Don’t Neglect the Forgotten
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Posted in History, Investor Psychology, Search Strategies
Tagged CCJ, cyclical markets, Gold, gold miners, Psychology, Uranium
Short Squeeze
It’s the short squeeze of a vegan’s paradise. Shares of Beyond Meat (NASDAQ:BYND) jumped another 21% yesterday on an earnings beat, or really a loss beat, the company losing only $6.6 million on total net revenues of just over $40 million. The company now has a market cap of over $9 billion, and short borrowing costs keep rising. 51% of the company’s float is still being held short, which means the short squeeze can continue if the positions can’t be maintained, which would be especially relevant if the broader market starts to fall while Beyond keeps rising. There is about $800 million left in short positions on the stock. The short side is down about $400 million since January, while the stock is up about 650% since its IPO at $25.
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Daniel Lacalle@dlacalle_IAQE is disinflationary because it perpetuates overcapacity and unproductive debt, yet it is massively inflationary on risky assets because the objective is to make rising government spending cheap. Hypernflation created in financial assets as sovereign bonds artificially inflated
Does a CFA or MBA add Value?
Dincer, Oguzhan C. and Gregory-Allen, Russell B. and Shawky, Hany A., Are You Smarter than a CFA’er? (January 12, 2010). Available at SSRN: https://ssrn.com/abstract=1458219 or http://dx.doi.org/10.2139/ssrn.1458219
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