iPad 2.0

I think there is enough negativity written about the iPad or the "iTampon". I will not go down the line with this post, rather, I shall highlight some idea that iPad 2.0 should work around. These ideas were raised by the team running this blog, especially our IT manager, KX.

Ground Zero Approach Part II

To some extent, Ground Zero is really about simple economics. I guess this is why freakonomics becomes famous as it revamps the way economics is being used. Coincidentally, all the writers of this blog are fond readers of freakonomics. I once discussed this approach with a fellow member of my investment club and she found it hard to follow my logic. It might also be possible that some of you might find it difficult as well. Let me use Ford as an example.

Ground Zero Approach

All this while I have been trying to consolidate a strong concept for people to latch on and apply. I want to teach. Clearly, I disagree with people are doing with FA and TA. But my style of analysis is a bit fuzzy and airy too as it tends towards something like behavioral finance. Kenny introduces the phrase "Ground Zero Approach" and I buy that. It is probably because ground zero thinks from a really weird way and seek to understand the underlying main concern or relationship.

Jin - Quick Update

My apologies that we were caught up with the exams lately and couldn’t find a chance to speak to each other or to update the blog. So, we decided to have a quick update on how some of our calls have been performing.

Interestingly, Kenny aka Mr X was spot on right before some market catalyst and his calls on ford and microsoft were outstanding. The red arrows on the graph above show the time period where he made the calls. I really wonder if he has some insider information. The idea of a bigger share of a smaller pie in the autos industry was great. The ground zero approach for microsoft revealed the strength of microsoft.

From the chart, both of the stocks outperform S&P500. Furthermore, both paulson and george soros were seen adding microsoft and ford respectively into their portfolio according to SEC fillings. It was amazing!

Dubai has been the issue of late but I don’t really think that it brings about any serious implication as of now. It maybe that the implications will only be seen in 2010, I don’t know. To me, as long as dollar keeps going down and there is a commodity rallying (gold), stock market will continue to climb.

All three of us will be meeting in singapore in mid december and we should have more fruitful discussions then. Thank you.

Jin - Market Sentiment

As a committee member of my school’s investment club, more often than not, I have to attend to investment talks by professionals. These talks range from real basics of the stock market to more in depth stock analysis. Frankly, such talks are rather dull. However, they have something in common, especially talks about fundamental and technical analysis. In the later part of their presentation, they will always conclude by highlighting that the most important thing about the stock market is the market sentiment.