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A Dash of Insight

An eclectic approach to better trading and investing. Finding market inefficiency. Discussing and applying the best ideas and methods from several disciplines.
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The Dumbing Down of News

Dec 10, 2009
I am working on a concept, and I invite comment. The basic idea is that recession-induced cutbacks in news organizations have altered the way in which news is interpreted and delivered. There is more emphasis on profitability from each article, so...

Anatomy of a Trade: How to Play Apple

Dec 8, 2009
This is a true story.  It illustrates an important and little-understood point about markets.  Let us start with the popular and incorrect idea. The stock market is a zero-sum game.  Therefore, when a trade takes place there will always be a...

What's Wrong with the November Employment Numbers

Dec 7, 2009
Regular readers of "A Dash" may be surprised to see that I have objections to the most recent payroll employment report results from the Bureau of Labor Statistics.  Ironically, my objections come at a time when many critics say it is a "clean"...

ETF Update: Hope for Homebuilders?

Dec 6, 2009
In our ETF Update last week we mentioned the danger that comes in a time of market turmoil.  We were accurate on the market and on the Dubai situation in multiple posts--both system and fundamentals. Sometimes the picture changes focus, with more...

Bias in Bernanke Coverage: Does it Matter?

Dec 4, 2009
There is a lot of biased news coverage these days.  Some of it its intentional, and some of it is not. Today's example is the coverage of the Bernanke reappointment hearings. The Reality From the perspective of those whose opinion matters, this is...


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