Stock Market Commentary
Using cleanliness of toilet as a trading signal
One guy actually leverage on this knowledge from the toilets of equity trader and made some good money for himself:
It so happened that at the height of the financial crisis, the restroom nearby the private equity guys at a top firm was shockingly clean. The private equity guys just weren’t working. They weren’t [...]
Matthew Simmon’s Excellent Presentation on the future shortage of oil and water
ClusterStock have a presentation by Matthew Simmons, who is a analyst of peak conditions primarily peak oil. Take a look at his comprehensive slides.
The Coming oil and water shortage >>
New PayTV rules:My opinion of how it benefits Singtel,Starhub and M1
Seems like the government is really trying to promote competition by the telcos by making sure telcos can cross carry Pay TV content.
With immediate effect, Pay TV providers which acquire exclusive broadcast rights to any programme, must cross-carry each other’s content.
This applies to any contract signed or renewed from March 12. It does [...]
This dual listing stocks:How well are they doing now?
My group of friends investing seems to be very taken to those companies that 1 -2 months ago were announcing that they will be dual listing.
Some of them were Sinotel and Oceanus. Looking now, seems that oceanus didn’t actually took off and sinotel have beeen correcting as well.
So what does this mean? An opportunity to [...]
Book Review: The Greatest Trade Ever
I have the privilege to read the book The Greatest Trade Ever. Thanks to bro who lent this to me.
The Greatest Trade Ever is a book by Gregory Zuckerman writing the behind the scenes look at how John Paulson, and a group of minor investors for saw the subprime and the subsequent crisis and made [...]
How wide is the moats in Warren Buffetts top holdings in 2010?
Business Insider gave a good breakdown of stocks that Warren Buffett owns at the end of 2009 and for some he have been holding for a long time and som el latest acquisitions.
A glance of this table will show that most of them have a wide economic moat, that will enable them to earn above [...]
Prudential Agrees to buy AIA!
Biggest news of the day. I’m sure many of you having AIA policies will now belong under the umbrella of Prudential!
March 1 (Bloomberg) — Prudential Plc, Britain’s biggest insurer, agreed to buy an Asian life insurance unit from American International Group Inc. for $35.5 billion in cash and stock to gain more than [...]
Cerebos Pacific: Dwindling Cash Position
I took a further look when i have the time on Cerebos Pacific this week. Great Stock that consistenly gives 25 cents dividend payout. They have been doing that for the past 4 years. That gives a yield of around 6.5% currently.
Cerebos business is in health products and food products used daily. It is a [...]
Watch Ron Paul take on Bernanke
It would seem everybody thinks he got his points correct, but he didn’t put it across very well such that it made him look paranoid. Here is the video
A thorough article on peak oil in Europe
Here’s a nice article on Business Insider on the developments of oil and the future production of it around that region:
It seems that the NPD also accepts that Norwegian peak oil production has passed and it is the nature of the post-peak decline that is the subject of this discussion.
The upper [...]
