Author: evencio.alvarez14@gmail.com
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The “Renewable Energy” Misnomer and Bond RSI Lower Than 08′
Alex here with your latest Friday Macro Musings. This week’s Musings are shorter than usual as I’m currently on a plane to Cuba for a 3-day trip. It’s my first time visiting the small commie island. If any of you have suggestions for things to do or restaurants to eat at, shoot me a reply…
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A Monday Dozen [CHART PACK] #7
The nature of investing is that a very small percentage of the people take money, essentially, in that poker game, away from other people who don’t know when prices go up whether that means it’s a good investment or if it’s a more expensive investment. Too many investors are reactive decision-makers. If something has gone…
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Musings: Internet Growth Hitting its Limit, A Teetering Tech Stock, and Some Bear Porn
Alex here with your latest Friday Macro Musings…Latest Articles — A Monday Dozen [CHART PACK] – I take a look at CROWDED trades, some of the worst earnings guidance in a decade, the US joining in on the manufacturing recession and more…There Are No Limits — I share a story about Bruce Lee and his…
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There Are No Limits
“Bruce [Lee] had me up to three miles a day, really at a good pace. We’d run the three miles in twenty-one or twenty-two minutes. Just under eight minutes a mile [Note: when running on his own in 1968, Lee would get his time down to six-and-a-half minutes per mile]. So this morning he said…
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A Monday Dozen [CHART PACK] #6
Charting is a little like surfing. You don’t have to know a lot about the physics of the tides, resonance, and fluid dynamics in order to catch a good wave. You just have to be able to sense when it’s happening and then have the drive to act at the right time. ~ Ed Seykota…
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Musings: An Economy Full of Valeants, Values Time to Shine, And a Platinum Prospect
Alex here with your latest Friday Macro Musings…Latest Articles — A Monday Dozen [CHART PACK] – I ask the Q: Is FX volatility going to be the last shoe to drop? Plus, take a look at wage growth, margins in the eurozone, and fund managers fleeing EM.Trader Vic’s Market Methods – I share some of…
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Trader Vic’s Market Methods
I first came across Trader Vic over a decade ago while meandering through an old book store. My dog-eared and excessively highlighted copy still sits on the bookshelf next to my desk. It’s one of the few trading books I regularly turn to for a reread. The book covers everything from trade management to market…
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A Monday Dozen [CHART PACK] #5
Economic history is a never-ending series of episodes based on falsehoods and lies, not truths. It represents the path to big money. The object is to recognize the trend whose premise is false, ride that trend, and step off before it is discredited. ~ George Soros Good morning!In this week’s Monday Dozen we ask the…
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Musings: Soros’ Total Detachment, Permanently High Valuations, and a DEEP Value French Holding Company
Alex here with your latest Friday Macro Musings…Special Announcement — Chris D. our resident systems trader has just launched his new course Backtesting Mastery: Build Consistently Profitable Trading Systems Forever.In this course Chris details the exact steps he uses to create his consistently profitable trading systems from scratch. And the best part about it is…
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Rough Seas Ahead
***(The following is an excerpt from a recent note sent to MO Collective Members)***Markets are about to hit some rough seas in the month(s) ahead. I’m not calling for a bear market or major crash but more expecting some choppy sideways/slightly lower action. We’re going to button down the hatches a bit (ie, reduce equity…