As I watch the risk-aversion trade do very well (looks like those who saw through the late December-early January rally have been well-rewarded) and I sit on my hands a little, I decided to update the links on the sidebar. For the most part, the commentary section is self-explanatory; lots of good economic and financial punditry there, although frankly 90% is useless for actual trading, in my opinion. I’m still trying to work out how much macroeconomic awareness is really useful to making money versus being a more highbrow version of noise.
The traders section is new and reflects my shifting interest to vehicles outside of equities and equity options, which has been going on for some time. I still keep track of those markets, but frankly they’ve never sat too well with me, a one who does not really find doing deep accounting analysis of individual companies that interesting — although in my opinion, the jury’s still out on how effective that is, too. Although I don’t necessarily agree with the methods of the folks I linked, I do find them some of the more articulate of the slew of trading blogs out there, and I probably read them more for that than to get any insight into the markets.
January 22, 2009 at 5:28 pm
Thanks for the link, but more importantly for the word “articulate”! I’m still finding my way as a trader so expect to be wrong and for plenty of people to disagree with me. But, if I can do that in an articulate way then I have some hope that my journey can be made interesting for others.