Maoxian

Links for 2009-11-07 [del.icio.us]

Sun, 08 Nov 2009 00:00:00 PST

China Air
The Yankees Payroll
do the correlation with major media markets ...
Two Puffs and a Dollop of Indecision by C.J. Maloney
via charles frith
Highly Trained Sergeant Brought Down Gunman
"She developed a love of shooting as a young girl, her grandmother Monirie Metz said. She killed her first deer when she was 11 on a hunting trip with her grandfather."
Shortest English sentence using all the letters of the alphabet
"Jackdaws love my big sphinx of quartz"
Kitco
" - Gold Precious Metals - Buy Gold Sell Gold, Silver,Platinum - Charts, Graphs, Prices, Quotes, Gold Stocks, Mining Stocks,bullion dealers" BOOKMARKED OVER A THOUSAND TIMES ON DELICIOUS? SENTIMENT SIGN?
Willy Lam: Rich China, Poor Peasants
"President Hu’s mantras include “upholding social justice” and “creating a harmonious society.” Yet social inequality is yawning ever wider in China." DUNNO, I SEE SO MANY MIDDLE CLASS CHINESE NOW (maybe 100MM now nationwide?)
Your Money - Five Money Woes That Can Trouble a Marriage
THE TRICK IS TO MARRY A "certified divorce financial analyst"

Links for 2009-11-06 [del.icio.us]

Sat, 07 Nov 2009 00:00:00 PST

Army Doctor Held as Fort Hood Rampage Kills 12
mental health counselor? "43 people were shot" ... used handguns? how far away? how many reloads? ... SLEEPER?
10 Things Zombieland Taught Me About Stock Market Investing
soo-young sent this over, asked me to pimp it
The Story of Stuff with Annie Leonard
via tradereyal (twitter) ...
Ian Fisher : American Soldier Photos
via kottke ... deeply depressing
Bettween | The Ultimate Twitter Conversation Tracker
neat
Morrissey is 'best musical poet'
true he writes a lot of good lines, but let's don't go crazy now
should i stay with buy and hold
gregg sent his over without comment, wants me to pimp?
The Jobless Rate for People Like You - Interactive Graphic
NEAT GRAPHIC BUT THEY FORGOT THE VARIABLES STRAIGHT WHITE TEETH AND GREAT HAIR
Portrait of a Polluted Land
"NASA's Aqua satellite captured this image of a massive smog bank smothering huge portions of China today. This blanket of pollution has been hovering over the country for over a week now, exacerbated by cool air and smoke from fires." YEP, I COULD ACTUALLY FEEL IT IN MY THROAT TODAY WHICH IS RARE

Links for 2009-11-05 [del.icio.us]

Fri, 06 Nov 2009 00:00:00 PST

Should I Buy This Gadget? Here’s a Helpful Flowchart » My Money Blog
NO FLOWCHART NEEDED, THE ANSWER IS NO ... (i have a drawer full of crap including the earliest palm pilot, all collecting dust)
Italy Convicts 23 Americans for C.I.A. Renditions
STAY SHORT THE USD ... (Banana Republic tactics, sickening)
Running the Numbers - An American Self-Portrait
saw it before, no doubt delicous'd in diff location
Analyze Words --maoxian
worried, angry, arrogant and analytical valley girl... SOUNDS ABOUT RIGHT :)
Woods frustrated with China spectators
"on-course etiquette has yet to be taken on board. " LOL, ALSO TRUE OF OFF COURSE ETIQUETTE ... ""The populace has not played golf long enough to understand yet, and that takes time," he said. "
China’s Graduates: An Ant’s Life
" “I don’t really care what hardships I have to go through, as long as I persist with my goal and continue to pursue a better life with an active attitude and a strong mind, I am sure I could succeed in the end. In this regard, we are indeed like ants.”" ... CAN YOU COMPETE WITH THAT?
Fortune and Time take big job hits
TAKING AGES TO DIE
Stretching a Payable
Google Gives You A Privacy Dashboard To Show Just How Much It Knows About you
the answer is??
Sex Ed in China
"Liu told me that a lot of "love hotels" in the area cater to students, offering privacy for about $30 a night." WHO CAN AFFORD THAT?
Matsui Goes Wild, and So Do His Fans in Japan
"For this baseball-loving nation, Matsui’s performance at the World Series on Wednesday — hitting a home run, tying a World Series record with six runs batted in and being named the most valuable player — sent a clear message. It put a Japanese player and the Japanese game on the American baseball map more firmly than any compatriot’s performance did."
Highsnobiety
| Daily Online Magazine for Sneakers, Streetwear, Fashion, Art, and Toys ... POPULAR APPARENTLY (never heard of it)
Steak House or Gay Bar?
amusing
As Facebook Ages, Gen Y Turns to Twitter
facebook is today's myspace ... WHEREFOR XANGA?
Make Your Own Academic Sentence
PERFECT ... (recall fondly Dack's dot com bullshit generator)

Trading and Blind Monkeys

C. Maoxian — Fri, 06 Nov 2009 01:52:53 +0000

The free trading idea I tweeted for Thursday was a long in CAG. Here’s my annotated intraday (15-min.) chart. When the broad market tone is good, a blind monkey throwing a dart can make money. Most make money on trend days and then give it back in the chop, that’s the way it goes. They tell you that in the rubber-chicken trading seminar?

Links for 2009-11-04 [del.icio.us]

Thu, 05 Nov 2009 00:00:00 PST

Why Doesn’t Exercise Lead to Weight Loss?
" few people, an overwhelming body of research shows, achieve significant weight loss with exercise alone, not without changing their eating habits. " DUH YATHINK? ... "calories in and calories out. People “are only burning 200 or 300 calories” in a typical 30-minute exercise session, Melanson points out. “You replace that with one bottle of Gatorade.”" OR A CAN OF COKE OR A SMALL PACK OF FRIES (taking in huge amounts of calories in is very easy)
Quantifying Differences in the "Fat Burning" Zone
keep the old BPM around 130 ... don't go nuts
Twitter lists and real-time journalism
YEP, IT'S A BIG DEAL
Buffett Bets Big on Railroads, Buying Burlington Northern
" ... Mr. Buffett said his goal was to have the deal sealed by Sunday at noon, when he was scheduled to have a root canal." AND BEFORE THE MARKET OPENED
China Approves Disney Theme Park in Shanghai
"sprawl across 1,000 acres of the city’s Pudong district — with the theme park occupying about 100 of those acres. It would be a little bigger than Disneyland in Anaheim, Calif., and on par with the parks in Paris and Tokyo. It is expected to open in five or six years ... Throwing open its doors to such a uniquely American — and permanent — entertainment experience is a milestone for China, which has aggressively protected its culture from Westernization in general and Hollywood in particular ... Disney will own about 40 percent of the Shanghai resort, with the remainder owned by a holding company formed by a consortium of Chinese companies selected by the government ... About 300 million potential customers live within two hours of the site, located between the city’s airport and downtown." PROBABLY A SMART MOVE
House Race in New Yorks’s 23rd District Goes to the Democrat
"But the race was perhaps most notable for the fissures it opened in the Republican Party. Ms. Scozzafava, who was selected as the Republican nominee by the 11 leaders of the county committees that comprise this vast district along the Canadian border, was excoriated by Washington’s conservative establishment almost as soon as she was nominated." IS DEDE TOM'S MOM?
Trial in Chongqing, China, Reveals Vast Web of Corruption
"The spectacle involves more than 9,000 suspects, 50 public officials, a petulant billionaire and criminal organizations that dabbled in drug trafficking, illegal mining, and random acts of savagery, most notably the killing of a man for his unbearably loud karaoke voice." SURPRISED THERE AREN'T MORE KARAOKE KILLINGS ... " 40 people were herded into a government-owned bus and dumped in the countryside. By the time they made it back, their homes were gone." COMMON I'D IMAGINE
Sprott Asset Management - Eric Sprott
article archive
Kick The Can Game
did sprott really mean 'kick the can' ?? think he confused it with kicking a can down the road. :-)
Capital Bites: The “King” Open in Beijing
"Does KFC or McDonalds have a flame-grilled double WHOPPER with cheese? No, they don’t." FINALLY A REASON TO GO WEST
Beijing's 'Marshall Plan'
via jenniko (twitter)
Twitter Lists - New York Times
SEE? THIS IS BIG
大杨创世
TRANDS... go visit a shop this weekend

Trading and Rocket Science

C. Maoxian — Thu, 05 Nov 2009 01:52:49 +0000

The free trading idea I tweeted for Wednesday was a long in LNT. Here’s my annotated intraday (15-min.) chart. As I never tire of saying, the ideas are always conceptually sound, but executing them in real-time is the hard part. Would you give this position space, or go to breakeven, or exit part and carry the rest at breakeven? These are all decisions that have to be made by the trader, and it isn’t easy. It’s true that trading isn’t rocket science; it’s much harder.

UPDATE: LNT approaching voodoo target zone.

Links for 2009-11-03 [del.icio.us]

Wed, 04 Nov 2009 00:00:00 PST

Berkshire Hathaway Buying Burlington Northern For $44 Billion
"“Most important of all, however, it’s an all-in wager on the economic future of the United States,” said Mr. Buffett. “I love these bets.”" ARGH I RECENTLY SOLD IYT
Mutual Fund Returns: Don't Follow the Herd
"From 1962 through the third quarter of 2009 the S&P 500 had an average annual return of 8.71%; the weighted average US mutual fund was up 1.18%. (By weighted we mean adjusted for the funds’ sizes. A $100mln fund that is up 50% should not offset the $5bln fund that is down 50%. The mutual fund business will then tell you that the average fund is flat, but while not wrong, that is misleading.)" IT AIN'T CALLED THE WORLD'S LARGEST (AND BEST) SKIMMING OPERATION FOR NOTHING
One Sentence - True stories, told in one sentence.
Punk Planning
Charles Frith does have a blog but it's on Blogger and it's ugly
4 things you should track on your blog or website
"Track site search with Google Analytics Tracking what people are searching on your website is fairly easy with Google Analytics, to do so you should go to your website profile, then edit your Main Website profile information. You can then add the query parameter (usually “s” for Wordpress blogs)." GOOD IDEAS
19 Blogs You Should Bookmark Right Now - Howard Lindzon
Reagan And Deborah Hull Fam Foundation A Charitable Trust
sandy's dad, no idea why this set up?
Brett E. Lewis, Esq. | Lewis & Hand, LLP
"Mr. Lewis is completely bald. He has been known to hypnotize opposing counsel with his brightly polished, gleaming bald head" STILL A GOOFBALL (he had a beautiful head of hair when we were kids in school)
ノートルダム清心中・高等学校
grant teaches here now... the only other Asian Studies major who settled in the East ... the others all became lawyers (inevitably? :) )
periodic-table-of-finance-bloggers
via anthonychan (twitter)... SEEMS OLD MX HAS FALLEN OFF THE TABLE (drunk no doubt) ... two ST's displaced the Chairman :)
Census Bureau Home Page
Keep Your Metabolism Burning
"Afternoons can be hellish periods of time, especially when you’re blood sugar’s dropped and there’s three hours left to dinner. For this, trail mix and a little chocolate, an apple and a piece of cheese or crackers with some slices of deli meat are ideal. These will curb your appetite, give your metabolism some attention and still keep you excited for dinner." GOOD TIPS (3 to 6 is a seriously dangerous time of day)
A court decision that reflects what type of country the U.S. is
"he was returning home to Canada from vacation when, on a stopover at JFK Airport, he was (a) detained by U.S. officials, (b) accused of being a Terrorist, (c) held for two weeks incommunicado and without access to counsel while he was abusively interrogated, and then (d) was "rendered" -- despite his pleas that he would be tortured -- to Syria, to be interrogated and tortured. He remained in Syria for the next 10 months under the most brutal and inhumane conditions imaginable, where he was repeatedly tortured. Everyone acknowledges that Arar was never involved with Terrorism and was guilty of nothing. " STAY SHORT THE USD
Champions League: Milan v Real Madrid - as it happened | Football | guardian.co.uk
just watched 70 mins of it... good game... ESPN BRINGS OUT BEST COMMENTATORS FOR MARQUEE GAMES, THANK GOD... love watching Ronaldinho, so much joy and skill (plus he's an old man now) ... "the increasingly erratic Herr Brych" READING LIVE BLOG WRITTEN BY BLOKES IN BLIGHTY ALWAYS A HOOT

Buffett Bets on Bulk

C. Maoxian — Wed, 04 Nov 2009 02:10:46 +0000

Here’s the long view of BNI going back to the early 1980s. Buffett said his buy-out of BNI was an “all-in bet” on the economic future of the US, but isn’t it more a bet on bulk commodities (coal, grains, lumber, chemicals, metals & minerals), a persistently weak dollar, and high oil prices? He’s too crafty and politic to say what he’s really thinking, but as usual, he makes a smart move.

Links for 2009-11-02 [del.icio.us]

Tue, 03 Nov 2009 00:00:00 PST

Neighbor Says Police Knew About Rapist’s House
"The police in Cleveland were notified repeatedly about violence in the house of a convicted rapist where the decomposed bodies of six women were found last week ... The area in the east side of Cleveland where Mr. Sowell lives is predominantly black and very poor." YATHINK? (recall when Marty Frankel moved to Greenwich the neighbors paid for a background check and had a full report from private investigators about him within one week ... years before he fled with his diamonds)
map cuts by karen o’leary
via swissmiss... NICE
23 Private College Presidents Made More Than $1 Million
THROW THE BUMS OUT (probably just as bad at public colleges)
Setting Free the Bears - M. Kahn
IS KAHN JUMPING THE GUN? (i can see a bounce here)
How I Lost 20 Pounds in 20 Weeks With My iPhone (or: Data is King) | Chad Austin
"As your body chemistry adjusts, other curious things may happen. One day, trapped in a tedious meeting, I began to emit an odor evocative of a roadkill skunk marinated in ratpiss." GREAT ARTICLE, I LOVE IT WHEN NERDS TALK ABOUT LOSING WEIGHT
Mother of all carry trades faces an inevitable bust
ROUBINI WANTS ANOTHER 15 MINUTES ... (FT wouldn't let me read it so I had to google backdoor, how f'ing dumb are these guys??)
Calories Burned, BMI, BMR & RMR Calculator | CaloriesPerHour.com
HOW MANY CALORIES DO I BURN CLICKING A MOUSE?
Travian - Browser Game - Romans, Gauls, & Teutons
I HAVE LESS THAN NO INTEREST IN THESE THINGS, BUT THEY MUST BE MONEY MACHINES FOR THE CREATORS
Counter Intelligence: Where to Eat in the Real Los Angeles
profiled in this week's NYer
Los Angeles Jonathan Gold
article archive at LA Weekly
Eat+Drink - Love, Shandong-Style: at 101 Noodle Express, a Beef Roll as Big as Your Arm
"In Arcadia, near the Santa Anita racetrack and a pancake’s throw from the famous dumpling parlor Din Tai Fung, there’s now a 101 Noodle Express with actual amenities — nothing that would send hearts fluttering in Beverly Hills perhaps but banquettes that look as if a fabric swatch may have been involved; tabletops that don’t adhere to your elbows; and air conditioning that won’t make you wish for the relative comfort of a sticky Taipei August ... (The dish 101 Noodle is famous for among the local Chinese community, De Zhou chicken, is not pictured, which is just as well. As delicious as it is, the gray, withered bird, which resembles the Ghost of Chickens Past, is not something you want to see blown up to poster size.)" A SAMPLE OF GOLD'S PROSE :-)
charlesfrith's Bookmarks on Delicious
INTERESTING GUY (but there are so many out there on the web)
Charles Frith > Twitter
must start following this chap ... hmmm, is he really in Beijing??
adliterate
"It is concerned in the main by the future of advertising and the marketing communications industries, the impact of technology on communications and the nature of potent brands." WORDY :)

Base Metal Madness (II)

C. Maoxian — Tue, 03 Nov 2009 02:08:00 +0000

Jiangxi Copper is yet another materials company among the top performing stocks here in China this year. (In case you didn’t guess, I’m featuring some of the best performing Chinese stocks in the materials sector this week, see Jilin Ji En Nickel Industry, and Inner Mongolia Baotou Steel Rare-Earth Hi-Tech.) Trend followers are sitting on a nearly 150% gain in this stock. Jiangxi Copper bottomed in November around 8 and doubled before we got in, but better late than never.

I’m becoming knowledgeable about the major A-share stocks here in China in preparation for launching my “fund.”

Links for 2009-11-01 [del.icio.us]

Sun, 01 Nov 2009 23:00:00 PST

How not to make love like a porn star
"somewhere around the 18th time he said it, it hit me -- I wasn't just having bad sex. I was having bad porn sex." ... THERE ARE MANY CLUELESS GUYS OUT THERE FOR SURE
The Brangelina Brood Goes Trick or Treating
"With apparently no security detail, Brad Pitt drove Angelina Jolie and their kids Maddox, Pax, Zahara and Shiloh into Hollywood Hills for a night of costumes and candy" GOOD FOR HIM (showing his farmboy from kansas roots)
Depression link to processed food
SHOULD READ "PROCESSED FOOD LINKED TO DEPRESSION" (vicious circle)
Fry ends row with Twitter critic
"he was feeling "very low and depressed at the moment"." THIS IS NEWS NOW LOL
上海环球金融中心观光厅
lease signed for new office today... eight floors ... July 2010 move-in (i will stay in BJ)

Base Metal Madness

C. Maoxian — Mon, 02 Nov 2009 01:56:42 +0000

Jinlin* Ji En Nickel Industry is another one of the top performing stocks here in China this year. The reversal in Ji En happened back in December 2008, long before the reversals in base metals like nickel and copper. Trend followers are sitting on 250%+ gains in this stock. You shouldn’t try to catch tops and bottoms; the best you can do is take chunks out of trends.

(* It should be Jilin Ji En Nickel, etc. but for some reason Bloomberg, and many other vendors, have the name wrong.)

TGIF (XLI)

C. Maoxian — Fri, 30 Oct 2009 10:26:06 +0000

Ideas That Don’t Stink

C. Maoxian — Thu, 29 Oct 2009 01:38:19 +0000

Yesterday’s free trading idea posted on Twitter was a short in RYN, target 39.08 - 38.47. It broke so hard and so fast that it would have been tough to execute well, but as always, the idea was conceptually good. (Helped that the broad market tanked, providing a tailwind to any short — don’t confuse genius with a dummy being on the right side of the broad tape.)

You’ll recall in September and most of October I sent out a longer list of ideas to anyone who wanted them, but once again, I found it too much of a hassle to write even a short email every day. There were literally dozens of great ideas sent out in those two months, and I’m sure many list members did well with them. I thank the folks who sent me nearly everything on my Wishlist, though the three-pack of deodorant strangely remains. :-)

Rare Opportunities on Earth

C. Maoxian — Wed, 28 Oct 2009 03:24:15 +0000

Inner Mongolia Baotou Steel Rare-Earth Hi-Tech (boy, that’s a mouthful) is one of the top performing stocks here in China this year. Now that my ETF newsletter business is mature (I hope to retain around 250 subscribers in 2010), I can focus on China. I have set aside 300,000 Renminbi which I plan to invest in a few hundred Chinese stocks over the coming year, and maybe will turn it into some kind of fund open to others at some point (if I’m ambitious enough and the returns are good).

Five Longest-held Positions

C. Maoxian — Sun, 25 Oct 2009 08:23:26 +0000

I thought it would be useful to review the five positions that are longest held by subscribers to my ETF newsletter. I’m not going to count Agribusiness (MOO) — currently up 56% — or Brazil (EWZ) — currently up 104% — since I gave those ideas away when the newsletter was still free.

People who took the risk of sending me a very modest $10 a month when I began charging for the newsletter have enjoyed these five long-held positions, among many other winners: Technology (XLK) — currently up 33%; Retail (XRT) — currently up 71%; Emerging Markets (EEM) — currently up 71%; Clean Energy (PBW) — currently up 37%; and Materials (XLB) — currently up 41%.

I thank my many subscribers for taking a chance on my unique trend-following method and I look forward to your continued membership in 2010.

I put my own money behind every long idea in the newsletter. Subscribe from now till year-end 2010 for only $200. Drop me an email here to subscribe.

Martin Marietta and Wood

C. Maoxian — Thu, 22 Oct 2009 03:04:29 +0000

There were a half dozen good short ideas for Wednesday, including MLM. That’s my annotated chart of the arms manufacturing hippie jazz trio below (does anyone share my sense of humor?).

If you understand all my shorthand, then you’re one of the clever boys. If you don’t, print it out, study it, stick it under your pillow. Good ideas are a dime a dozen, executing them in real-time is the hard part. Starting in November I won’t send any more ideas out and will greedily keep them all to myself, except for the one posted on Twitter.

In future I plan to make screencasts of my trades, always including a confirmation slip … demand the same from all who hold themselves out as a trading geniuses.

UPDATE: MLM enters the voodoo target zone … another monster winner for clever boys who took the Box Idea and executed it using old day trading tactics.