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Monthly Archives: September 2017
Understanding interest rate, rate spread and economic activity
To understand interest rate, rate spread and economic activity is critical for me to understand where the stock market and economy will head to.
Trump’s Tax reform framework has come
Trump’s Tax reform framework has come today,
Why EV/EBITDA is better than P/E?
What Makes EV/EBITDA a Better Alternative than P/E? – answer from Zack. I therefore need to use EV/EBITDA to do valuation, and coupled with P/sales, and P/BV. And FCF and Earing growth rate.
Comprehensive investment principles and checklist – from csinvesting
I have found a great document on very comprehensive investment principles and checklist – from csinvesting.
Tax reform proposal is coming this week, get ready
According to axios.com, Trump’s tax reform is quickly approaching this week. This is very important for me to plan out the investment time point.
Use worst of option to short equity (such as euro)
In the book of “Hedge Fund Market Wizards”, Jamie Mai and Charles Ledley adopt a great idea to use worst of option to short euro. I am now starting to learn this technique.
It is possible that AIG will drop SIFi label tomorrow?
The AIG finance has almost all gone, nowdays AIG is only insurance, also, its market cap has dropped to about half of its size in 2007. Can AIG follow Metlife and GE to drop its SIFI label? WSJ reports that … Continue reading
Study of UVXY (TVIX) and SVXY (updated)
I plan use options of UVXY (or TVIX) and SVXY to trade in the volatility of market,
AIG is out of SIFI label, a great step forward! – from WSJ
AIG is out of SIFI label, a great step forward! I need to come back and study its options again.