The brand new day

Volatility in the market is increasing. The signs are there that we are approaching a big turning point. My view.is that this will be to the downside. The precedent is the sixties when the market fell, bounced and then fell again. The US economic stats (retail sales, trade, consumer confidence, housing starts) have all been [...]

Sector responsibilities

As someone pointed out recently, I never got round to saying what my specific sector responsibilities are. I cover oils & gas, mining, steel, paper, chemicals, building & construction, engineering & electricals, aerospace & defence and finally autos. Total universe is probably about 5000 companies globally - I try to look at around 500 in [...]

Working at a hedge fund

To carry on from where I left off, here’s additional insights into the job of a hedge fund equity analyst. If there is news out on any of the companies that we have a position in, I’ll read it, analyse it and then reccomend action to the fund manager. We can often deal pre-market (i.e. [...]

Hearts

So now the latest is that the CEO of Hearts wants those supporters who booed the minutes silence for the pope to stop supporting the club. He’s being brave and I respect him for that, after all he can hardly follow an alternative course of action in the press. Personally, I call for him to [...]

Mozilla expert

There’s a guy in my church called Gervase Markham - he’s an IT guru and is involved with Mozilla/Firefox et al. I’d recommend checking out his blog as he often has very interesting insights. His web site is also worth a look.

Always the Bridesmaid

So predictable in the end. We lost, 2-1, Sutton scoring 3 minutes into the game with an easy header and then Bellamy getting a 2nd early into the second half. Hearts pulled one back but they only ever seemed to play to their potential for short periods of the game. Balde was immense for Celtic [...]

Links

This is where the key to understanding the links method is

Every little helps

Tomorrow save some time to watch the big game - Hearts versus Celtic. Funniest picture I saw this week was how the pope died, seeing a cardinal tell him that Celtic lost last weekend to Hearts 2-0. I noted on the Hearts website that the Scottish FA have decided to have a moments silence before [...]

What am I reading?

Latest issue of wired is very poor, focusing on satellite digital radio - something I can’t see the point of and it looks like a load of hype for a product that makes no sense. Sell any stock related to this topic - it’s going to be a dog. Stocks like Sirius seem to be [...]

A day in the life of a hedge fund analyst

So what’s my day really like? I get up 5.25am and take a car, a train and a tube to work. of course I could live in hedge-fund-ville of SW London but that’s my choice. Arriving at work around 6.45 my first priority is - no, not check the US, or check Japan, or check [...]