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发表于 2009-3-21 17:40
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Stock Du Jour (RIMM) & Random ObservationsKind of positive morning, then lunchtime chop followed by a burst of selling at precisely 2 PM and finally another burst of selling at precisely 3 PM. If you don’t know how machine-driven the market is these days, you’re living on the moon.
Notable New Lows: Office Depot (ODP) and Circuit City (CC); Homebuilders Hovnanian (HOV), Lennar (LEN), Standard Pacific (SPF), Beazer (BZH); and a ton of regional banks.
Notable New Highs: Lots of China-related stuff (FMCN, BIDU, SOHU, SINA, EDU, HNP, YZC) and the Stock Du Jour, RIMM.
RIMM did over five times average volume but you can see from the 15-minute chart below that the first $30 of the move towards $200 happened after-hours on Thursday.
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Cat: | Time: 9:04 am (utc+8) Comments (3)
FX Information PlatformDoes anyone know if there’s a free website that provides a one-glance snapshot of exchange rates, interest rates, and real yields like Bloomberg does with their FXIP function? Here’s a look at the Chinese Yuan (CNY) from this afternoon — pretty slick.
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Cat: | Time: 12:03 am (utc+8) Comments (4)
June 29, 2007
Lucky and Nimble (and Willing to Take a Risk)Rupert Murdoch Speaks, by Eric Pooley
Some selected excerpts:
“I love being called [a visionary for buying MySpace], but the truth is, I’m just lucky and nimble.”
Today the notion of this tabloid terror controlling the world’s leading business journal is being met with ferocious opposition in many quarters of the American media. Some of the opposition is principled, some of it is sanctimonious, and some of it seems driven by a tangle of ideological and commercial motives. Each day brings another investigative story about Murdoch using his media properties to boost his business interests, reward his friends and punish his rivals, and each story carries the message that this man will destroy the Journal by using its hugely respected news pages as his personal fief.
“When you’re a catalyst for change, you make enemies — and I’m proud of the ones I’ve got.”
Murdoch has invested billions in newspapers when few others were willing, but he has also kept them alive through a lowest-common denominator approach typified by the trashy Sun, with its topless Page 3 girls on the breakfast tables of a million Britons. Murdoch wouldn’t be Murdoch if he didn’t love sticking it to sanctimonious J-school toffs.
Murdoch isn’t a party-line guy. He’s a pragmatist. He likes strong politicians and change agents and winners; in recent years he has supported moderates like Tony Blair and Hillary Clinton. But he has a stubborn populist streak, and his populism finds an outlet on Fox News, a channel that gives voice to angry middle-aged white guys.
“What if, at the Journal, we spent $100 million a year hiring all the best business journalists in the world? Say 200 of them. And spent some money on establishing the brand but went global — a great, great newspaper with big, iconic names, outstanding writers, reporters, experts. And then you make it free, online only. No printing plants, no paper, no trucks. How long would it take for the advertising to come? It would be successful, it would work and you’d make … a little bit of money. Then again, the Journal and the Times make very little money now.”
“A media company is basically anything that communicates with people — news, ideas, entertainment, advertising — and allows them to communicate with each other. But the Internet is teaching people every day to expect everything for free. So it has to be advertising supported.”
Murdoch better make wsj.com free by the end of the year because I don’t plan to renew my subscription when it lapses.
via Paul Kedrosky
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Cat: | Time: 3:26 pm (utc+8) Comments (7)
Stock Du Jour (LLNW) & Random ObservationsDecent, positive day then the usual gyrations around Fed time followed by some wicked selling in the last half hour.
Notable New Lows: Yamana Gold (AUY), Sepracor (SEPR), Beazer Homes (BZH), inPhonic (INPC), and recent new issue Limelight Networks (LLNW).
Notable New Highs: Deckers (DECK) — hit the century mark; Baidu (BIDU), Ford (F) & General Motors (GM); and Dell (DELL).
I’ll feature the hourly chart of Limelight Networks (LLNW), which has gone more or less straight down since going public.
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Cat: | Time: 8:46 am (utc+8) Comments (2)
June 28, 2007
Abandoned Book: Every Dead Thing, by John ConnollyI’ve decided to keep track of the books that I start and don’t finish. The latest was Every Dead Thing, by John Connolly. I made it to page 162 (out of 467) before quitting. I gave him a solid third of the book to make me interested and it didn’t happen.
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Cat: | Time: 6:54 pm (utc+8) Comments (5)
Favorite Lines from The Little SisterHere are some of my favorite lines from Raymond Chandler’s The Little Sister:
“I reacted to that just the way a stuffed fish reacts to cut bait.”
“… she straightened the bills out on the desk and put one on top of the other and pushed them across. Very slowly, very sadly, as if she was drowning a favourite kitten.”
“I had that empty feeling of having miscounted the trumps.”
“… he breathed like an old Ford with a leaky head gasket.”
“His hand came out to [the glass of gin] with the beautiful anxiety of a mother welcoming a lost child.”
“… as bald as a grapefruit.”
“Her voice was as cool as boarding-house soup.”
“Her voice faded off into a sort of sad whisper, like a mortician asking for a down payment.”
“The corridor… had a smell of old carpet and furniture oil and the drab anonymity of a thousand shabby lives.”
“… his thoughts… were probably as small, ugly and frightened as the man himself.”
“She looked almost as hard to get as a haircut.”
“She smelled the way the Taj Mahal looks by moonlight.”
“[His] standard of ethics would take about as much strain as a very tired old cobweb.”
“You’re so goddamn smart you could talk your way out of a safe-deposit box.”
“My brain felt like a bucket of wet sand.”
“She looked as if it would take a couple of weeks to get her dressed.”
“… a voice that could have been used for paint remover.”
“[He wore] a Charvet scarf you could have found in the dark by listening to it purr.”
“It made a sort of high keening noise, like a couple of pansies fighting for a piece of silk.”
“… a nose like a straphanger’s elbow.”
“[He] looked me over with that dead grey expression that grows on them like scum in a watertank.”
“I looked as if I had made up my mind to drive off a cliff.”
“[He made] elegant little gestures and body movements as graceful as a Chopin ending.”
“She looked at me as if I had just come up from the floor of the ocean with a drowned mermaid under my arm.”
“He had the pinched look of a man who is waiting for a disaster to happen.”
“My mind had slowed to a turtle’s gallop.”
“… as hard to lift as a dead elephant.”
“I was as dizzy as a dervish, as weak as a worn-out washer, as low as a badger’s belly, as timid as a titmouse, and as unlikely to succeed as a ballet dancer with a wooden leg.”
“Her smile was the reverse of anaesthetic.”
“To say that she had a face that would have stopped a clock would have been an insult to her. It would have stopped a runaway horse.”
“I had time to inhale two cups of coffee and a melted cheese sandwich with two slivers of ersatz bacon embedded in it, like dead fish in the silt at the bottom of a drained pool.”
“The parking lot was like ants on a piece of over-ripe fruit.”
“[He had] no more personality than a paper cup.”
“… as meaningless as the chattering of monkeys in the Brazilian jungle.”
“I pushed it open, with the tenderness of a young intern delivering his first baby.”
“He eats publicity like I eat tender young garden peas.”
“I wouldn’t give you the dirty end of a burnt match.”
“He looked as if it would cost a thousand dollars to shake hands with him.”
“A shave and a second breakfast made me feel a little less like the box of shavings the cat had had kittens in.”
“… as breezy as a Britisher coming in from a tiger hunt.”
“… as restful as a split lip.”
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Cat: | Time: 12:05 pm (utc+8) Comments (5)
No Stock Du Jour But Some Random ObservationsThe power is out for 18 hours in my cellblock, so I’m unable to look at the market. Should be back up to speed tomorrow.
The office where I volunteer a few hours a day has installed a nifty new web-blocking system (WebSense Enterprise?) in a vain attempt to keep the worker bees focused on their non-tasks. This means Bloglines is now blocked. Google isn’t blocked though (yet?) so I’m going to have to export my feed subscriptions over to Google Reader, what a pain.
A door closes, a window opens….
UPDATE: 2007.07.02 — They’ve started blocking del.icio.us which seriously sucks because I can’t save stuff I come across which I plan to read later.
UPDATE: 2007.07.09 — They’ve unblocked del.icio.us for whatever reason; praise the WebSense admin gods!
UPDATE: 2007.08.20 — The Websense Enterprise software has been disabled firm-wide. Not sure if this is termporary or not, but management had to recognize that hundreds (thousands?) of work hours were being spent on finding ways to get around the blocking software.
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Cat: | Time: 10:32 am (utc+8) Comments (4)
June 27, 2007
Willeford Was Truly One of the Great OnesAn appreciation of Charles Willeford by Jesse Sublett … couldn’t agree more with him on this point:
“I wish I had a dollar for every crime novel I’ve ever picked up that had a dust jacket blurb excitedly pronouncing the book’s author as being the successor to the Chandler and Hammett legacy — a bit of hyperbole that, more than anything else, usually tends to highlight the author’s shortcomings.”
Authors mentioned in the article, some of whom I haven’t read (italicized) but plan to: Gil Brewer, Frederick Brown, James Lee Burke, Raymond Chandler, Michael Connelly, James Crumley, Carroll John Daly, David Goodis, Dashiell Hammett, Chester Himes, John D. MacDonald, Wade Miller, Walter Mosley, Robert Parker, Jim Thompson, Donald Westlake, and Charles Williams.
If you’re a lover of Willeford’s work like me, please leave your author recommendations in the comments.
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Cat: | Time: 11:59 am (utc+8) Comments (4)
Stock Du Jour (SLV) & Random ObservationsChoppy, tricky day that ended on a low note.
Notable New Lows: Blackstone (BX) and Fortress Investment Group (FIG); about a million homebuilders - LEN, PHM, HOV, CTX, SPF, MTH, etc.; Newmont (NEM); and a lot of biotech: Genentech (DNA), Human Genome (HGSI), Encysive (ENCY), Sepracor (SEPR) and Atherogenics (AGIX).
Notable New Highs: Life Partners (LPHI) - this has gone from $10 to $40 in four months; Parametric (PMTC); Tween Brands (TWB); and Quidel (QDEL).
Silver (iShares Silver Trust (SLV)) dropped hard on about four times average volume. Here’s a weekly chart for some perspective.
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Cat: | Time: 7:26 am (utc+8) Comments (1)
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