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TranceAddict Investors Club @ Marketocracy (pg. 41)
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| Krypton |
| quote: | Originally posted by jerZ07002
but don't you think that a company that has the most indicators above the E&P and industry should receive the biggest benefit from the adjusted score? |
Well yes, but I never wanted one score have too much influence on the overall average. The highest scores are still very high. I mean 33 gets a 40. That's damn high. Even though the added points may be slightly less. The system, nonetheless, works. Feel free to change the weights how you see fit. But just know that the default weightings I programmed, in my opinion, provide the best balance thus far in ratings. |
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| Krypton |
These theorems are good to know when dealing with algorithmic systems. It's called Gödel's incompleteness theorems. These theorems basically say that any constructed mathematical system of logic is ultimately incomplete. So the fundamental strength algorithm and all the weights are as complete as I could make them, but of course you can make your own adjustments; anyone could. Thus, the theorems are correct.
http://en.wikipedia.org/wiki/G%C3%B...teness_theorems |
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| jerZ07002 |
| quote: | Originally posted by Krypton
These theorems are good to know when dealing with algorithmic systems. It's called Gödel's incompleteness theorems. These theorems basically say that any constructed mathematical system of logic is ultimately incomplete. So the fundamental strength algorithm and all the weights are as complete as I could make them, but of course you can make your own adjustments; anyone could. Thus, the theorems are correct.
http://en.wikipedia.org/wiki/G%C3%B...teness_theorems |
i like your system, i just was interested in why you did certain things. i appreciate your answers to the questions. |
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| Capitalizt |
Four big down days in a row. I think this market is pricing in an Obama presidency now.
With the dems in control of every branch of government, most of the 2001 tax cuts are sure to expire...so we can look forward to higher marginal rates on the "rich" (including corporations) as well as a higher capital gains tax on investments...not to mention plenty more regulation on business in general. This is going to be harmful but is not the end of the world.
I think the long term bottom will be around 1200 S&P and 11,000 DOW. I'm hoping this selloff continues with a few more gut wrenching days. If we get down to those levels, I'll be loading up the IRA completely.
Democrats or not...There is some real value out there. If you have a long term view, you have nothing to be afraid of. Take advantage of other people's fear by taking their shares from them. ;) |
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| Shakka |
| WLP cut their forecast this afternoon. Trading down 16% after hours. Dragging down UNH, HUM and AET with it among others. And they face political headwinds. |
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| Krypton |
My DSX investment is down 16%! LOL:haha: and I don't care!
Me and my brother just made an agreement to start a holding company called, R&I Associates, LLC. Good times are ahead! We need investors!:D |
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| jerZ07002 |
| quote: | Originally posted by Krypton
My DSX investment is down 16%! LOL:haha: and I don't care!
Me and my brother just made an agreement to start a holding company called, R&I Associates, LLC. Good times are ahead! We need investors!:D |
haha...good luck kid....that's the hard part. That's why people get Harvard and Wharton MBAs and work at goldman. Just to make those connections. |
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| Krypton |
DSX update. As I said, the dry-bulk sector has experienced somewhat of a sell-off in the past few days. Now I told you guys I'm losing 15% on my DSX investment, but that I was not worried one bit about it. Well, this Financial Times basically states exactly what I have been stating...DSX is volatile but the fundamentals remain outstandingly strong! Main point BOLDED...Volatility with DSX worries me not...:)
| quote: | MAR 11, 2008 3:23PM
Capesize sector drags Baltic index down
Financial Times
FALLS in the capesize sector dragged the Baltic Dry Index down 64 points yesterday after posting solid gains throughout March, writes Michelle Wiese Bockmann.
The BDI surged 26% during February, mainly as the capesize sector benefited from renewed demand for iron ore cargoes from Brazil to China, before contract prices increase by 65% on April 1.
The BDI posted its first drop in 10 trading days to hit 8,560 points as spot charter rates for capesize vessels across every route fell.
Leading the direction were capesize forward freight agreements for the second quarter of 2008. The average time charter route yesterday was $143,000 per day, after recording as much as $151,000 per day last Thursday, according to data from shipping derivatives trader FIS.
The start of the South American grain exports season and worsening port congestion had helped boosted charter rates in March, said DnB NOR Markets Oslo-based analysts Henrik With and Glenn Lodden yesterday.
However the 'deteriorating macroeconomic sentiment'' could affect forward freight agreements and eventually affect spot rates, said the two analysts.
The 'squeeze on tonnage in certain regions and a projected further rebound in April cargo exports from Brazil'' support the positive view on dry-bulk shipping rates, they wrote in a report.
Continued bad news about the faltering US economy pushed shares in New York-listed dry bulk shipping companies Diana Shipping, Excel Maritime and DryShips down by as much as 11% on Monday. Stocks slightly recovered Tuesday.
'Dry bulk stocks continue to sell off in the uncertain broad market,'' Omar Nokta, an analyst at Dahlman Rose, said in a note. 'It remains to be seen whether the equities can garner momentum in the near term and reconnect with the strong fundamental backdrop.''
Capesize time charter fixtures continued to reflect strong fundamentals with the 177,932 dwt, 2008-built Anangel Happiness relet for $155,000 per day for six to eight months from April and redelivery worldwide. STX Pan Ocean also chartered the 151,044 dwt, 1996-built C Royal for one year from May. |
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| Capitalizt |
Maybe you should apply for a job in their PR department krypt. ;)
BTW, I bought some DSX today in the Marketocracy account. |
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| Krypton |
| quote: | Originally posted by Capitalizt
Maybe you should apply for a job in their PR department krypt. ;)
BTW, I bought some DSX today in the Marketocracy account. |
LOL, I sent the CEO an email telling him about the article. MAYBE, just maybe, they might want to hire me as PR, LOL... Yea right..
Good pick..;) Especially when you're picking it up at a bigger discount. |
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| jerZ07002 |
| What do you guys think about the Fed's move with the new term security lending facility? i think it's a great move and it's about time the fed decided to become innovative. They have been using one tool to guide the economy for so long. It's about time they did more than play with interest rates. Does anyone have an opinion on the chances of reducing interest rates at the next meeting considering the entire goal of this new facility was so the fed didn't increase the money supply? In my opinion, this move shows that the fed is definitely concerned with inflation, more so than they lead on, and they really want to avoid decreasing interest rates again. |
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