April 7, 2011 – Trade Opportunity, Not Your Mood

You want to be trading opportunity, not your mood of the moment. – Brett Steenbarger Is it time to be aggressive? Are you sleeping today thinking how much money you’ll make tomorrow?  Are you counting your profits before you’ve even sold it?  Are you imagining tomorrow’s going to be another strongly trending up day?  Believe … Continue reading

April 3, 2011 – You are not good. The Market Was Just On Fire

Joe the Upside Trader wrote quite a nice post Even God is Long today.  The best takeaway for me is: Remember that you’re not that good, the market was just on fire. – Joe UpsideTrader Don’t take my word for it.  Read his entire post 🙂 Well, I’m personally too bullish and happy about the … Continue reading

March 30, 2011 – Always Open Your Mind in the Blogosfear

I will never claim to be “the information”, or “the go to guide for Philippine stocks” or ” the market education guru in the Philippines”  or the ” fill in the blank” Look, I can coexist in this space with everyone else. I’m not here to compete but to collaborate with like-minded individuals. If we … Continue reading

March 28, 2011 – Smart Bets and Chasing Delusions : My Top Solutions for People Who Have No Exposure in the Markets

Let’s assume that you’ve not participated in the rally.  You were asleep.  You were busy with something else.  Your cash is in the money markets.  You don’t know a thing about the markets.  You don’t have a guide. You want to get in, but you’re afraid.  You don’t know what to do.  Are you late? … Continue reading

March 24, 2011 – A Little Healthy Cynicism and Slight Edges :D

This is what a market does during a consolidation: 1.) Bipolar Behavior – Strength on one day, weakness the next, wild gyrations are common (DGTL, SGI) 2.) Choppy – Whipsaws, Shakeouts, Karate Chops, Unnecessary Volatility (Traders hate this but it’s part of the game) 3.) Directionless – You feel that your stock is going nowhere. … Continue reading

March 22, 2011- Market Inertia, Reflex and Emotionalities

From a trend perspective, there’s still a lot to like about the equity markets here. The Bulls are suckling in the sweet marrow of disbelief with the ever growing wall of worry (that seemingly builds higher by the day) to the underlying momentum associated with those left behind or scrambling to cover. Throw in some improving … Continue reading

March 20, 2011- Is this market going to run away? + Please answer a poll question

Top Market Related Questions in my mind: 1.) Is this market going to run away?   Am I under-invested? 2.) Even if the Japanese quake has not yet been solved, the market is reacting that it already is.  And the market is always ahead of everybody else.  Should I load up on EWJ?  (US ETF … Continue reading

March 20 2011- The Gift of Making Your Own ATM Machine

Turning information and ideas to actionable insights: Reference: CitisecOnline, March 18,2011- Philippine Weekly Highlights (Weakness of criticism: Only one brokerage view.  I lack the resources to have the views of ATR-KE,JPM,PhilEquity, Macquarie, Deutsche etc.  You can send them to my dimsumtrader @ gmail . com ) if you’d want to give me more sources freely … Continue reading

March 16, 2011- Roaming Through Noise

Earnings Recap 4Q2010 (Philippines) Please click for larger view. I summarized the most important data that I deem important from the companies that have recently reported earnings.  The blank ones are for companies that haven’t reported yet. Among those companies that have been strongly beating earnings are AP,DMC,MPI and ALI. The table only refers to … Continue reading

March 14, 2011- Ketchup and Lettuce, Einsteins of Wall Street, Nonlinearity and Mortality

I remember having a conversation with a few of my trading friends one time.  The comment was just too vivid that I just had to share it in my blog.   “Wow, hindi ketchup ung screen”.  He was alluding to the fact that he didn’t see a blood bath, and instead found pockets of strength … Continue reading