Mavaron's Twitter
2011-09-17
Poor Kweku Adoboli
Maybe my quick bucks had his contribution.. Anyway, in forex market, as Bill Lipschultz said, the most important thing is to ``stay in the market."
Memory....
Not a day goes by I don't feel regret, and not because I'm in here or because you think I should. I look back on myself the way I was...stupid kid who did that terrible crime...wish I could talk sense to him. Tell him how things are. But I can't. That kid's long gone, this old man is all that's left, and I have to live with that.
--- Red, the Shawshank Redemption
I was reviewing the draft posts just now. Saw an unfinished post written three years ago. I talked about prime numbers and its extension in other scientific areas, based on my reading of the book "The music of the primes" by Marcus du Sautoy.
I was buried in books right then. Could probably check out 300+ books each year. Once found an interesting book with some positive online reviews, I would rush to the library to check it out. I usually couldn't finish the whole book, but it just took me 2-3 days to finish 30-50% of the book so I could come to a rough conclusion.
The time's long gone. I can't remember the last time I picked up a book and enjoyed the fun of reading. And do I have to live with that?
Remember, Red. Hope is a good thing, maybe the best of things, and no good thing ever dies.
--- Andy, the Shawshank Redemption
Labels:
fun,
literature,
thoughts
OM-Finance Interface
前一段被热炒的中国概念股在美国和香港被做空的消息,如果把Sino-forest看成这轮beta creating的loss leader,这个是不是也能归为OM-finance interface的研究问题
Labels:
finance,
stock market,
thoughts
2011-09-06
Black Swan...
EUR and CHF pegged.. And I watched EUR/USD jumped from 1.41 to nearly 1.43 in a few seconds. Luckily, I made a few quick bucks from the extreme volatility instead of being killed.
Labels:
finance,
stock market
2011-08-31
2011-06-19
2011-05-06
2011-05-05
Silver/Gold Ratio in 3 Days
Drop from 0.0316 to 0.026. Silver might have a short rebound after breaking the 40 support. It is right to take some profit and to reduce the bet against silver for the moment.
2011-05-04
TN: 2002 Bond St. Eden
What a wine! Fruity upon the open, but on palate, you can feel something underneath. After one hour aeration, it begins to open up. The fruitiness is now companied with chocolate, plum. Another hour later, the wine becomes more spicy. Sweet and chewy. Meaty with emerging hint of coffee. Very long finish. It's a pity we finish it just two hours after decanting. It may show new flavors with more aeration. Can be enjoyed now but not fully developed. Should lay down for another 3-5 years.
On Silver
I am shorting silver, in a middle-term. A safer way may be to long the gold/silver ratio. That is, in another sense, to bet the role of silver as a hedge against inflation is relatively overvalued.
Labels:
finance,
stock market
2011-03-29
2011-02-15
Doodle Jump
Doodle Jump其实就是反映了一个人类的本性,老老实实的可以一节一节往上爬,但正是由于在途中经常出现不同的诱惑,甚至同时有多个,玩者举棋不定,难以取舍,反而最终坠落。这也正是从Behavioral的角度解释为什么即便是个体优化,决策集增大表现不一定也是递增。
2011-02-08
Mind mapping software
偶然在chrome store看到Mind Meister,回溯回去发现mind mapping软件系列,不少都是开源的。装了一个Freeplane,还不错,使用起来比较简单,将来写paper可以方便一点,也便于和collaborator之间交流。
2011-02-07
Chrome apps
It's good. Very handy tools for online browsing. However, Google needs to redesign the Chrome layout a little bit.
Labels:
computer science
2011-02-06
单口相声-幸福童年
http://www.tudou.com/programs/view/v6vKzxvsctg/
段子包袱抖得挺好,但线索有点乱。方清平的功底还是略显不足,如果换杨议(杨少华五子)说应该也不错,整段有些内容杨少华说起来会更出彩,不过不是全部都适合他的风格。
段子包袱抖得挺好,但线索有点乱。方清平的功底还是略显不足,如果换杨议(杨少华五子)说应该也不错,整段有些内容杨少华说起来会更出彩,不过不是全部都适合他的风格。
2011-01-16
2006 Chalis La Forest V. Dauvissat
My first bottle of the famous Chablis wine. Really not my type of wine. Great acidity and a long finish. But on palate, there are just undetectable hints of mineral, apple and honey. Maybe too early to open or aeration can help? Will try it next time.
2nd bottle: I opened the bottle and laid it for two days. The aeration does improve it a lot. The acidity fades away and the wine shows more balanced sweetness. Maybe someone may say it has lost its character. But it's more of my wine now.
2nd bottle: I opened the bottle and laid it for two days. The aeration does improve it a lot. The acidity fades away and the wine shows more balanced sweetness. Maybe someone may say it has lost its character. But it's more of my wine now.
2011-01-08
The future of iPad (and Apple?)
Another article here.
http://www.nytimes.com/2011/01/03/technology/personaltech/03tablet.html?ref=technology
For Apple, like Tomjanovich said after Rockets won the 1995 NBA title, there have been "nonbelievers all along the way." The bears summoned power for every opportunity but only have failed miserably each time (I mean long-time bear, not those quick profit takers). So people may wonder, is this prediction just the beginning of another false alarm?
It may or may not.
I was pessimistic on iPad before its release, but changed my mind when I owned one myself. However, whether a product is successful or unsuccessful does not change the nature the game. In my opinion, either the cost or the technology can help latecomers overtake Apple. Cost advantage did not help them in the battle with iPod, iPhone, then how can it be effective in the iPad battle? As for the technology stuff, I think it's a pretty efficient market, and Apple may even have bigger change for new technology promotion given its dominant market power.
The key is pointed out in the last part of the article, "you need developers."
I have written a paper on the compatibility competition in network market, and I think the same logic applies to iPad, and to the future of Apple. It wouldn't be long for us to see a platform which can seamlessly put application for all tablets which would certainly undermine Apple's "social network" advantage. And I view that as the turning point and the catalyst necessary for me to short AAPL.
http://www.nytimes.com/2011/01/03/technology/personaltech/03tablet.html?ref=technology
For Apple, like Tomjanovich said after Rockets won the 1995 NBA title, there have been "nonbelievers all along the way." The bears summoned power for every opportunity but only have failed miserably each time (I mean long-time bear, not those quick profit takers). So people may wonder, is this prediction just the beginning of another false alarm?
It may or may not.
I was pessimistic on iPad before its release, but changed my mind when I owned one myself. However, whether a product is successful or unsuccessful does not change the nature the game. In my opinion, either the cost or the technology can help latecomers overtake Apple. Cost advantage did not help them in the battle with iPod, iPhone, then how can it be effective in the iPad battle? As for the technology stuff, I think it's a pretty efficient market, and Apple may even have bigger change for new technology promotion given its dominant market power.
The key is pointed out in the last part of the article, "you need developers."
I have written a paper on the compatibility competition in network market, and I think the same logic applies to iPad, and to the future of Apple. It wouldn't be long for us to see a platform which can seamlessly put application for all tablets which would certainly undermine Apple's "social network" advantage. And I view that as the turning point and the catalyst necessary for me to short AAPL.
Labels:
business,
computer science
2011-01-07
老"朋友"
今天刚看了Black Swan,一部表演的有点做作,情节略显单调的电影,然后去搜这类有点神经质的电影,意外找到了一部看过之后印象很深刻但一直没能再看到的电影,Misery。
根据Stephen King的小说改编的电影,里面Kathy Bates饰演的大妈极具压迫感和统治力,堪称神经质型杀手的典范。
根据Stephen King的小说改编的电影,里面Kathy Bates饰演的大妈极具压迫感和统治力,堪称神经质型杀手的典范。
2011-01-05
Sunset boulevard
A famous old movie, directed by famous Billy Wilder. A plain story with a fantastic ending.
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