Feed the money cow

Just find a good Microsoft Outlook plug-in Xobni. It's another business model for start-ups. Create the suitable "food" for cash abundant magnates and wait to be preyed.

Way of the turtle

by Curtis Faith.

The cover of this book is a little too fancy which makes me think it's just another bluffing popular reading. However, as I go through the details, I find my rash judgment almost let me miss a great piece.

To be frank, this book doesn't provide too many practical skills. But what Curtis tells is enough for any reader to figure out many reasonable trading rules. Those general principles also avoid the "overoptimization" problem defined in the book. As a trader, Curtis's opinions are helpful as well as unbiased. Crystal and objective. This, I think, mostly comes from his deep understanding about the trading activity.

A must-read.

Credit crisis

Happy planet

mavaron's craps on investment - IV

(1) "Stock market is a postmodern creation to avoid communism and pursue full employment."

(2) "Breaking a rule is more important for a rule than simply obeying it."

Comment: What you don't believe weighs more than what you believe.

(3) "What matters is how you define risk, but not how you hedge it."

(4) "Theorists try to capture volatility while practitioners create it."

Comment: In modern world, innovative investment strategies are important.

(5) "The only shortcut to save a huge loss is to create another huger loss to save."

Comment: No matter what situation you are in, stay calm and cool.

Information age

Hedge Hunters, by Katherine Burton

In my opinion, shy to Market Wizards series and Inside the House of Money.

Claudia's Song

Main theme of Clint Eastwood's Unforgiven

The strategy in current market

Pure directional bet seems to be risky. Bull can be hurt by timing, and bear can be hurt by long term turnaround. I suggest convergence trading strategy. Find good pairs in financial, retailing, service, conglomerates and technology sectors.

And look into their fundamental details first.

RIMM down

the call makes sense. for RIMM, the war has just begun. for AAPL, as long as it
can't create a market of its own, the high expectation would fall
short. given AMD and INTC case, i would be bearish on AAPL and RIMM
since i think the speculation is a little out of bound.

anyway, remember to be swift.

Test by ScribeFire

I am writing through ScribeFire. Just testing.

Songs by Joanna Wang

RIMM

hardly remember my last event driven bet. RIMM seems God blessed in recent years. So what is going to happen next Wed? Shall I use some convergence strategy or long some straddle to rely on volatility? No, no complication in any means.

I would bet it's going down. Maybe it would be up after conference call next Wed, but wouldn't be much given its current price and current macro-environment. But, but if it goes down, that would be huge, most likely 30%+. It's about fundamentals, but not all about fundamentals and not all the time. There is big short pressure for this stock. I like blackberries but I could short RIMM at the same time.

Let's wait and see.

The famous cartoon

Powerful Nvidia GPU Computation

经典的电影瞬间 - 10

Grand bleu, Le 1988

Director： Luc Besson

评：
1. 静谧的夜晚，皎洁的月光下，Jacques和海豚同游。
2. Jacques为Enzo实行海葬。

经典的电影瞬间 - 7

There will be blood 2007

Director: Paul Thomas Anderson

结尾，当Plainview赶着用保龄球桩砸死Sunday之后，坐在地上，精疲力尽的对着推门进来的管家说道：“I am finished。”这时，勃拉姆斯的D大调小提琴协奏曲Op. 77响起。

评：也许有人会喜欢Plainview接受洗礼的那段，不过那段疯狂有余，而并没有表现出Plainview那种桀骜不逊的特性，在结尾疯狂追杀Sunday，最后精疲力尽的说出I am finished，而随后勃拉姆斯小提琴协奏曲那突兀有力的开头更是点睛之笔。
立足于黑金时代兴起初期的整部影片充满了一种压抑和紧张的气氛，对于一切都拥有或追求过而又舍弃的主人公Plainview在种种的叛逆的行为中反而告诉了我们他自己的一种特殊的行为准则。

经典的电影瞬间 - 6

三峡好人 2006

导演： 贾樟柯

小马哥在一次殴斗中死去，韩三明在乱砖堆下找到了他的尸体，几个工友找了一条船，在云遮雾岚的三峡，在空灵的背景音乐中，载着小马哥的尸体往江深处驶去

评：威尼斯金狮奖获奖影片，贾樟柯的电影蕴含着平静的力量，没有英雄式的表现，不依靠非常规带来的震撼。比如小马哥，普普通通，既不生的伟大，也不死的光荣，但他的死去和水葬却能引起观众的一种共鸣。在大多数人习惯了呆板的各类名词定义之后，缺少欣赏平凡之美，或许正折射出现代中国的一种气质缺失。

经典的电影瞬间 - 5

The Godfather 1972, 1974

Director: Francis Coppola

全片

评：Godfather很难挑出某个单独的瞬间，尽管节奏缓慢，但不会有让你希望可以拉快进键的片段。A real masterpiece。

经典的电影瞬间 - 4

The Shawshank Redemption 1994

Director: Frank Darabont

当Red在出狱以后压抑的生活中渐渐失去信心的时候，他想起了Andy曾经告诉过他的那个秘密，搭着顺车，Red来到了Andy提到的地方，翻开石块的掩护，找到了盛装在铁盒中的一封信，随着Andy读信的旁白，Red重新找到了信中提到的hope，他违背了假释的规定，坐着灰狗，来到太平洋海边，来到朋友的身边，伴随着镜头拉起，在广袤碧蓝的太平洋的画面中，全片结束。

评：Shawshank Redemption里面有很多让人回味的镜头，比如Andy在狱监办公室里放歌剧，比如让Red获得假释出狱的那次独白，但我最喜欢的还是结尾的这段，在旁白的进行中，Red重新找到希望，露出标志性的笑容，一种不是像在监狱中那种习惯以后的笑容，而是一种战胜环境挑战的自信的笑容，蕴含在全片当中的那种安静的力量再次得以显现。