Author Archives: Brafondval

JEJU, on the South Korean island of the same name, is not one of the country’s 20 biggest cities. Yet the island’s allure as a domestic tourist destination resulted in 9.9m passengers flying between Seoul and Jeju (in either direction) in 2011. This makes it the busiest airline … Continue reading →

Talking about ourselves—whether in a personal conversation or through social media sites like Facebook and Twitter—triggers the same sensation of pleasure in the brain as food or money, researchers reported Monday. About 40% of everyday speech is devoted to telling … Continue reading →

There’s a whole lot of pessimism about the stock market right now.I hear it in hallway conversations and read about it in the media. There are people out there looking for the next big short strategy, trying to pretend they are … Continue reading →

The following are my notes from the 2012 Berkshire Annual Meeting. As usual, these were taken in real time without the use of a recording device. As such, what is written includes my personal interpretation of what was said and … Continue reading →

Detta är väl värt att lyssna på. Många duktiga traders är med. The Trend Following Manifesto with Michael Covel

PENSIONNorman-beloppet är en prognos för kostnader att månadsspara 1000 kronor under 10 år i olika fonder…… viaNorman-beloppet: Ett nytt sätt att välja fonder!? – Compricer.se.

Usually, a “quick fix” implies fixing something, but only temporarily and in a fashion that won’t help long term. Luckily for us traders, there are several quick things that we can do that can readily improve our trading…….. 4 Fast Fixes … Continue reading →

On Wednesday we published a three-page global market report over at Bespoke Premium.  One of the tables included in the report was the one below which highlights each country’s share of world market cap.  We also show where the percentage … Continue reading →

Far from languishing under stricter capital rules, Swedish banks are thriving. Lenders in the largest Nordic economy are proof that creating bigger buffers to balance risky assets doesn’t have to erode profits or lending. Sweden’s four biggest banks, which must … Continue reading →

It’s been a rough few months for NYSE Euronext (NYX), owner of the country’s biggest stock exchange. In February, European regulators scrapped its planned $9.5 billion merger with Germany’s Deutsche Börse (DB1) over concerns it would create a monopoly in exchange-traded … Continue reading →

Here are three reasons to think we are not in the beginnings of a major stock correction:……… viaWhy we are not starting a major correction – Covestor.

If there is one thing we can all agree on, it is that the last several weeks have not been enjoyable for anyone who is long equities.  The chart below summarizes when and by how much major international equity markets … Continue reading →

Ibland blir det fel när man tror man gör rätt. För ett par veckor sedan skrev om jag om Parador som idag är på väg ut från Systembolaget. Annat var det på 1970-talet då det var husvin i var och … Continue reading →

SEB med Robert Bergqvist har redan sedan förra året trott på fallande bostadspriser, tillsammans med en rad med experter. Nu ansluter sig även Nordeas Annika Winsth och Swedbanks Cecilia Hermansson i en artikel hos DI.se……… viaCornucopia?: Nu tror bara SBAB, … Continue reading →

”De som tjänar pengar ska göra det på hederligt arbete”, säger Peter Norman… Ja, det var ju intressant att höra… Inte visste jag att jag var ohederlig.     Undrar om han anser sitt eget jobb vara hederligt? ”Bra att trejdingavdelningar … Continue reading →

In this paper we examine the empirical relation between risk and return in emerging equity markets and find that this relation is flat, or even negative. This is inconsistent with theoretical models such as the CAPM, which predict a positive … Continue reading →

Surrounded by robots he knew the end was near. One chartist against 1,000 HFT robots. One man trying to predict the future against 1,000 robots that create the future. He pulled out his last chart and he looked at it … Continue reading →

“when we took over berkshire, berkshire was selling at $15 a share and gold was selling at $20 an ounce. And gold is now $1600 and berkshire is $120,000. but you take take a broader example. if you buy an … Continue reading →

The New York Times dredges up the open secret that no one is in the stock market anymore.  Nathaniel Popper plaintively lays out the statistics and then consults a handful of sources to understand what’s going on… via“Where is Everybody?” … Continue reading →

Two years after the frightening spring day when the Dow Jones Industrial Average lost and regained about 600 points in a matter of minutes, we still don’t really know why. This is a problem, because it means something similar — … Continue reading →

De som prenumererar får möjlighet att läsa av temperaturen på börsen innan måndagens börsdag börjar. Normalt skickas den ut 2-3 dagar innan den publiceras här på bloggen. Det du läser nu kunde du alltså fått redan för två till tre … Continue reading →