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Trade Management When Options Positions Go Bad

I was watching a few tastytrade videos on YouTube while working on other stuff, and came across two sets of interesting videos that showcased how things are managed when a bet goes bad. As a quick background, tastytrade was set up by Tom Sosnoff, the founder of thinkofswim (TOS). As Tom Sosnoff and the other … Continue reading

Ray Dalio at DealBook Conference: Interest Rates Could Turn in Late 2013

Watched a video where Ray Dalio (founder of Bridgewater Associates), David Rubenstein (co-founder of The Carlyle Group), Stephen Schwarzman (co-founder of Blackstone Group) participated in a panel discussion at New York Times’ DealBook “Opportunities For Tomorrow” conference. The conference took place on December 12, 2012. Below are some notes I took from the discussion. Ray Dalio … Continue reading

Tidbits and Lessons from Larry Williams Looking Back at 50 Years of Trading

There’s a short article at Futures Magazine on Larry Williams looking back at 50 years of trading. Link to original article here. I’ve captured some of the more interesting bits below. What Williams views are his major accomplishments Writing the first book on seasonal patterns in 1973 Developing measures of accumulation and distribution Originating volatility breakout … Continue reading

Thoughts on the Average Directional Index (ADX) Indicator

I was just reading on the ADX, an indicator that measures “trend strength”. The ADX was developed by Welles Wilder, the same person that developed the Relative Strength Index (RSI). Construction First, ascertain whether the current period went up or down versus the prior period. Instead of looking at Closes, Wilder calculates and compares two … Continue reading

Tom Bulkowski’s Tips on Chart Patterns

I just read an old [2005] article by Thomas Bulkowski titled “Ten New Tips for Trading Chart Patterns”. I am not going to list the 10 tips here but just some of my takeaways. Patterns form faster (i.e. form in a shorter amount of time) as they occur in the later part of a rising … Continue reading

Important SEC Filings for Fundamental Research

Just wanted to list down the few key SEC filings used for fundamental research into companies. Insider Transactions and Holdings Rule Every director, officer or owner of more than 10% of a class of registered equity securities needs to file Forms 3, 4, and 5. Form 3 Initial filing (e.g. IPO). Form 4 Filing before … Continue reading

Tracking Institutional Funds Movements in Your Stocks

I subscribe to a few websites such as secfilings.com and secinfo.com to receive email alerts whenever there are filings related to stocks I am interested in. I just realized that doing so does not allow you to track changes in institutional fund ownership in your stocks. Both services pick up filings where the subject or … Continue reading

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