A Canadian on Wall Street

An investment and trading blog written by a Canadian, with interests in both the Canadian and American markets. An antidote both to technical trading and other faux-empirical systems and fundamental trading -- value being arbitrarily defined.

Friday, January 05, 2007

David Olive on Loblaw's

Just noticed that the most insightful business columinst David Olive has a good column that gives some space to Loblaw's and its attempt...

Gold, germs (biotech) and steel

Watching the TSX in freefall , mostly due to a small collapse of gold and metal stocks, reminds me how arbitrary value is. Although I have ...

Thursday, January 04, 2007

Story Stocks

I recently had a chance to discover first-hand the perils of what I like to call "story stocks". These are the types of stocks th...

Thursday, November 09, 2006

Jimmy Cliff and Jimmy Wales

Been researching the derivatives industry a bit. It's pretty hard to find real deal professionals amongst all the get-rich-quick scheme...

Sunday, November 05, 2006

CAPM illusions

Here's a succinct statement, attribute it to E. Derman: If you can diversify over a large enough M-neutral portfolio of stocks so that t...

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Who am I?

Nelson: Vancouver, British Columbia, Canada; Iconoclast and infofreako.

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