tag:blogger.com,1999:blog-34323687.post670836281779803906..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Rotation, rotation, rotationMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-34323687.post-80068845438643610302014-04-07T20:25:38.597+01:002014-04-07T20:25:38.597+01:00sorry SPLK not PLKL...
real time event processing...sorry SPLK not PLKL...<br /><br />real time event processing!abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19284802323367209222014-04-07T20:24:04.366+01:002014-04-07T20:24:04.366+01:00I like xoom here, trading at less than 4x revenues...I like xoom here, trading at less than 4x revenues, 200M in the bank, should be CF positive for 2014 and taking market share from Western Union. If it can make 20% EBITDA margins at some point, its interesting. Regulatory hurdles for new (and current ) entrants are a big obstacle. Hackers in their basement will have a hard time competing with this one. But I'll like it even more when the price is lower. PLKL is interesting too, growing at 50% and "Big Data" idiot at GE/IBM would love to have thier technologyabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39227815895577287602014-04-07T19:36:03.226+01:002014-04-07T19:36:03.226+01:00Surely XOOM's share price has faded out?Surely XOOM's share price has faded out?Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-63380606098394311312014-04-07T19:08:13.410+01:002014-04-07T19:08:13.410+01:00FB got unfriended
SPLK got ker-splunked
LNKD's...FB got unfriended<br />SPLK got ker-splunked<br />LNKD's premium free trial ran out<br />PANW found a security breach<br />AMZN got a negative review<br />NOW had a service interruption<br />DDD needs a new cartridge<br />XOOM's stock price has been exchanged into a new value<br />abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35095383967377791122014-04-07T17:09:55.073+01:002014-04-07T17:09:55.073+01:00turn around tuesday?
selling off Schwab and Amer...turn around tuesday? <br /><br />selling off Schwab and Ameritrade on HFT fears, I dont get it at all. And they are the first to benefit from higher ST yields (though that is well known)<br /><br />abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-15846498960520808742014-04-07T16:19:01.747+01:002014-04-07T16:19:01.747+01:00Works again as designed, sir.Works again as designed, sir.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-75173483601870064312014-04-07T16:18:53.614+01:002014-04-07T16:18:53.614+01:00@ Anon, I think the RSS issue should be sorted.@ Anon, I think the RSS issue should be sorted.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68006169524158267502014-04-07T13:45:32.536+01:002014-04-07T13:45:32.536+01:00Crikey it looks like it. Bear with me...I haven&...Crikey it looks like it. Bear with me...I haven't had to deal with anything like this in a looooonnngggg time!Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-20589219589809393112014-04-07T13:30:25.445+01:002014-04-07T13:30:25.445+01:00Something completely different: could it be that t...Something completely different: could it be that the RSS feed is broken ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-50048164567170726842014-04-07T12:46:11.824+01:002014-04-07T12:46:11.824+01:00Some astute observations there MM, until proven ot...Some astute observations there MM, until proven otherwise by China, Ukraine etc I see the world post tapering as uncorrelated rather than unstuck. It seems to me that while global beta/short US duration in all its wonderful glory (and numerous definitions) may not really work here, the selective investor can still pick up good returns by picking the right horses. <br /><br />EM equities for one has been a good 1Q14 play (more so in Asia than in Latam of course). Indonesia has been a real treat for me in a context where the rest of my long equity positions has not really had a stellar start to the year. <br /><br />As for US healthcare (biotech) etc, well it was ripe for a down-trade. Healthcare stocks in the US look pretty toppy here I think. <br /><br />ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-91456713417140466702014-04-07T07:59:40.813+01:002014-04-07T07:59:40.813+01:00It's been over a week, Macro Man, and you stil...It's been over a week, Macro Man, and you still haven't thrown in a challenge word yet. Goodluck with the rotation, I'm off to stomach pump the stats teacher, the soccer begins in August.amplitudeinthehousenoreply@blogger.com