Tuesday, March 15, 2011


Historic events occurring, and I am piled up with work.  Apologies all around, I will have part two of the enthralling cash flow article up soon.

Edit:  I have decided to take down part one of the cash flow article and repost it once I am done with part two.

I have never been a good predictor of events, but the happenings in the financial markets currently could very easily take a turn for the worse.  This may signal a buying opportunity and I will be vigilant.  I will keep this updated as things progress throughout the next few weeks.

April 7, 2011 Edit:  I reflect on this now and think this is a perfect example of why I do not attempt to time the market or invest based on events.  Other than being completely rubbish at it, (as should be evident from the original content of this post), the markets displayed an inordinate level of surprising behavior that could have brutalized short and long investors alike.  For those of you who weren't following it, the Japanese markets went haywire after the first couple days of trading before recovering spectacularly in day three and four. There was very little money to be made on the short side on day one as the markets opened quite a bit lower. I highly suspect quite a number of short sellers got creamed when the trend violently reversed.

Let the event driven traders stick to event trading, as they are clearly better at it than I!  More value investing next week...

1 comment:

  1. Japans economy has been dead in the water since 1989. Thats almost twentyfive years. It seems to me that the situation in the United States is very similar to the situation in japan.