EUA planeiam novas restrições sobre tecnologia de chips na China

[O Alquimista]

First-level thinkers think the same way other first-level thinkers do about the same things, and they generally reach the same conclusions. By definition, this can’t be the route to superior results. - Howard Marks

[O Alquimista]

O analista que segue este activo diz que é esperar um ganho entre 1 e 2 dígitos no prazo de até 9 meses e qualquer fraqueza no curto prazo deve ser comprada.

The thinking is that we don’t know a lot about the market. In fact, I think we know a lot less than we think we do. I have a ton of quantitative work that suggests that support and resistance are mostly coincidence, moving averages are meaningless, retracement rations don’t really work, most statistics have limited predictive value–I could go on and on about what doesn’t work, but the point is we know very little about the market. - Adam Grimes

[O Alquimista]

Fase 2 do padrão: diamante em lapidação.

Many appear to be delightful exercises in data mining, the finding of “historical patterns that are driven by random, not real, relationships.” Add to this the assumption that these explanations are durable and will repeat in the future, and you have the makings of a terrible investment process. - Barry Ritholtz

[O Alquimista]

Padrão: "vomiting dromedary" transportando diamante na cabeça. Não confundir com o padrão "vomiting dromedary" com dor de cabeça/cabeçudo.

Those who read history tend to look for what proves them right and confirms their personal opinions. They defend loyalties. They read with a purpose to affirm or to attack. They resist inconvenient truth since everyone wants to be on the side of the angels. - B. H. Liddell Hart / Giles Laurén

[O Alquimista]

Padrão: "vomiting dromedary" invertido.

https://www.youtube.com/watch?v=tCYMK857518

The average investment plan of many retail investors consists of large positions allocated amongst what Courtney Love would have referred to as “might have been” and “never was.” - Tony Isola

[O Alquimista]

One of the biggest perceived headwinds for stocks is sustained strength from the U.S. Dollar. While an extreme spike in the DXY would likely cause some volatility in the short-term, there is very little evidence that a strong dollar will prohibit stocks from advancing. - Jon Krinsky

[Texano Bill]

If stock market experts were so expert, they would be buying stock, not selling advice. - Norman Ralph Augustine

Excelente.

[O Alquimista]

If stock market experts were so expert, they would be buying stock, not selling advice. - Norman Ralph Augustine

[O Alquimista]

When a falling stock becomes a screaming buy because it cannot conceivably drop further, try to buy it thirty percent lower. - Al Rizzo

[O Alquimista]

Active investors must have a long-horizon…and few investors actually have horizon. Good luck out there…- Wesley R. Gray

[O Alquimista]

http://caldeiraodebolsa.jornaldenegocios.pt/viewtopic.php?f=3&t=83288&p=1257295#p1257093
Diz-se que Larry Williams ganhou balúrdios usando este padrão.

Continuação do padrão "LW". Gap vindouro?

Diz-se que por esta altura o "dono do padrão" saltaria fora do mercado.

The role of luck is a consistent theme I heard in every Masters in Business interview. The value of chance, serendipity, good fortune is far larger than we imagine; randomness is a much bigger part of our lives than we care to admit. - Barry Ritholtz

[O Alquimista]

"I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children" - Warren Buffett

[O Alquimista]

http://caldeiraodebolsa.jornaldenegocios.pt/viewtopic.php?f=3&t=83288&p=1257295#p1257093
Diz-se que Larry Williams ganhou balúrdios usando este padrão.

Continuação do padrão "LW". Gap vindouro?

Veio.

I don’t trust any forecasts that don’t go at least 2 places after the decimal. - Joshua Brown

[O Alquimista]

viewtopic.php?f=3&t=83288&start=2100#p1255275
...
viewtopic.php?f=3&t=83288&start=2100#p1257295
...
viewtopic.php?f=3&t=83288&p=1257819#p1257502

X - Y 3
1 - 2 3
Cumprida a projecção.

How does one incorporate the benefits of data-driven portfolio mathematics without disturbing the core beliefs of the fundamental manager? - Ian Domowitz

[O Alquimista]

viewtopic.php?f=3&t=83288&start=2100#p1257093

viewtopic.php?f=3&t=83288&start=2100#p1257297

viewtopic.php?f=3&t=83288&start=2100#p1257376

If I study a position for an hour then I am usually going in loops and I’m probably not going to come up with something useful. I usually know what I’m going to do after 10 seconds; the rest is double-checking. - Magnus Carlsen

[Pixiesurfer]

Top 10
CVX Chevron Corporation Common Stoc
EXPE Expedia Inc.
VRSK Verisk Analytics Inc.
LLTC Linear Technology Corporation
ADP Automatic Data Processing Inc.
AKAM Akamai Technologies Inc.
BA Boeing Company (The) Common Sto
QCOM QUALCOMM Incorporated
JPM JP Morgan Chase & Co. Common St
CHKP Check Point Software Technologi

Oportunidades especulativas a acompanhar na próxima semana:
PCLN The Priceline Group Inc.
NTES NetEase Inc. - American Deposi
FB Facebook Inc.
AMZN Amazon.com Inc.
ATVI Activision Blizzard Inc
ROST Ross Stores Inc.
YHOO Yahoo! Inc.
SBAC SBA Communications Corporation
NTAP NetApp Inc.
DSM.AS DSM KON

[Penaforte]

Onde há um "D" a terminar, pode haver um "U" a espreitar .

Que se faça luz muitas vezes

Obrigado pela partilha.

[O Alquimista]

DWTI?

Que a luz se tenha feito em devido tempo, já que o projectado está próximo de se tornar concretizado.

viewtopic.php?f=3&t=83288&start=2100#p1255275

Disclaimer:
Como nem tudo o que sobe continua a subir, prosseguir com cuidado. Em caso de dúvida consulte o seu gestor ou guru.

[Penaforte]

Cont.

1 + 2 3?
Minecraft.

If I get an oversold signal from sentiment, RSI, and some Fibonacci extension, I do not have three signals; I only have one because the tools are so tightly correlated. This is important to understand – if we don’t understand this (the correlation of inputs into a trading decision), then we will have false confidence in our calls, and performance will suffer. Better to know you don’t know than to think you know more than you do. - Adam Grimes

DWTI?

[O Alquimista]

Cont.

1 + 2 3?
Minecraft.

If I get an oversold signal from sentiment, RSI, and some Fibonacci extension, I do not have three signals; I only have one because the tools are so tightly correlated. This is important to understand – if we don’t understand this (the correlation of inputs into a trading decision), then we will have false confidence in our calls, and performance will suffer. Better to know you don’t know than to think you know more than you do. - Adam Grimes

[O Alquimista]

1º gráfico:
viewtopic.php?f=3&t=83288&p=1257376#p1257295

X - Y 3.
1 - 2 3?

2º gráfico:
viewtopic.php?f=3&t=83288&p=1257376#p1257297


Being able to read people and communicate effectively is all I have in this world. I’m fucking good at it. - Joshua Brown

[O Alquimista]

Continuação do padrão "LW". Gap vindouro?

Like Baskin Robbins ice cream, opportunities come in dozens of flavours, not all of which are served at the same time. Investors who find an overly narrow niche to inhabit prosper for a time but usually stagnate. Those who move on when the world changes at least have the chance to adapt successfully. - Seth Klarman

[O Alquimista]

viewtopic.php?f=3&t=83288&p=1257295#p1257093
Diz-se que Larry Williams ganhou balúrdios usando este padrão.

One of the teachers who taught me musical composition began his work each day by sharpening a few wooden pencils—when they were dull, his work was done. - Adam Grimes

[O Alquimista]

...
Gráf. 2:
Fundo de Investimento Alquimia 2017 prepara-se para o primeiro movimento especulativo: compra no suporte.

Cont.
Passado: 1 - X projectou X - Y.
Presente: procurando suporte na resistência. Há quem defenda compras nos suportes.
Futuro: 1 - 2 projecta 3? 1 - X - Y projecta 3?

viewtopic.php?f=3&t=83288&p=1257194#p1256216
Etc.

Comprar (comprado) na resistência, vender (a vender) no suporte.

volatility is the price you pay for performance. - Samantha McLemore

[O Alquimista]

Cont.

Vence mais um suporte.
A projecção permanece.

Don’t catch a falling knife, wait until it lands in the ground and stops shaking before you pick it up - desconhecido