Ho John Lee’s Weblog

• Silicon Valley Could Use A Downturn Right About Now
  I think I’ve seen this movie a few times now.
  (tags: web2.0 siliconvalley technology startups vc business bubble culture)
• Message to Michael: Just Say, Well, No. | BoomTown | Kara Swisher | AllThingsD
  Kara thinks we haven’t gotten too bubbly. Yet.
  (tags: web2.0 siliconvalley technology startups vc business bubble culture)

• YouTube - A Fair(y) Use Tale
  Copyright law explained through a parody assembled from clips of Disney films.
  (tags: copyright media law publishing distribution humor parody)

• Bespoke Investment Group: ETF Cheat Sheet
  One page summary of ETFs grouped by style/sector
  (tags: etf investing finance planning)
• Piptopia - The Woohoo Timeline
  On the timeline of traders success, periods of “ho-hum” punctuated by “woo-hoo” insights.
  (tags: investing trading psychology risk management fun)

• Flash Video Player
  The Flash Video (FLV) Player can be used standalone, without the need for the Flash authoring tool. Free under CC license for non-commercial use.
  (tags: flash video free player software tools flv)

It appears I didn’t win the CNBC stock contest, ending up at +30%. The leading portfolios were something like $4-5MM, so there is a huge spread in that top 2% bracket.

• How Easily We Get Tunnel Vision • dummyspots.com
  If you have any doubt as to how easily we humans see what we want to see, and only what we want to see, watch this clip
  (tags: perception psychology trading risks science fun random)
• A Brief Primer on 130/30 Strategies - Rosenblatt Securities, January 23, 2007(PDF)
  An overview of 1×0/x0 long/short portfolio implementation.
  (tags: investment trading quantitative strategy hedgefund)

• Can the “Axis of Oil” Topple the US$?
  The “Axis of Oil” led by Russia, Iran, and Venezuela, is slowly chipping away at the US dollar’s status as the world’s “reserve currency.” Last week, the US dollar fell to an all-time low against the Euro, $1.3682 on April 27th
  (tags: economics federal reserve monetary policy forex investment trading global trends oil)
• DisplaySearch - spot pricing for LCD panels
  Regularly updated spot market prices for all sizes of LCD panel displays.
  (tags: lcd consumer electronics price data trends investment)
• Futures trading with Oscar
  Daily video analysis on ES and NQ using Oscar’s OMNI indicator, seems to be based on support/resistance and trends. “Stops are In, Emotions are Out!”
  (tags: futures stock index trading video education fun)
• BBC NEWS | Science/Nature | Power station harnesses Sun’s rays
  Solucar’s new solar thermal power plant near Seville, Spain, is 40 stories tall and generates 11MW using 600 mirrors to drive a steam turbine.
  (tags: solar energy alternative altenergy power technology trends spain travel)