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    Tuesday, November 24th, 2009
    3:13 pm
    8:53 am
    А мы будем сегодня рубиться в Left 4 Dead 2! Месиво! Хахааха1


    Если кто не в курсе - там в мультиплейере можно играть и за зомби и за людей.
    Friday, November 20th, 2009
    5:26 pm
    Крутая байка
    Из книги, которую скоро выложу.

    The Hudson corner

    It is a curious fact that in nearly all “corners” with which
    the Commodore was connected, he was on the defensive, and
    seldom the aggressor at the beginning of the fight. He was
    always placed in such a position that he had to fight hard to
    defend his property, or let it go to the dogs.
    Buying stock in Harlem was his first venture in railroad
    transactions. He bought it as an investment. This was in
    1863. Thirty years prior to this he bad been requested to go
    into Harlem, but he declined, ironically remarking “I’m a
    steamboat man, a competitor of these steam contrivances that
    you tell us will run on dry land. Go ahead. I wish you well,
    but I never shall have anything to do with ’em.”
    When the Commodore went into Harlem it was selling at
    eight or nine dollars a share. It had been down as low as
    three dollars about the time I arrived in Wall Street. He put
    some money in the road, began improvements and the stock
    soon rose to 30. Many people predicted that the Commodore
    would lose all the money in railroads that he had made in
    steamboats.
    The stock, however, gradually rose to 50, and speculators
    began to perceive that there was some inside movement going
    on. This was made apparent when one day in April, 1863, the
    Common Council of this city passed an ordinance authorizing
    the Commodore to build a street railroad down Broadway
    to the Battery. So Jake Sharp’s enterprise was not original, as
    the Commodore was over twenty years ahead of him.
    The Common Council were not immaculate in those days
    either, though the Jaehnes and Waites escaped punishment.
    They basely deceived the Commodore after taking his money;
    but he punished them severely. As soon as the franchise was
    granted, Harlem advanced to 75, and the Aldermen began to
    sell it “short.” They thought they had the Commodore fast in
    their clutches, and took their friends into the secret. They
    expected to sell enough of stock to make several millions.
    Their plan was to sell “short” all that the market would take,
    and then repeal the ordinance, which would cause the stock
    to drop probably below 50. Drew was one of the great bears
    in this deal with the Aldermen.
    The Commodore got wind of the scheme, went on buying,
    and got others to help him, taking all the “shorts” that were
    offered. The operators had soon sold a great deal more
    Harlem stock than there was actually in existence. There
    were 110,000 shares of Harlem. When the Aldermen and
    their friends thought they had made millions, they repealed
    the ordinance, and Judge Brady, in the Court of Common
    Pleas, at the same time issued an injunction prohibiting the
    laying of rails on the Broadway road.
    Everybody thought that the Commodore was hopelessly
    ruined. Harlem stock, however, dropped three points only, to
    72. This created surprise among the Aldermen and the bears.
    They thought it should have dropped to 50. The “shorts”
    went into the market for the purpose of covering. Harlem
    ascended with amazing rapidity to 100, to 150, to 170 and
    finally to 179. The Common Council were obliged to make
    their final settlements at the last figure. The Commodore had
    all the stock. The Common Council lost a million, and their
    friends, whom they had advised to sell “short,” lost several
    millions. The Commodore “raked in” five or six millions, and
    went on his way rejoicing and improving Harlem, having now
    taken “Bill” in with him as vice president.
    3:42 pm
    Про дефолт Украины
    Тут сегодня прокатилась волна, что типа мол все, пиздец. Проясняю:

    Укрзализныця не запалтила по долгу барклайзу амортизацию, у народа сразу возник вопрос про кредит дойче с гос гарантией. Типа если там есть крос дефолт, то дойче может сейчас потребовать кучу бабла у Украины которого у нас нет. Но вродебы народ разобралися, и якобы кредиты не связаны потому, что долг перед барклайзом не именно у укрзализныци, а у какого-то SPV, потому крос дефолта нет. Можно все покупать.. .

    Кроме того, Дойче никогда бы не пошел на такое и по экономическим и по политическим причинам.

    Спите спокойно :)
    Thursday, November 12th, 2009
    5:16 pm
    Goa update
    We've travelled quite a lot around Goa now. At first we wanted to stay ~ 1 week in south Goa and one week in north, but north Goa sucks so hard that we came back to Palolem. Palolem is definetly the best place here unless your purpose of coming to Goa is consuming large amounts of drugs. If only there were less arrogant and offensive russians here. See ya!

    Oh and by the way, I got some SPY calls before i left, ha ha!
    Saturday, November 7th, 2009
    5:57 pm
    Hi from Goa
    We made it here this morning. It's real tropical paradise and everything is absolutely zaebis here :)) Maybe I'll post some photos tomorrow, or maybe i'll be to lazy to do that. See ya.
    Thursday, November 5th, 2009
    12:23 am
    Tuesday, October 27th, 2009
    6:24 pm
    (совсем оффтоп) Интересно. Про мозг.
    Чисто случайно на каком-то новостном сайте сегодня видел заметку о том, что если человека поместить в камеру где он ничего не чувствует никакими органами чувств через некоторое время у него начнутся галлюцинации. Решил погуглить вопрос и нашел некоего John C. Lilly http://en.wikipedia.org/wiki/John_C._Lilly , который придумал такую камеру в 53 году и провел там кучу экспериментов. Короче, очень интересный дядька, очень много експериментов проделал для изучения мозга человека (и не только), начиная с очень научных вещей и влоть до того, что общался с дельфинами под действием ЛСД (всмысле он под ЛСД, не дельфины). Такой чувак не мог меня не заинтересовать и я попробовал найти его книги. Первой удалось скачать автобиографическую "The Scientist". Книга начинается с того что он детально рассказывает о своих ощущениях в утробе матери, при рождении и так далее :). Надеюсь там увидеть еще много интересного, но пока приведу такой кусочек:

    (он научился без серьезного вреда вставлять в мозг обезьянам электроды на любую глубину, считывал с них сигналы, и посылал через них сигналы в мозг. Так со временем были составлены карты областей мозга, какая за что отвечает, итп. Отличали "позитивные" и "негативные" области путем предоставления обезьянке возможность выключить/включить воздействие. И вот:

    It was found that in male monkeys there were separate systems
    for erection, for ejaculation, and for orgasm. With an electrode
    in the separate orgasm system, the monkey would
    stimulate this region and go through a total orgasm without erection
    and without ejaculation. Given the apparatus by which he
    could stimulate himself once every three minutes for twenty-four
    hours a day, the monkey stimulated the site and had orgasms every
    three minutes for sixteen hours and then slept eight hours
    and started again the next day.

    Хаха, вот это жизнь :)))

    Апд: Эти находки быстро спиздили военные, прицепили к мулу электронный компас с электодами в мозг, который заставлял мула идти строго в заданном направлении по любой местности и мог управляться с расстояния (речь я так понимаю о 50-х годах)
    10:04 am
    Monday, October 26th, 2009
    8:52 am
    Заработал на пирамиде, ага...
    http://www.bloomberg.com/apps/news?pid=20601087&sid=aap2L9Frh4wU

    Oct. 26 (Bloomberg) -- Jeffry Picower, the philanthropist alleged to have withdrawn more than $7.2 billion from Bernard Madoff’s investment company, was found dead yesterday at his home in Palm Beach, Florida, according to police.
    8:47 am
    Saturday, October 24th, 2009
    1:14 am
    Раз уж говорим о открытости
    В развитых капиталистических странах народ еще в 18 веке понял что акционерные общества - отличный способ финансировать крупные рисковые проекты. Сначала это были торговые экспедиции через океан, потом с индустриальной революцией финансировали строительство механизированных шахт, заводов, потом железной дороги.
    Естественно, там где много чужих денег - там раздолье для кидалова. Потому были придуманы всякие GAAP, и уже в первой половине 19 века квартальная отчетность по GAAP, проверенная независимым аудитором, была обязательным условием листинга на бирже. Так вот государства, блять, до сих пор нифига не отчитываются по GAAP, даже США. Потому как если включить в обязательства их обещания по medicare, social security - то сразу очевидно что страна банкрот и обслужить это все у нее шансов нет. А если не включать - то вроде бы и нормально...
    1:01 am
    Норвегия опубликовала всё...
    http://www.nytimes.com/2009/10/24/business/global/24tax.html?partner=rss&emc=rss

    Взяли и выложили в открытый доступ базы с данными сколько у кого денег, кто сколько зарабатывает, кто сколько платит налогов...

    Есть минусы, конечно. Например, преступникам теперь легче находить цель, но в целом, лучше больше открытости чем меньше, имхо.
    Monday, October 19th, 2009
    8:55 am
    Пандорум
    Очень крутой фантастический ужастик! Маст си.
    Thursday, October 15th, 2009
    10:55 pm
    Empire of wealth
    http://www.megaupload.com/?d=4PXYQTAX

    В своем дальнейшем стремлении лучше понять как работает мир ударился в... историю! :)

    Книга о истории США с сильно экономическим уклоном. Почему одна страна сейчас доминирует над остальными практически во всех мыслимых аспектах - экономика, политическое влияние, культура, итд, итп?

    Ответы найдете внутри. Как по мне, очень интересно, хотя я еще не дочитал.
    8:31 am
    Ооо я тут посмотрел про региональные выборы в России
    http://drandin.livejournal.com/ - вот пару ссылок

    Видео




    Как все знакомо. Только админресурс там еще посильнее даже чем у нас при Кучме. Раза в два.
    Wednesday, October 14th, 2009
    12:11 am
    Ха-ха, мне реально нравится эта книга
    Running Money (прошлая цитата тоже оттуда)

    http://www.megaupload.com/?d=CODSVYBQ

    Интересная книга чувака у которого хедж фонд, который старается инвестировать в растущие компании с огромным потенциалом, типа 10 раз. Сама по себе достаточно интересная и глубокая, при этом ее особенно приятно читать благодаря искрометному инвестиционному юмору, фразочкам типа "Every sell side analyst has an opinion and an ass hole, and I don't want to hear any of that.

    Или

    - Is some kind of zoo!
    - Yup, but I'm not sure which side of the cage we're on

    Или вот, автор спрашивает у директора тайваньского завода почему американские компании не могут делать компоненты для чипов в японии:

    “But aren’t the Japanese renting out their spare fab capacity?”
    Chang started laughing hysterically. “That’s funny.”
    “What is funny?”
    “Mr. Kessler, have you ever negotiated with the Japanese?”
    “No, can’t say I have.”
    “Well, here is how it goes. You fly in, and they meet you for
    dinner. Sushi, shabu-shabu, whatever that silly stuff is they eat.
    Then you go to a geisha bar and drink lots of American whiskey.
    The next day, they are bright-eyed and your head hurts. Then they
    take you on hours and hours of tours of their facilities. Then you
    get put in a conference room with some smiling low-level drones,
    and they just nod as you talk. You ask them for some specifics on
    price, and they look at one another, shake their heads and do that
    sucking sound. I can’t stand that sucking sound, lots of air rushing
    past their teeth. It is like, what do you Americans say, fingernails
    on a chalkboard.”
    I was starting to enjoy this.
    “Then it’s back to your hotel and you meet them for another
    dinner and more Asahi Super Dry and more geisha bars and two
    fingers of Jack Daniel’s. The next day, you come in and ask for
    someone in charge instead of those smilers. You’ve got a flight at
    seven and need to check out and get your bags. You figured some
    deal would be wrapped up by now. They say, ‘So solly, plesident of
    division vely busy, no can meet till rater.’ Some more air sucking
    and you are ready to hit someone. Finally, some gray-haired guy
    comes in with contracts, saying, ‘You sign here.’ You can’t figure
    out what the hell the contracts say, the numbers don’t add up, but
    you were told by your boss not to come home without a contract.
    Another night of ugly geishas and Wild Turkey would kill you, so
    you sign, what the hell, it’s not your money.”
    “Someone must be patient enough to get decent contracts,” I
    said. I didn’t want to interrupt, this guy was on a roll.
    “Maybe, but remember, those Japanese companies like Toshiba
    and Hitachi and Matsushita make chips too. They are your
    competitors. Why use them? The day demand picks up, you’ll sit
    around waiting for your wafers to show up while they are shipping
    their own chips like mad.”
    Tuesday, October 13th, 2009
    7:09 pm
    Цитата на память
    “So, I did enjoy how you positioned C-Cube,” Bill told me.
    “Bill, since this deal is over, I’ll let you in on a little secret, if
    you keep it to yourself.”
    “Sure.”
    “I’m pretty lazy.”
    “I’m not so sure of that.”
    “Look, I spent a few too many years at Morgan Stanley working
    with Frank Quattrone.”
    “I remember.”
    “I would get calls in the middle of the night, on weekends, on
    vacation, demanding input on positioning companies for IPOs.”
    “So?”
    “Well, getting tired of this, I finally figured out that you can
    position every company the same way.”
    “The same?”
    “Sure. You remember my suggestion for C-Cube.”
    “Of course, you told me that a salesman or broker has 30 seconds
    and three bullet points to pitch our deal. So we need to provide
    that in our positioning.”
    “Right. But I figured out that the bullet points are always the
    same.”
    “Always?”
    “Sure. Bullet one is a large market, as Don Valentine says.”
    Don Valentine ran Sequoia Ventures and first made his mark funding
    Apple Computer. His golden touch didn’t stop—he funded
    Cisco and Sierra Semiconductor. He was also chairman of C-Cube
    and sitting across the table.
    “Bullet two is an unfair competitive advantage, and bullet
    three is a business model leveraging that unfair advantage. I just
    fill in the details company by company.”
    “It’s ‘monster market,’ ” Don Valentine threw in. Shit, I didn’t
    realize he was listening.
    “Excuse me?”
    “Listen, if you are going to quote me, at least get it right. It’s
    ‘monster market,’ that’s what I look for. Puny little $100 million
    markets don’t interest me; I like the ones that are monster in size.”
    “Bill, what I meant to say is bullet one is a monster market, as
    Don Valentine says,” I corrected myself.
    “That’s better.” Don Valentine endorsed my stealing his
    words, with attribution, of course.
    While not even dreamt of when Valentine invested seven years
    earlier, C-Cube was making a killing selling video chips into the
    Chinese market in 1994. They had a $40 chip that turned a Sony
    or Panasonic CD player into a $100 video CD player that you
    plugged into your television. They sold five million of them in the
    first year, and as prices dropped, they sold 20 million plus the next
    year. In China, you can buy most any movie for a buck or two, all
    of them pirated. Stores that looked like Blockbuster Video were
    popping up in every Chinese city, filled with copies of first-run
    movies on CD. Chinese intellectual property rights laws were
    enforced like jaywalking is enforced in Manhattan. A $40 chip
    and almost free movies, that’s about as monster a market as you
    can imagine.
    2:18 pm
    История
    Первая биржа акций была создана в Амстердаме в 1602 году.
    http://en.wikipedia.org/wiki/Amsterdam_Stock_Exchange
    Первая торгуемая компания Dutch East India Company
    http://en.wikipedia.org/wiki/Dutch_East_India_Company

    Шорты, леверидж, памп энд дамп, корнеры итп. были изобретены в 17 веке!

    В 17 веке!!!!
    Wednesday, October 7th, 2009
    10:42 am
    Steenbarger о заядлых контрарианах
    Certain traders I've observed seem to be habitual contrarians. If the market is screaming higher and looking like a trend day to the upside, they're looking for places to sell. If the market is slow and rangebound, they're hunting for the next breakout move.

    Instead of identifying what the market *is* doing and following that, habitual contrarians try to anticipate the *next* move. Interestingly, that next move is generally something different than the market is presently doing.

    Habitual contrarians are trading a need to be right: a need to make big market calls. They are engaging in trading to feed their ego, not build their account statements. It isn't enough to go for the high probability trade; they want to call the turn or break.

    Many, many good trades are decidedly unsexy. They involve buying pullbacks in an uptrend or fading low volume moves to a range extreme. Successful traders subordinate ego; in their dance with markets, they don't need to lead.
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