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Stocks

Strangle update: booked some puts, still hold calls

I bought a 2850/2900 November strangle on Friday, as per my last post, for Rs. 500 total. I’m in Delhi on a week’s holiday so I placed some orders ...
Commentary

Readings: Shorting oneself, and No Loan For Google

Michael Lewis: This hedge fund manager tried to short himself As the trading room filled with smoke, and acquired that only sweet smell I know that is not ...
Charts & Analysis

Strangle Trades: Very interesting results

I have been looking at Nifty strangles for a while and the results seem to be very encouraging. Essentially it’s about buying an option strangle – ...
Opinion

Mayhem on the bourses!

What madness. Sensex closes around 8600, Nifty at 2550. We haven’t seen these levels for a long long time now, have we? We are now down 40% in a month. ...
Charts & Analysis

Stopped out!

I got stopped out of my long Nifty trade this morning – the Nifty was down only 4% then. That’s a loss of around 25% net, reasonably huge for me, ...
Charts & Analysis

Systems or discretion?

Weird thing. Our systems – which end up being short or long, depending on the trend,are doing wonderfully in these markets. In the last couple weeks, we ...
Commentary

ECB Rules Relaxed: RBI

RBI has relaxed the ECB regulations in a notice posted today: 3. Henceforth, ECB up to USD 500 million per borrower per financial year would be permitted for ...
Charts & Analysis

The Long Position Update

A commenter recently said I haven’t been talking much about my long positions, presumably because they’ve gone rotten? I certainly am guilty of ...
Commentary

Lending rate news, and signs of bullishness?

TED Spread at 2.57, way below the highs of 4.5 or so. Still, a little high, but should get better. 13 week treasury bill yield at 1.24%, which means people ...
General

So FCCBs do hurt, or do they?

A follow up from my post “The Falling Rupee and the FCCB problem” (Sep 11, 2008). ET confirms that this is indeed showing up in results. ...