Market watcher, investor.

I'm not an expert at trading. However, I am an expert at having opinions. I try to read the market. The market is often wrong. The market is always right.

ALL CONTRIBUTIONS

E The Bitcoin Bubble Will Burst. Then It Will Go Back To Exponential Growth
1. Bitcoin is ideal money. 2. It's been on an super-exponential growth since 3/23/2017. This is not sustainable. 3. However, there're strong reasons to believe it can sustain exponential growth for the foreseeable future.
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Why QE3 Is Still Not Coming
I dug up the TIPS and CMT data and realized the Fed has a very specific focus: the five-year inflation expectation in the market, in the form of CMT-TIPS. But the recent history of Fed action clearly shows the five-year data point is a good proxy.
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STOCKS I FOLLOW

AAPL Apple Inc.
BND Vanguard Total Bond Market ETF
C Citigroup Inc.
CNY Market Vectors-Renminbi/USD ETN
DIA SPDR Dow Jones Industrial Average
EWJ iShares MSCI Japan Index Fund
FXF CurrencyShares Swiss Franc Trust
GLD SPDR Gold Trust ETF
GM General Motors Company
GS Goldman Sachs Group Inc.
QQQ PowerShares QQQ Trust Series 1
SPY SPDR S&P 500
TIP iShares Lehman TIPS Bond Fund
XLF Financial Select Sector SPDR
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TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Consultant
HSBC
May 2016 - Present (4 years 3 months)

Quant developer/BA for a risky bond integration project.

Partner
Private Hedge fund
April 2010 - May 2016 (6 years 3 months)

Algo trading in US equities.

VP Derivatives IT/Risk/Analytics
Citigroup
April 2006 - February 2010 (3 years 11 months)

Education

Stanford University
Postdoctoral
1993 / 1994
Chemical Physics
Michigan State University
Postdoctoral
1992 / 1993
Chemical Physics
West Virginia University
PhD
1987 / 1992
Chemical Physics
Chinese Academy of Sciences
MS
1983 / 1986
Chemical Physics
Nankai University
BS
1979 / 1983
Chemistry

Publications