ABOUT

Update: I am also on tradingfloor.com

 
How I blog
My idea is to curate content mostly from blogs, investment bank research, think tanks, academic journals and the big orgs like IMF and CBs for stuff that I believe is timely and/or interesting. My background as a derivatives broker and a journalist hopefully helps in selecting insightful, entertaining and value-adding articles. 

What are the price drivers? The consensus view is easy to find out, but how about the next big idea or the quiet signals that have not yet surfaced? I hope I can help you with these questions, at the same time trying to understand just a little bit more myself. Just a little bit more, just a little bit before everyone else.

My standard posts follow a regular format: 

1. A short editorial and a summary of the post's contents
2. Regular links (news roundups, daily market reviews, option volatilities etc.) 
3. Links with headline, source and a summary

I try to categorize the links to sections like  Euro Crisis, ECB, FED, Emerging, Diversion. I mark the most important links with a red or yellow highlight. The stuff I have added to the post later are highlighted with cyan - this usually happens with the Weekender posts. 

Regular features
During weekends I post a Weekly Support that has links to reviews of the ending week and a preview of the next week. Another regular is the Weekender that has more links to off-topic stuff and longer background articles. Best of the Week-post collects all the "best" links from the previous week's postings. Sometimes I post regularly updated linkfests: LTRO: The Ultimate Collection (featured in Financial Times!) OWS, UBS Rogue Trader and Steve Jobs are notable examples. Occasionally I even post my own or friends' work just to show off, like this VaR presentation. 


Why I blog
I begun writing this blog on July 20th 2011 because I have too much time (I am underemployed) and want to make sure I follow the markets. It is one thing to state that you are following the markets and quite another to actually being able to show something for it, something like this blog perhaps. This crisis is the greatest show on earth, and I am having hell of a time watching this. I hope some of you are enjoying this blog as well.

If you like what you see here, do me a favor and follow me on Twitter, Facebook or email me and spread the word that there's a new guy in blogosphere. I'm all ears for requests and comments.

Ilmaista työtä bulleroiden parhaaksi jo vuodesta 2011.

About me
I'm looking for work, but there are limits to what my sensibilities allow - 90% of finance is crony. If you feel bad about what you do, stop it, right now. If not, contact me at noproblemanon at gmail.com.
 

I am 40 with a work history in derivatives sales and journalism and education in business and computational finance. A diverse bookshelf of three cubic meters and gigabytes of pdf's. Family man and a lover of games. Poker, chess and go are fun. Civilization, Portal and Deus Ex are even more fun.

• Follow the money
• There's always a guy in the closet - shoot first
• The worst-case scenario will eventually happen
• Being right in the end usually requires being in a minority for a long time
• Never trust a politician with pompous catchphrases or terminology (stability, solidarity, etc) 
• It is not going to be different this time, whatever they try to tell you.
• When markets try to tell you something, do not blame the markets nor go to denial. The markets will keep coming back, until you fall down.
• When it looks it might not work, it will not work.
• Ideology or idealism are not good substitutes for common sense and sound theory.