Tag: finance
-
Bond Market Vigilantes

Knights of the Old Republic In the before times, people actually cared about the government deficit. Which may seem hard to believe now (see below). For a brief moment there was even a surplus during the late 90’s. Fiscal discipline is one of those quaint ideas right out of a Ken Burns documentary. However, ideas…
-
Web Scraping Data in Python

The internet is a gold mine for data analysts. Whether you are using google trends to identify search patterns, social media postings to judge sentiment, or analyzing company data for a potential investment, it’s all there. The only problem is turning the data into a usable format. HTML (Hypertext Markup Language) is the language that…
-
Trade Idea: Long Tankers

Disclaimer: This blog is for entertainment purposes and should not be taken as investment advice. Consult an investment professional before making investment decisions. I do not hold any certifications or licenses that allow me to give such advice. Secondly, here at alexnoonan.com we believe suckers get what they deserve. If you make a trade or…
-
Getting Started with Python for Data Science

I have received my share of unhelpful advice such as: follow your dreams, don’t eat eggs, and eat eggs. However, the most repetitive and annoying thing that I am told to do is “learn to code.” I would bet that most of the people that say learn to code do not know how to code…
-
Unfunded Pensions

The above picture shows the funding percentage of our Nation’s public pensions. not a pretty picture. As if our country needed another complex divisive issue to tear us apart. This is a financial crisis that could have a greater impact on the country relative the student debt “crisis”. Yet it is largely ignored by the…
-
Crap Denominated Bonds

History doesn’t repeat itself but it often rhymes Mark Twain allegedly The Malthusian Trap is an idea from Thomas Malthus regarding population levels and food supply. He contends that populations will grow to in excess to what the food supply can support and the result will be starvation and population decline. History also shows that…
-
The Way of Volatility

“If you know the Way broadly you will see it in everything.” Miyamoto Musashi We all must follow some form of “The Way” Volatility in financial terms can be (imperfectly) summarized as change. There is expected change and unexpected change. To be “long volatility” is to bet that change will be greater than expected. Generally…