Intro to Stock Trading for Programmers
Download as PPTX, PDF0 likes318 views
The document discusses a talk on stock trading that will be given at a meetup. It outlines the speaker's process for researching stocks which involves using various online tools and data sources to analyze economic indicators and company fundamentals. It then provides an overview of different asset classes like stocks, bonds, crops and minerals, and how they relate to each other through concepts like cash flow, confidence, and efficient markets. The speaker notes that initially understanding how asset classes fit together can be challenging but provides a diagram showing their relationships if one persists in their analysis.
Intro to Stock Trading for Programmers
- 1. 2012-07-19 MYCocoaHeads Klang Valley July meet-up By HwaYang Jerng. 7:15-7:45pm: Stock Trading Hi! The audience (you) as I understand it: - you write code - particularly, iOS code The Brief from Chris: talk about stock trading. Why? Probably because I blab a lot on Facebook. (Having no real friends; tend to use it as a blogging / clubbing platform). I’m currently a student. At home, all alone, figuring out computational finance.
- 2. 2012-07-19 MYCocoaHeads Klang Valley July meet-up By HwaYang Jerng. 7:15-7:45pm: Stock Trading My tool chain (developers love stacks): Google Google Spreadsheets + Apps Script + “Live” Data from Yahoo Quantitative research Qualitative research Maybank Trading Terminal Number Crunching Micro-economic info Dashboards Work Desk Macro-economic info by Excel Force MSC Berhad Going to be replaced by Intuitive research (follow • (apparently) localhost (faster) your nose / common-sense Anxious drumming of approach) • Erlang (because I want to Better data fingers learn Erlang) • Alternatively you can pay • R (because I want to learn for live data Customary head banging R)
- 3. 2012-07-19 MYCocoaHeads Klang Valley July meet-up By HwaYang Jerng. 7:15-7:45pm: Stock Trading Asset Classes (only some) (flat list) (obviously a lie, I hope): Entities of Value Tangible Untangible Love Taste Natural Synthetic Fashion Holiness Realestate Meat Produce Metal Money Cars Energy 10,000 ways to fold it Derivatives of money
- 4. 2012-07-19 MYCocoaHeads Klang Valley July meet-up By HwaYang Jerng. 7:15-7:45pm: Stock Trading Asset Classes (how they fit together, when you first start looking): They Don’t! Suckers…
- 5. 2012-07-19 MYCocoaHeads Klang Valley July meet-up By HwaYang Jerng. 7:15-7:45pm: Stock Trading Asset Classes (if you don’t give up): Stocks Property Rights Bonds Loans Crops Minerals (we require more) • Little bits of real live • (Anthropomorphism) • Food, basically. • Mostly used for businesses! • Bored money. • Also used for manufacturing. • VALUE UP when • Goes out to play. manufacturing non- • Sometimes valued just • Consumers have too • Expected to return foodstuff. because they are shiny much money to with growth. (due to legacy code in spend majority of installed • Sometimes does not • Consumers are brave Money operating systems). come home. enough to spend Supply • Once past • VALUE DOWN when curfew, generally • Money no enough assumed to be dead Cash flow P/E(uphoria) gone. == • Pandemic kiasism Confidence Ratios • Side note: • VALUED ON • Governments & • Certainty of Important businesses: underlying cash flows. Concepts • remoras / proxy • Alternative play spenders; grounds. Efficient • consumers remain at • Yields are inverse to Political Markets bottom of foodchain value Rhetoric Hypothesis “if C dies, B dies, & G • Senior “Rights” dies” • Junior “Rights” Headlines comp anies