{"id":1992091,"date":"2014-05-24T09:52:08","date_gmt":"2014-05-24T04:22:08","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1992091"},"modified":"2014-05-24T09:52:08","modified_gmt":"2014-05-24T04:22:08","slug":"weekly-recap-towers-abstraction-sedition","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/05\/24\/weekly-recap-towers-abstraction-sedition\/","title":{"rendered":"Weekly Recap: Towers of Abstraction and Sedition"},"content":{"rendered":"

Equities<\/h3>\n

\"world<\/a><\/p>\n

The Nifty continued its crazy ride on Modi’s rocket ship, +2.28%<\/strong> (+2.84%<\/strong> in USD terms.)<\/p>\n

\n
\n\n\n\n\n\n\n\n\n\n
Major<\/th>\n<\/tr>\n<\/thead>\n
DAX(DEU)<\/a><\/td>\n+1.44%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+0.83%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n-0.58%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+2.59%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+1.71%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
JCI(IDN)<\/a><\/td>\n-1.16%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+0.72%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+2.08%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+4.39%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
IBOV(BRA)<\/a><\/td>\n-2.26%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+0.40%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+2.28%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+3.35%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+1.85%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n
\n

Commodities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n
Energy<\/th>\n<\/tr>\n<\/thead>\n
Brent Crude Oil<\/td>\n+0.70%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n+3.79%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n-0.01%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n-0.72%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+1.41%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+2.35%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
Metals<\/th>\n<\/tr>\n<\/thead>\n
Copper<\/td>\n+0.32%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-0.01%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+1.78%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n+0.64%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+0.52% <\/span> USDJPY<\/a>:+0.49% <\/span><\/p>\n

\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
USDIDR(IDN)<\/a><\/td>\n+1.77%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n-0.35%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.07%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n-0.78%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
USDBRL(BRA)<\/a><\/td>\n+0.53%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.04%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.47%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-1.72%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-0.57%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Agricultural<\/th>\n<\/tr>\n<\/thead>\n
Cattle<\/td>\n-1.07%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+4.27%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-1.01%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-3.57%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-1.65%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-3.72%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+2.97%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n-1.91%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-2.91%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+2.06%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+4.79%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n+3.26%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-2.35%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-3.22%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-3.66%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

\"CNX<\/a><\/p>\n

Index Returns<\/h3>\n

\"index<\/a><\/p>\n

Top winners and losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
UNIONBANK<\/a><\/td>\n+25.01%<\/span><\/td>\n<\/tr>\n
DLF<\/a><\/td>\n+27.96%<\/span><\/td>\n<\/tr>\n
CANBK<\/a><\/td>\n+29.61%<\/span><\/td>\n<\/tr>\n
AMBUJACEM<\/a><\/td>\n-4.97%<\/span><\/td>\n<\/tr>\n
SUNPHARMA<\/a><\/td>\n-4.76%<\/span><\/td>\n<\/tr>\n
GODREJCP<\/a><\/td>\n-4.45%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nDLF: dinged before elections for fear of Modi victory, panic buying after elections on Modi victory. Did somebody say class-action lawsuit<\/a>?\n<\/div>\n<\/div>\n

ETFs<\/h3>\n
\n
\n\n\n\n\n\n\n\n
PSUBNKBEES<\/a><\/td>\n+14.93%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+9.12%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+8.34%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+3.30%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+2.35%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-5.57%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nGold? What gold? Get me some PSU banks!\n<\/div>\n<\/div>\n

Investment Theme Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Market Fliers<\/a><\/td>\n+21.11%<\/span><\/td>\n<\/tr>\n
Magic Formula Investing<\/a><\/td>\n+11.41%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+11.30%<\/span><\/td>\n<\/tr>\n
Momentum 200<\/a><\/td>\n+10.10%<\/span><\/td>\n<\/tr>\n
Growth with Moat<\/a><\/td>\n+9.69%<\/span><\/td>\n<\/tr>\n
Consistent10*<\/a><\/td>\n+9.47%<\/span><\/td>\n<\/tr>\n
Long Term Equity*<\/a><\/td>\n+8.85%<\/span><\/td>\n<\/tr>\n
Balance-sheet Strength<\/a><\/td>\n+8.79%<\/span><\/td>\n<\/tr>\n
IT 3rd Benchers<\/a><\/td>\n+5.09%<\/span><\/td>\n<\/tr>\n
Market Elephants<\/a><\/td>\n+4.87%<\/span><\/td>\n<\/tr>\n
Enterprise Yield<\/a><\/td>\n+4.11%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+3.87%<\/span><\/td>\n<\/tr>\n
Efficient Growth<\/a><\/td>\n+3.18%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nThe Modi wave continued to lift all boats…\n<\/div>\n<\/div>\n

Sector Performance<\/h3>\n

\"sector<\/a><\/p>\n

Yield Curve<\/h3>\n

All quiet on the western front.<\/p>\n

\"yield<\/a><\/p>\n

Advance Decline<\/h3>\n

\"advance.decline.line2.2014-05-16.2014-05-23\"<\/a><\/p>\n

Thought for the weekend<\/h3>\n
\nGeeks have deep isolationist tendencies. They build an early affinity with machines and programs. They sense that programming is the ultimate in world-building, and what\u2019s more, it\u2019s executable! They build elaborate towers of abstraction. They are drunk on the clean rationality of the world that the machine and they have built and understand.
\n 
\nThe world of humans is messy, unpredictable, and \u2014 this is the part that infuriates you the most, the part you simply don\u2019t get, the part that will forever make you an outsider \u2014 unreasonable. Humans are unreasonable.\n<\/div>\n

Source: Why technologists want to secede<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities The Nifty continued its crazy ride on Modi’s rocket ship, +2.28% (+2.84% in USD terms.) Major DAX(DEU) +1.44% CAC(FRA) +0.83% UKX(GBR) -0.58% NKY(JPN) +2.59% SPX(USA) +1.71% MINTs JCI(IDN) -1.16% INMEX(MEX) +0.72% NGSEINDX(NGA) +2.08% XU030(TUR) +4.39% BRICS IBOV(BRA) -2.26% SHCOMP(CHN) +0.40% NIFTY(IND) +2.28% INDEXCF(RUS) +3.35% TOP40(ZAF) +1.85% Commodities Energy Brent Crude Oil +0.70% Ethanol +3.79% … <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[987],"class_list":["post-1992091","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-weekly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1992091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=1992091"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1992091\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1992091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1992091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1992091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}