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Subject: Capital Market Wiki

A semantic wiki, based on Capital Market Taxonomy, designed to assist collaborative research on capital market topics. See: http://www.capital-market-wiki.org/wiki/index.php?title=Main_Page

Post Modern Security Analysis

Crowdsourcing opinion is not factual research

A typical stock report

Post Modern Security Analysis calls for facts, not opinions. Collaborative research, not the crowdsourcing of opinion, is required.

A tsunami of raw, unanalyzed open source information now overwhelms the market, calling for new tools and new ways to motivate researchers.

To this end, Capital Market Wiki has tweaked the Wikipedia model, added a semantic structure and built-in incentives, and has created a system for collaborative investment research.

Post Modern Security Analysis

The heroic, solitary analyst is long gone

The solitary, heroic security analyst is long gone ...

The old-fashioned, heroic security analyst, working alone in a dark room with a stack of annual reports, in a snow-bound house in Omaha, far from Wall Street, is less likely to solve investment riddles today, than fifty years ago.

The analyst of the 21st century must be ready to engage in collaborative research. The future lies in modern knowledge handling technology, including OSINT techniques, crowdsourcing, wiki software, and capital market taxonomy.

Post Modern Security Analysis

New technology in investment research

3 Days of the Condor [Blu-ray]

Open source intelligence techniques (OSINT) are useful in mining investment information on the Internet. OSINT has well-defined procedures developed by government intelligence agencies like the CIA and MI5.

Capital Market Wiki is a new tool for collaborative investment research, based on OSINT methods and Capital Market Taxonomy.

The objective is to develop actionable investment intelligence from the vast sea of free, unfiltered raw information now available.

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Featured articles on inside pages

Stock buybacks

The Stock Buyback Era evaluated

The buyback era began when the SEC allowed issuers to manipulate prices to give value to executive options. Stock buybacks since 1982, in 2008 dollars, total $5.77 trillion. More ...

Securities Analysis

Intrinsic value

The target of classical security analysis is 'intrinsic value', a fuzzy concept defined as the value justified by the facts. Now, there may be too many 'facts' while prices exceed 'intrinsic value'. More ...

US Politics

President Obama and the Lincoln Bible

The Crash of 2008 put Barack Obama in the Oval Office and was the culmination of two secular financial trends. Americans now have an untested, inexperienced leader, with strange radical friends and a leftist deficit spending agenda. More ...

US equities

Professor Siegel’s Epiphany

The topic "Baby Boom — Baby Bomb?" was debated by Michael Milken and Professor Jeremy Siegel in April 2006. This debate was featured in BusinessWeek in the article, "When Boomers Cash Out: A buy-and-hold legend sees tough times ahead." Professor Siegel is the guru of the Common Stock Legend.
More ...

US Bonds

The collapse of the dollar and US bonds?

The extreme spending of the Obama government, combined with irresponsible bank lending policies promoted by Barney Frank and Chris Dodd, portend rising interest rates, the collapse of the bond market, and the end of dollar supremacy. More ...

World Economy

What Is ‘International Liquidity’?

It used to be that the term 'international liquidity' meant the relative amount of resources available to a nation's monetary authorities that could be used to settle a balance of payments deficit. In the days of the gold standard, this would mean access to gold that could be used to redeem a nation's currency held by foreigners. More ...

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Capital Flow Watch has hundreds of articles on economics and investments.

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Stock Quotes

DJIA11444.08  chart +0.08%
NASDAQ2578.98  chart +0.06%
S&P 5001225.85  chart +0.39%

Ftse 1005875.35  chart +0.21%
Dax6754.20  chart +0.29%
Cac 403916.73  chart -0.00%

Nikkei 2259625.99  chart +2.86%
Hang Seng Index24876.82  chart +1.39%
Straits Times Ind3240.31  chart +0.48%

Eur To Usd1.40  chartN/A
Usd To Jpy81.28  chartN/A
Gbp To Usd1.62  chartN/A

2010-11-05 16:03