Beastie Trading

I don’t have a trading style.  Or an investment style.  I steal snatches of ideas and rationales and entries and exits and looks and strategies and research and opinions and target prices and bear cases and I weave them into something bigger than all of them individually.

When putting together a portfolio or navigating a particular market, I sample.

In the summer of 1989, the Beastie Boys put out their legendary second album Paul’s Boutique, a masterpiece that represents the pinnacle of sampling, the art of creating something new from disparate pieces of music and snatches of audio.  Produced by the Dust Brothers, Paul’s Boutique featured a mindblowing 105 samples, combining loops, drum beats, bass lines, vocals and guitar flourishes from Led Zeppelin, Elvis Costello, James Brown, Pink Floyd, The Beatles, Isaac Hayes, Johnny Cash, Jimi Hendrix, Kool & The Gang and the Isley Brothers to name a few.  This album could never be made today due to new sampling laws that went into effect soon after its release.

This world is a better place for its very existence.

The eclecticism on display on that record has played at least some part in my own desire to use or be influenced by the best of what’s available around me in my daily life.  When putting together an investment or trading idea, I feel absolutely no compunction whatsoever about borrowing and stealing components of the thesis from as many sources as possible.

I will take the case for a company being in a position to report higher-than-expected margins for an upcoming earnings report and marry it with an ideal entry or buy price based on an exponential moving average.  The former scrap of intel may come from the sell-side research department of a bulge bracket firm, the latter may come from a swing-trading blogger who posts his buys and sells to a WordPress blog.

I may discover from a bit of Bespoke or Morningstar research that a certain industry group has drastically underperformed a broad-based market rally.  From there, maybe I find out which mutual fund manager specializes in that sector or industry and discover based on 13F filings what his favorite names in the group are and why.  Of that group, I may come up with one or two stocks that make sense to me and from there, maybe it becomes a question of relative strength or some other chart-derived measure of supply and demand.

I will take from anyone or anywhere and oftentimes I will construct actionable ideas only by weaving data and color together from a variety of sources.

Paul’s Boutique stands as one of the greatest records ever made and its tapestry of sounds and samples can never be recreated by anyone.  Fortunately, as traders and investors, we don’t have those restrictions.  If you’re doing something profitable and interesting in the market, I will sample you.  Consider it an homage.

Paul’s Boutique Sample List by Song (PaulsBoutique.Info)

What's been said:

Discussions found on the web
  1. free slots commented on May 03


    […]check below, are some completely unrelated internet sites to ours, even so, they are most trustworthy sources that we use[…]

  2. bad credit payday loans commented on May 04


    […]we came across a cool web-site that you simply might love. Take a appear when you want[…]

  3. build my list review commented on May 04


    […]that will be the end of this article. Here you will uncover some web sites that we feel you’ll enjoy, just click the hyperlinks over[…]

  4. private money lenders commented on May 04


    […]always a huge fan of linking to bloggers that I enjoy but don’t get a great deal of link really like from[…]

  5. nordfx commented on May 04


    […]we came across a cool web-site that you simply may possibly enjoy. Take a appear if you want[…]

  6. nordfx commented on May 04


    […]Here is a great Blog You might Find Fascinating that we Encourage You[…]

  7. NordFX commented on May 04


    […]although internet websites we backlink to beneath are considerably not associated to ours, we really feel they’re in fact worth a go through, so have a look[…]

  8. nordfx commented on May 04


    […]Wonderful story, reckoned we could combine several unrelated information, nonetheless actually really worth taking a appear, whoa did one discover about Mid East has got much more problerms as well […]

  9. NordFX commented on May 05


    […]Wonderful story, reckoned we could combine a handful of unrelated data, nevertheless genuinely worth taking a look, whoa did 1 study about Mid East has got a lot more problerms as well […]

  10. nordfx commented on May 05


    […]the time to read or stop by the subject material or web pages we have linked to beneath the[…]

  11. nordfx commented on May 05


    […]Wonderful story, reckoned we could combine a few unrelated data, nonetheless seriously worth taking a search, whoa did one understand about Mid East has got a lot more problerms at the same time […]

  12. XXX commented on May 05


    […]always a big fan of linking to bloggers that I adore but do not get a whole lot of link enjoy from[…]

Read this next.