Principal Performance Engineer

I was born in USSR. After graduation from college worked full-time as an IT specialist. Moved to US in 1996 and started investing in 1998. I had an extremely successful 1998 and 1999, very bad 2000 and 2001, then recovered. I mostly invest in what I know, which means mostly high tech ... more

ALL CONTRIBUTIONS

Trump Won. Now What?
During democratic presidencies stocks grow much better than during republican.
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Tell Warren Buffet: I Can Sleep On His Matress
Buffet said Berkshire Hathaway is sitting with billions in euros and it would be better off stuffing it in a mattress if he could find someone to sleep on it. Well, I'm his man.
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Why I Bought PayPal
I bought PayPal (PYPL) yesterday. Wanted to buy this great company for a long time, but didn't like the price. Now it looks like the price is ok.
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Is It Really China?
Was this sell-off caused by China? Or maybe there are other forces in play?
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Trading Around
Trades like these are the only way to make money in the current market.
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E Greece And The Price Of Oil
Why the current drop in the price of oil has nothing to do with Greek default.
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Comments

Latest Comments
Will A UK/US Trade Deal Really Benefit UK?
9 months ago

There will be no US/UK deal until #Brexit is finished. Until then, UK will stick to EU rules. And Brexit is at least 2 years in the future. And we don't know if it's hard (full split) or soft (remaining in free trade zone) split. In other words, any speculation on US/UK deal is way premature.

3 Reasons This Rally Won’t Last
2 years ago

There is one reason this rally can last: Santa Claus. No, we don't have year-end rally every year, but we do most time. I don't think this year is an exception. I'm not selling into this rally, not until week before Christmas.

In this article: IBB
2014: My So-So Year
2 years ago

Current European positions:

ARMH, EADSY, HSBC, LRLCY, NSRGY (retirement account only), SAN

Usual disclaimer: I don't recommend anything, just communicating what I do.

In this article: DCIX, PII
Will Raising Interest Rates Help Russia?
2 years ago

If oil remains below 60, ruble has more downward pressure. Russian Central Bank is not independent. It raised rates, true. But on other hand, it bailed out several banks already and participated in shadow scheme to finance Rosneft: "somebody", bought 625 billion ruble worth of notes (more than $10 billion at current exchange rate), and the next day Central Bank started accepting these notes as collateral. That day (Dec 16) ruble collapsed and only several interventions kept it afloat. More bailouts and shadow financing schemes are on the way.

Taper Talk Is Back – It’s Not Going Away This Time
4 years ago
And why Yellen would be forced to taper? I don't see any reason.
The Bank Guarantee That Bankrupted Ireland
4 years ago
Leaving Eurozone has huge costs. Not sure Ireland can afford them. As for public banks, probably too late. Government could outright nationalize bailed out banks (like in Sweden), clean them up and sell. Sure it would cost less than bailout did. Or run them through prepackaged bankruptcy (like GM and Chrysler in US). Wipe out shareholders, replace management, clean up unsecured debt for cents on the Euro and guarantee everything else. Public banks? Bad idea, mixing politics and business.
1 to 6 of 6 comments

STOCKS I FOLLOW

ACP Avenue Income Credit Strategies Fund
AMBA Ambarella Inc.
DSW DSW Inc.
EADSY Airbus Group
EZU iShares MSCI EMU Index Fund
FB Facebook Inc
GOOG Alphabet Inc. (Google)
HSBC HSBC Holdings PLC
MMM 3M Company
NCV AGIC Convertible & Income Fund
NCZ AGIC Convertible & Income Fund II
NHF NexPoint Credit Strategies Fund
NMZ Nuveen Municipal High Income Opportunity Fund
NRO Neuberger Berman Real Estate Securities Income Fund Inc
PII Polaris Industries Inc.
PYPL PayPal Holdings, Inc.
RTN Raytheon Company
SAN Banco Santander S.A.
SYNA Synaptics Incorporated
TWTR Twitter Inc
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TWEETS

LATEST ACTIVITY

Alex Filonov
aavst И к какой же девице завалился?
Alex Filonov
VictorKvert2008 apiontkovsky Не сумел организовать встречу с Трампом?
Alex Filonov
CNN Nice. Two birds with one stone.
All Posts

PERSONAL BLOG

Latest Posts
Market Is Down. Now What?
I thought that Wednesday intra-day drop of more than 500 Dow points is a capitulation. Maybe even THE capitulation. Which signifies the end of bear market and a start of a new bull one. But there is one interesting fact which goes against it.
Lousy Year
The only bright things in 2015: Althabet (GOOGL), Facebook (FB), Raytheon (RTN​) and muni bonds.

Work Experience

Principal Performance Engineer
Oracle
June 2014 - Present (3 years 6 months)
Business Consultant
TCS America
January 2010 - June 2014 (4 years 6 months)
Senior Systems and Database Administrator
TCS America
November 2006 - February 2010 (3 years 4 months)

Education

Tambov Institute of Chemical Engineering, Russia
Bachelor of Science

Publications