RE:RE:Retrospective for Cascadura - vis a vis Royston-1 Test#2 Lurk & Learns + Taffy:
Can't believe the numbers of "readers" on my two posts this morning. And with (only) one like! Does that mean that the shorters hate me?Maybe it is the Omnicom variant? Who knows!
Anyways......Taffy, based on a plethora of what I call negative vector events (aka headwinds), that PB has to address, I would think that if the (alleged) 9% short position is one such event, ALL data of possible benefit to (e.g. purloiners looking for a "drop dead extrication date" ) get put into a deep lockdown. As this is war for survivial? Is a hedge fund or major looking for a "take under" ?
Other considerations on the (vector) list is the Omnicom variant....tax loss selling, rising interest rates, Covid, political bravado, and the list of (weasel clauses) in the QTRLY reports or NI 51-102; not rure what size is ascribed to each in in a "vector" analysis; but one thing is for sure, NORMALLY, tight data control and well timed release triumphs. I like (post March 31st) NR stance that appears to "under promise and over deliver"; or for the benefit of the Trini Carib Crowd, "Gloating Light".
Is that enough for an investment strategy? Maybe, maybe not! But what do you do (e.g. last Friday, Dec 3rd) when HFT's appear to have control on PPS momentum.
And firewall considerations not withstanding, does (third party broker, TP for short) broker 33 have inside or outside influence is my question.
Caveat Emptor
BWDIK?
Cheers
Stanley