I am losing my ass in FXP of late. Too many times at the well with success I guess… and about to say goodbye to the stock below $62 if and when that happens here. Based on some of the action in Chinese internet names, that could be this afternoon. Check out Chinese travel guru …
Tagged: China
China…Case Study…SUPPLY
At the beginning of last year, China looked like a top. When it broke, The Chairman and I were all over it. It proceeded to more than double off the March lows. The good news is I was not short and I killed it on Baidu . My opinion did not stand in the way …
China Life (LFC)…New Shareholders may Die in Pain
This tidbit from Fly got me thinking about China Life (LFC), a trend I completely missed, but one that may be a goner for now. Under the A Share Issue, 600,000,000 A Shares that have been placed with the strategy investors will be subject to a “lock-up” period of 12 months from the date of …
Housing Crash…Case Study….China and Solar coming in 20??
HOUSING…All we are left with is another case study in fear greed and leverage. I started writing the case study back in February of 2007 (Wall Street set this case study in motion when housing stocks first broke out to new highs in 2002): Homebuilders – The NEW Value Trap Five years from now when …
"Stock" Beats Sex in Google China Keyword Searches
I would say we are closer to the end of this party than the beginning based on ‘crack’ headline research like this . It could take five more years for this research to actually matter, but it will. Good luck timing the top. in the meantime what other little known word is beating out SEX …
The Global Bull Case…The Taste of Money and Wealth is Intoxicating
India, China, Brazil, Mexico and Russia and Malaysia. They all have this in common…massive 5-year runs. Will they continue though? Wealth makes even hardened ruler freaks do the right thing in favor of further wealth. Sure the criminals are raging too, but the little people have a taste of money and they like it. ALWAYS. …
The Bears…Not Lazy Enough…My Dell Market and Chinese Dental Plan Hypotheses
It should be a DREAM DAY for bears – Dell is down 15 percent (it deserves to be lower by the way). They are all on the phone with themselves talking about the end of the world. They have no idea that Dell was an irrelevant business to everyone but their employees, like back in …
Today's Asia Bloodbath was a Given…
It’s a mess in Asia tonight . China continues to boom in a ridiculous fashion. Check these numbers out . If they revalue, they won’t yet, the dollar would lose a nickel and we would crash. That would be interesting but frightening. Should be a fun day tomorrow. My favorite companies are noweher near where …
Comparing China, Housing and Nasdaq Bubbles
Awesome chart here comparing all the big past bubbles and a frame of reference for where China is possibly in their bubble cycle. Seeing that they have many more billions of people, maybe their bubble is just getting started. That would be insanely fun for a while. It is mucho volatile this morning in the …
There are All-Time Highs and All-Time Stoned…Pass the Duck!
I think this ONE deal may mean we are truly near an All-Time ‘Stoned’ in global markets. Please SELL something to ward off the evil market spirits that this Chinese IPO will bring upon all our portolios (or it could just be the Chinee Chipotle’s). I am selling…..some Google. Seriously. Thanks Eddy for bringing this …