aceemily

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    • Sat Oct 4th 08:17 AM
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      Commented on:
      Thinking About the Next Six Months
      This long since has not been just a USA problem. BRIC, the EU and the OPEC Middle East are crashing, as well. Expect SWF's to become part of the solution. Also, someone is going to start a major military conflict to distract attention away from the obsession we all have with all things financial. By whatever means, a global paradigm change will take place within the next 6 months.
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    • Fri Sep 12th 09:23 AM
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      Shanghai Should Continue to Sell Off
      Won't happen. The communist government would fall. Executions, along with a massive absorption of bad loans by the government and a cover up may occur. But the current crop of communists know they can't go back to Mao way of doing business.
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    • Sat Jun 28th 10:22 AM
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      Adding to My GE Position
      busybeaver is right. If GE is so strong, why would they accept the embarrassment of doing business with Iran for the few lousy bucks that business brings in. GE is GM. GE is TimeWarner/AOL. Even Jack Welch has started castigating Immelt. Sell now or when Immelt slinks away and a real leader takes over.
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    • Thu Jun 12th 10:11 AM
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      Groundhog Day in Vietnam
      As one that considered risking a modest sum in VTOPF but did not because it is impossible to get decent info on that fund or the companies that are its holdings, I am not surprised that folks are bailing. More light needs to shine on Viet Nam's entire market structure before putting your money on the line.
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    • Tue Apr 29th 09:03 AM
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      Investing in Non-U.S. Stock Markets
      How about GAF and VTOPF? The author should be aware of all entry mechanisms if for no other reason than to refute their validity.
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    • Wed Feb 20th 06:34 AM
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      Businesses Advised to Walk Away
      Given his immoral, unethical recommendation to "just walk away", who would ever trust their money to his employer, Sitka Pacific Capital Management? This guy recommends parasitism as a business methodology. If there is no penalty for breaking a contract, why have one in the first place? Laughable.
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    • Thu Sep 20th 07:58 AM
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      Hard Decision on China A-Shares Investment
      We who who have loved China stocks for two years realize that a short term reversal is always possible. However, CAF has outperformed the other ETF's and popular mutual funds like OBCHX and MCHFX. They have left domestic stocks and funds in their dust. The problem with getting out is not knowing when to get back in. From experience, I intend to ride the China wave until close to the Olympics without selling. I believe China will do whatever is necessary to preserve their powerhouse image until at least then. They need to glorify their way as the right way throughout the entire summer of 2008. To allow a major crash would prevent them from doing so. Remember, they just executed a guy for cheating and one more committed suicide. They know this is their time in front of the world. I did like the article for its fundamental analysis. Nice work.
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    • Fri Aug 31st 16:41 PM
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      Predicting Recessions: Identifying Reliable Sources
      Excellent article. There is so much info noise that it is difficult to separate the wheat from the chaf. It was good to know that there are independent pundits that use empirical data instead of a preconceived philosophy to give direction. This summation made for good reading.
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    • Fri Jun 1st 13:44 PM
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      Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops
      If/When the bubble bursts, will it be a slow, 2 year descent like the Nasdaq or a Mt. St. Helens elimination where I wake up one morning broke? Discuss using ETF's (FXI, CHM, CAF, etc.) with "stop loss" settings to minimize the damage. Thanks for a thoroughly researched, informative article.
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