Tony Daltorio

Why Krugman Is Wrong About the Yuan

You forgot about Wall Street - exporting suitcase nukes all over the world, cleverly disguised as AAA investments!


On Nov 20 12:19 PM waf76 wrote:

> I have to agree with this article. Besides war, what does the US
> export?

How Apple and iPhone Blew It in China

When are American investors going to ever look beyond US borders?

The reason the iPhone is not doing well in China and will NOT do well elsewhere overseas is that these markets had similar products years ago...despite the belief that the US is still the leader in tech, the truth is that America is no longer the leader in tech...American tech is now years behind their competitors.

Three Myths About Business in China

Thank you, Shaun! Finally someone who gets it!

China is NOT reliant on exports and on the US, yet the media and most investors look at only a few coastal cities in China, which are export-oriented, and ignore the remaining 95% of the country which could care less what the US economy does.

Why Apple Is Worth $80

I agree that the author's "analysis" was laughable........

But with that being said Apple, like many other tech stocks, are in a bubble thanks to the Fed flooding the market with liquidity. The bubble will burst again.....

And don't forget that Apple's main market will continue to be the slow growing US market. Overseas, they don't think much of Apple products - it's no big deal - they had similar products years ago.....

The Facts Indicate We're Not in a Depression or Bubble

"The best time to get greedy is when everyone else gets scared" - but that's the problem.

This article is just of thousands of very bullish articles recently. Everyone I know that is an investor or is actually in the investment business is more bullish now than ever - they believe the media and think everything has been solved even though NOTHING has been done to solve the underlying problems.

The return of the "bubble boys" like the author tell me that we are within a few percent of a major top.

Five Reasons Apple’s iPhone Will Succeed in China

The author makes the same mistake all do when they focus mainly on the US. The Apple iPhone will do ok but will NOT be a big hit anywhere around the globe, including China.

Why? Because their technology (like most American tech) is old hat to people in other nations. They've had similar products to the iPhone for years now.

10 Reasons Markets Will Move Even Higher

I'm seeing more and more people like the author who are very bullish on tech...reminds too much of a decade ago. My recommendation is to short most tech stocks with the exception of Apple.

The Developing World Takes Over

Been there, done that. Been in lots of unpleasant and inconvenient situations (no toilet paper,etc.). You have to learn to ADAPT to the culture and not be ARROGANT like most Americans are when they live or travel overseas.


On Sep 30 04:12 PM TheFounder wrote:

> Tony, go to most countries the author is referring to, and try any
> of the following:
>
> Close a real estate transaction, negotiate any deal, start a new
> venture, find investors, raise funds, discuss yield, get a loan,
> pay taxes, piss off a neighbor, seek police assistance, call customer
> service, return a product to store, activate a warranty, seek road
> assistance, find a trusted brand of any kind in a new town, purchase
> a product online, scedule delivery, and many more, and you will appreciate
> the Unite States which still exists today. In fact, you will run
> back to mama like a crying child.

The Developing World Takes Over

You are living in the past - the United States of your father and grandfather. That country no longer exists.


On Sep 30 03:22 AM TheFounder wrote:

> You make some very good points. But we should not underestimate the
> power of the very extreme capitalistic system which was created in
> the US. It is not just about size. It is a way of thinking. There
> is a very unique set of circumstances in the US, which simply does
> not exist elsewhere, including, but not limited to, competitiveness,
> rationale thinking, appetite for risk, a win win approach, enterprenurial
> spirit and ability to collaborate.
>
> Capitalism, i.e. the pooling of capital for fast growth and value
> creation can not be learned over night by other nations which for
> hundreds of years lived by different values.
>
> Those are fundamentals of an economic system. That's why it is too
> early to bet against America.

Buy and Hold Is Alive and Well

You would have made a stronger argument if you would have included bear market years - say take the 20 yr period from 1969 to 1989. Financial market history did not just begin with the advent of the bull market in the early 80s.