iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    Internet2k4
    Sep 04 10:49 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    I'd suggest adding Canada (EWC) to coverage - it's a G8 economy (running fiscal surpluses) not included in the EFA basket, US's biggest trading partner, and while I see the inclination to thoroughly "do the BRICs" I'd say Canada's a better energy/resource and banking play for investors, without the regional soap operas. Reply
  • commenter
    Trader Vic
    Sep 04 10:09 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Gabe, brevity is definitely not your strong suit. Please don't blog litter and loiter. Get your own blog and stop this repetitive daily posting on Mr. Fry's column. Reply
  • commenter
    User 142101
    Sep 04 08:34 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    I love all your work! Thanks for putting your time in to write these posts!! Reply
  • commenter
    monday1929
    Sep 04 08:30 AM
    My Website
    Thursday Outlook: Commodities, Emerging Markets [view article]
    The fact that there is still debate as to whether or not we will have a Recession (a formally normal part of the business cycle) After the collapse of the biggest credit bubble in history, and after the disintegration and insolvency of most major banks, tells of a complacency which will only be removed by a Major Depression.
    The Bulls should hope for a recession. The Fed is not an all powerful Santa Claus: remember the "free markets" the elites used to pay homage to? That's before the criminal banks became beggars.     Reply
  • commenter
    gabe
    borenstein
    Sep 04 04:42 AM
    My Website
    Thursday Outlook: Commodities, Emerging Markets [view article]
    The financial sector of the market is comprised of many segments,some with a greater degree of the risk than the others.It is the sellers (shorts) that had gotten away with impunity by disseminating the rumors or distorting the existing status quo.Untill recently recession was the economic consensus of the U.S status quo(I have always stated that we have decelerated but are not in recession).Now all of the sudden,the consensus had tilted to my opinion.The stock market however had adjusted for a recession.
    That consensus miscalculation has created a relative investment value out of the equities(housing sector as well).
    Since the financials were "punished " the most, they do offer a significant relative investment value.
    In addition we have learned that the FED and the Treasury will "deflect" potentially broader and severe issue by providing more acceptable solutions to the specifific "problems"
    In fact in the eighties the example was set as the FED had to address the S&L issues.
    In the current cycle we have seen an attempt to subterfuge entities such as MBIA and AMBAC by distorting their status quo.
    We have heard distortions about the FRE's and the FNM's ability to fund themselves .In the meantime both agencies have excess capital(above the required margins).
    The banking institutions had writtent off "risky assets"quite aggressively and had raised additional capital.
    Clearly then the various components of the financial sector had and are addressing the issues with the help of the FED ,Treasury and the Administration.
    Selectively this decimated sector offers significant relative value.
    I will say this again ......I just wish that the risks in that sector were noted two years ago (I did in the news media) ,if they were, the current debacle would have been avoided.
    The market risks always exist,bu the U.S is on the way to a major economic/stock market rebound.     Reply
  • commenter
    insideoil
    Sep 04 01:43 AM
    Global Stock Markets: Going Nowhere Fast [view article]
    Any thoughts on why it was the UK market that turned first - maybe the weakest link, or just simply sharper at spotting problems ahead ?
    Another casual observation of course is how long the turn in one market has taken to work its way through to other markets. We may live in a global economy ( linked markets), but it sure has seemed to take awhile for all to realise that.
    Looking around in the GCC at all the crazy activity that has yet to even pause, one cannot help but feel something has yet to crack. But, then again, there is one huge energy bubble that may have to burst first.     Reply
  • commenter
    Burticus
    Sep 03 10:32 PM
    The Nuttiness of This Market [view article]
    Thank you to the manipulators for pushing the paper prices of precious metals low again, while M3 and related inflation of fiat currencies soar. This has enabled me to continue filling my gun cabinet with real money - physical silver and gold. Reply
  • commenter
    Jimmy
    Lathrop
    Sep 03 08:59 PM
    My Website
    The Nuttiness of This Market [view article]
    As long as you stay chained to your terminal scanning Bloomberg every second waiting to jump in on a trading wave of stock no matter how preposterous the impetuous is, everything will be FINE. Just remember to set in your stop order for an incremental gain if things violently whipsaw into the other direction. Remember, one false move and you are sleeping in your kids basement like Arthur in the King of Queens. Oh, and that sizzling sound? It is your stomach acid eating its way through your body cavity and into the floorboards. Forget about doing your work during the day and your fantasy football trades. Reply
  • commenter
    Jimmy
    Lathrop
    Sep 03 08:53 PM
    My Website
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Mr. Hart I take umbrage at your facile assumption that eating ice cream every night before going to bed is somehow deleterious to your health. Disclosure: I am long MOO. Reply
  • commenter
    dlaw
    Sep 03 08:15 PM
    My Website
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    The problem with Al-Arian's work and, excuse me, but yours is that you make implicit assumptions about liquidity that are invalid.

    Liquidity is not constant across asset classes, currencies or eras.

    Moreover, while the "reversion trade" mentality usually works in the medium term it fails terribly in the long term. Mr. Al-Arian and his firm are blinkered when it comes to discontinuities.     Reply
  • commenter
    Ho Len Bao
    Sep 03 07:22 PM
    Emerging Markets With Low Valuations [view article]
    The Chinese internet B2B portals are where the action is in now.

    My favorite is MYST.OB. A Google partner.     Reply
  • commenter
    LBill
    Sep 03 06:51 PM
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Geoff- Valuable piece. I especially take note of your reflections on market-cap weighted index funds (backward looking) as well as the fundamental-weighting alternatives. I've often wondered whether the Fama-French value and small effects on increasing portfolio returns is simply due to the dilution of market-cap weighting that this introduces. Reply
  • commenter
    Jake2
    Sep 03 06:33 PM
    My Website
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    PS: I think the piece could perhaps have had a bit more discussion of specific sector selection and allocation to balance the detailed treatment you have of broad domestic indices. Otherwise, as mentioned, I liked the article very much. Reply
  • commenter
    CLH
    Sep 03 06:29 PM
    The Nuttiness of This Market [view article]
    What is a normal market? If you think the market is abnormal maybe you should leave. Jason has the right idea. Capitalism is a tough game but its rewarding for the smart. I say hang in there and you will be glad you did. Reply
  • commenter
    Jake2
    Sep 03 06:15 PM
    My Website
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Nice work. Thanks very much for bringing these ideas to our attention. Reply
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