iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • 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
  • commenter
    User 118015
    Sep 03 05:47 PM
    The Nuttiness of This Market [view article]
    Crazy markets mean crazy investors....its easy to act crazy in this market where commodities seem to be the driver of equity pricing. What we need is low price energy to get this market to start acting traditional whatever that could possibly mean...good luck but staying out of stocks at this junction could be your best iinvestment...at least you will not lose. Reply
  • commenter
    Trader Vic
    Sep 03 05:27 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    On second thought, perhaps not. Reply
  • commenter
    Trader Vic
    Sep 03 05:18 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    User 143705: A dictionary might help. Reply
  • commenter
    JasonC
    Sep 03 05:00 PM
    The Nuttiness of This Market [view article]
    Foobah - because you are simply caught up in the latest idiotic bubble and fad. Commodities are not protection against financial shenanigans, they are a financial shenanigan of their own.

    Fiat money stuffed in a mattress does not hold real value. Fiat money lent out at interest to your average corporation (or muni for high bracket people) holds its real value but doesn't earn anything else, real.

    Capitalism isn't a ponzi scheme and it isn't broken. There are any number of bubbles in history and we've seen several, the one currently unwinding is called "commodities"... and was led by oil running up 25% per year for 5-6 years. Real estate slightly led it, but wasn't any different in principle. In both cases, the inflationary brainstorm that just piling into something "hard" or "real" would effortlessly make money at the expense of everyone else, proves decidedly unsound as soon as too many people have that same brainstorm, and send prices to barking moonbat levels.     Reply
  • commenter
    inthemoney
    Sep 03 04:31 PM
    The Nuttiness of This Market [view article]
    I agree with DougM. The market becane a casiono. Today it is one game, tomorrow is next. There is no way commodities can go up and down 50% without ovewr-leveraged hedge funds piling up on the same trade. Today's game is retailers, regional banks and dollar. May I ask who is buying retailers in a consumer recession?
    There is no regard for fundamentals. None. It is all a trade. Take your money and run as soon as you see a profit.
    The game will not stop until enough hedge funds fail.     Reply
  • commenter
    Owen
    Sep 03 03:56 PM
    Financial vs. International ETFs: Which Bear is Grizzlier? [view article]
    PAUL / SHARK,

    Put options on the DJIA with strikes of 6000 and 7000 are selling for pennies right now. How many have you bought? When your fantasies come true, you'll be a very rich shark! Or are you one of them Hollywood sharks that are meant to look scary but don't really do anything?
     Reply
  • commenter
    eric hart
    Sep 03 03:35 PM
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Thanks Geoff for your insightful analysis. I believe that what you reference is true, widely known, and uncommonly followed. Like eating ice cream every night before retiring, we often know the right thing to do and fail to do so anyway. Asset allocation is unsexy, unfun, and requires patience and long periods of inactivity. Like eating carrots, its good for us, is widely known, and uncommonly followed. Reply
  • commenter
    LarryH
    Sep 03 03:35 PM
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Does the author further break down the equity allocations by small, mid, and large cap? Reply
  • commenter
    Foobah
    Sep 03 03:26 PM
    The Nuttiness of This Market [view article]
    Why is it when I read others who believe like I do that paper currencies are heading for problems and commodities are probably underpriced that it feels like something I might see in a brochure for a religious revival meeting that's coming to town? Reply
  • commenter
    BrunoT
    Sep 03 03:17 PM
    The Nuttiness of This Market [view article]
    I can't understand the crazy market in the short term, but hopefully the long term macro picture that I DO understand will show out in the long run. I think that commodity markets have become yet another new "fad" like dot.com stocks and RE, except that this time it's the big boys and traders playing the game, not neophytes off the street. But you can only fool people so long. When those non-financial people DO figure it out that their currency is losing real value, that the govn't statistics are phoney, and that you can't make money owning stocks that don't make profits, there is great potential for a TSUNAMI of cash to flow into commodities as people search for something tangible in an ocean of fiat currency. Reply
  • commenter
    LarryH
    Sep 03 03:15 PM
    The Nuttiness of This Market [view article]
    To take license with a truism, the market can stay abnormal longer than I can stay solvent. I am telling my older offspring, both in their 30s, to keep investing in their 401Ks, etc. As a working retiree, I am quite defensive, underweight in stocks of all varieties and overweight in short-term corporate bonds. I also hold silver and gold bullion. As the bonds mature, I will decide between stocks and bonds or cash. The right investment advice is totally dependent upon the time frame and not just whether or not one is diversified. Has diversification in stocks really protected over the past 10 months? Small, mid, and large caps are all down, and foreign stocks are too. I know the "dislocation"... will end, Roger, but who knows when? It may end much too late for some hoping to retire this year, next, or 2010. It is more than a dislocation for millions of Baby Boomers. History shows that the stock market has had several 10-year-plus periods of being "abnormal." Depending on at what point one is in life, that is more than a "dislocation.&quo... Our U.S. economy is contracting, squeezing out the excesses of decades of family and corporate debt. It is as of yet unknown what kind of earning power companies will have for some years to come as all budgets downsize and reduce debt. It is just too simplistic to say stocks are going bounce right back, and very soon the "dislocation"... will be gone. I also take exception to calling the stock market "normal" or "abnormal." These are meaningless terms when it comes to describing the action of the markets. I have followed the markets for 5 decades. I challenge anyone to attempt to identify which periods were "normal" and which were "abnormal." The market has to be taken as it is, not as we think it should be. Thanks, Roger. I always read your posts. I just think your seemingly simplistic optimism can be dangerous advice when such huge U.S. and global economic forces are currently shifting around. Good life to all. Reply
  • commenter
    MarketsSkept
    ic
    Sep 03 02:50 PM
    More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    So would a true "Global" fund fit well in the portfolio-centric scheme? On the face of it, it would seem to. Any comments on whcih Global options might fit the bill? Reply
  • commenter
    DougM
    Sep 03 02:27 PM
    The Nuttiness of This Market [view article]
    More and more of the market is likely being treated like a gambling casino by hedge funds. Eventually their well-heeled investors will wise up to the fact that the only ones really making money are the managers, who have every incentive to take big gambles to juice the returns, and no skin in the game if the bets go wrong. The fact that they can do all this and still pay the "long term capital gains" tax rate is an outrage. Reply
  • commenter
    Jake2
    Sep 03 11:22 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    David, could you do something on bonds compared to . . . . Well, you know, something good. As always, thanks for you excellent work. Reply
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