iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    RiskTrade
    Aug 29 11:00 AM
    Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Nothing new here. Also El - Elrian has it wrong. In today's world the U.S is the new emerging market. U.S investors today face a risk profile that would suggest higher then average risks and hence potentially higher then average expected returns. So if El- Elrian really believes that emerging markets are the place to invest - then I wonder how soon it will be before he starts loading up on U.S stocks ? Reply
  • commenter
    whidbey
    Aug 29 10:43 AM
    Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Diversification and cutting ones losses is not exactly new. Nor is setting a target return and keeping track. What is new to some is the modeling bent of the Pimco boys. This should surprise no one since knowing where the risks and rewards are likely to be is fools work, covering the field and avoiding losses seems obvious. But look at the mutual funds this year. 2100 funds and only 17 showing positive results? see thebigpicture.com for 29 August. Surly if it were that easy the funds would have followed the obvious advice to diversity and prune the losses. Modeling is easy to do, but in my experience it is hard follow to a portfolio result. Things do blow up and move against the model, that is when discipline and waiting for the results become so critical to performance. The book is OK, but hardly a revelation to most investors. Reply
  • commenter
    paultaut
    Aug 29 10:33 AM
    Commodities and Emerging Markets: Joined at the Hip? [view article]
    If a similar reading would be applied to the S&P that is currently being applied to the CRB, the news would show a very deeply oversold market.

    And while oversold conditions, like those that were seen in Financials in the last few months, don't necessarily mean big across the board jumps. I tend to think that we are closer to a rise than a continued drop.     Reply
  • commenter
    whidbey
    Aug 29 09:36 AM
    Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    The man is a big money man talking his very obvious methods of investment. His take on the world is oddly disjointed largely due to very blue nosed disgust with American behavior of recent times. Emerging markets are growth vehicles and with the growth comes high risk; the decoupling argument is noise not signal. Demand is demand and the emerging markets is where some large part of any portfolio must be if it is to flourish. I am somewhat less impressed with Pimco's man and their policy of always pushing their book even when writing a book. Reply
  • commenter
    BNET_Reader
    Aug 29 08:51 AM
    Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
    Excellent review. I completely agree - When Markets Collide is a must read. Reply
  • commenter
    skwestorange
    Aug 29 08:27 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    This is the best and my most favorite periodic articles in Seeking Alpha. Keep up the great work! Short one liners accompanying the charts are to the point! Reply
  • commenter
    WeeklyTA
    Aug 29 04:26 AM
    My Website
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Great technical analysis. Spot on. Reply
  • commenter
    Kyrriana
    Aug 29 12:38 AM
    My Website
    Commodities and Emerging Markets: Joined at the Hip? [view article]
    The Goldman Sachs Commodity Index and the emerging markets ETF (EEM) have been more correlated than usual in the past month or so. However, extending that period to even 1 year shows that they are virtually uncorrelated. There is a good website showing the correlation between the major asset classes at www.assetcorrelation.c.... I think the real story is that all asset class returns have been strongly correlated recently. Unfortunately, the trend has also been downwards. Reply
  • commenter
    trendsrus
    Aug 28 11:45 PM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Mr. Gabe Borenstein, I agree completely with your outlooks. Might I add that If one considers the fact that GOV and GSE shareholders are partners in the GSEs with the GSE's primary mission of providing market liquidity under GOV guidlines to be a form of equity that the GOV and hence the taxpayers benefit from while the GSE shareholders equity in comparison equates to a monopoly and profits realized when providing liquidity under GOV guidleines is profitable. It is quite simple to realize that with GOV and GSE being partners and 'owners' of the equity that it is about as impossible for the GOV to bailout the GOV and wipeout the equity as it is iompossible for the shareholders to lose monies by maintaining the equities they already have... This fear campaign has been nothing more that an attempted mugging of the GSEs by the greedy shorting crews who habe thier eye on the prize of BOTH form of the equities... Reply
  • commenter
    jmkeynes
    Aug 28 07:35 PM
    Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
    If you want to trade options on emerging markets, then you may want to consider going with EEM instead of VWO. The former is far more liquid (i.e. more options being bought and sold on EEM and much larger open interest for both puts and calls). Reply
  • commenter
    PaulMac
    Aug 28 01:15 PM
    Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
    Gary-
    Great article. Uninformed investors trying to buy the entire world is dangerous and expensive. Here's another article that supports the notion that investors need to know about the US economy and other global economies so that they can choose countries that work to diversify their holdings and know when to get in and out.
    here's the piece: www.greenfaucet.com/in...     Reply
  • commenter
    rpalmerio
    Aug 28 11:58 AM
    The Emerging Markets Cell Phone Index [view article]
    I completely agree, but where\how can you track cell phone growth by country? Reply
  • commenter
    LBill
    Aug 28 10:32 AM
    Foreign ETFs: Is Now the Best Time for International Exposure? [view article]
    Gary- I've never really understood the concept of stop-loss. If int'l ETFs are down 25-30% now, why would I want to buy and put a stop-loss at another 10% loss? If they're a buy now, wouldn't they be an even better buy at 35-40% down? Why would I want to sell then rather than buy? If I'm stopped out then, when would I get back in? Reply
  • commenter
    notsosmart
    Aug 28 09:55 AM
    My Website
    Thursday Outlook: Commodities, Emerging Markets [view article]
    thats what america has become.not making things so that there is a useful end product but trading paper to make a living.how long can a country survive doing this silly stuff?i think its beginning to show as hundreds of paper shufflers are let go.as far as day traders are concerned their ranks may shrink as no one can tell what will happen or the value of the trades. Reply
  • commenter
    gabe
    borenstein
    Aug 28 09:53 AM
    My Website
    Thursday Outlook: Commodities, Emerging Markets [view article]
    It is about time we shed the light on the FRE and the FNM. First of all it is important to comprehend that both agencies have reserves way above the minimum.Their "default" rate on the mortgages is less than 1%-much more impressive than most of the banking insitutions.The bailout issue is predicated on Armageddon like financial calamity ,merits of which appear to be disseminated by the record "shorts" in the financial sector.The facts are that the issues which should have been addressed at least year ago ,are being addressed by the FED,the Treasury ,the Congress and the Administration quite competently now,while the mega shorts are tryng to negate the success of the measures applied to rectify the "financial " issues.As the U.S economy gains momentum in the period ahead ,all of the negative financial fiction will dissappear.
    Now let us address the key issue of the taxpayers responsibility vs the FRE and the FNM fictitious need of the rescue package.
    The FRE and the FNM were created by the act of Congress to provide competive financing (mortgages) to the average American taxpayer.
    Thse two agencies have provided the affordable rates to an average American and are responsible for about 80% of the mortgage related activity today.
    When the agencies have needed the capital ,they have decided to issue common stock.Not too many investors would consider that a speculative investment-not exactly to Enron.
    Now that the distortions of the economic and financial facts (influenced by the record short positionsin the shares of both agencies) are creating calls for the restructure of the agencies,common share holders (your average taxpayers)are being asked for a supreme sacrifice after investing in what many considered conservative institutions implicitly guarnteed by the U.S. Once again ,this is a wishful event thought up by the mega shorts.
    Second of all the housing sector is in the process of a major consolidation leading shortly to a major rebound .and providing stability in the financial sector.This housing segment of the market has the most relative value and "investment" funds are being set up (disseminated in the media) to take advantage of this opportunity.
    Paranoia and the mass hysteria aside,both agencie swill survive in the current form without any necessity for the rescue.
    They will provide the average tax payer with the competitive mortgage rates and will provide market stability/liquidity whenever skewered and biased interests will try to implode the market.
    The housing market is heading for a major rebound as is the stock market .FRE and the FNM will do just fine.
    Reply
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