iShares MSCI Brazil Index (EWZ)

All Comments on EWZ

  • commenter
    May 02 03:39 AM
    Vale Results Leave Much To Be Desired - and Explained [view article]
    Vale's results were in line until they got to the interest expense section, when they all of a sudden lost $500,000,000.00. Can you say the cost of the line of credit for the failed and ill conceived Xstrata deal. You don't get a $50 Billion line of credit for free, but $500 million wasted on this almost 6 month long quest.... I hate to think what the terms of that deal's financing would have been. Reply
  • commenter
    May 01 08:56 PM
    Brazil, the Bovespa Index, PBR and Me [view article]
    Good call- whiteowl- I forgot to mention the real- and I know first-hand- my wife is Brazilian -and whines about it every day...... Reply
  • commenter
    May 01 04:40 PM
    Brazil, the Bovespa Index, PBR and Me [view article]
    You missed at least two other catalysts for yesterday's action: the Brazilian currency gained 2.6% against the USD, and as the previous poster stated, PBR was granted big increases on the prices it can charge for diesel and gasoline.

    The first point is GOOD for PBR as they are spending billions in the shipyards of the world and are also import light sweet crude to feed their refineries. Also, strength in the reai vs USD means a higher price on the ADRs.

    Your trade didn't work. Move on.
    Reply
  • commenter
    May 01 04:31 PM
    Brazil, the Bovespa Index, PBR and Me [view article]
    What the author apparently doesn't know is that the downturn in oil prices doesn't effect Petrobras much- which is why it was one of the only big oil cos to see a positive price movement today.

    As Petrobras is mostly state-owned- its prices are regulated----BUT- LULA (Brazil's President)- authorized big price hikes LAST NIGHT. I bought Petrobras and made a killing. Not only that but the entire country's debt was upgraded to investment grade by SandP yesterday- which opens the doors to a lot of new money.

    Watch Brazil explode over the next few monts.

    A great way to play it is the Ishares etf- EWZ
    Reply
  • commenter
    May 01 02:58 PM
    Vale Results Leave Much To Be Desired - and Explained [view article]
    Mistake in article about majors "eschewed big time nickel plays or any nickel plays" BHPBilliton is developing Ravensthorpe which also suffers from cost overruns. BHPBilliton acquired smaller nickel plays in Australia.
    Also with Inco, Vale also got Voisey's Bay which will be producing nickel for the market soon.


    Reply
  • commenter
    May 01 01:51 PM
    Talk of a Latin American 'Bubble' Gains Steam [view article]
    You've got major gas reserves offshore. You've got ethanol being produced from sugarcane, and being used to replace fossil fuels. You don't have an overbuilt real estate problem, a ballooning deficit, and no one down there is funding a crazy war. Yesterday S&P upgraded the region to investment grade. Looks to me like they're doing a lot of things RIGHT!!! Reply
  • commenter
    May 01 11:37 AM
    Sell in May, Go Away - Fast Money Recap (4/30/08) [view article]
    Sell in May? Nope, not me. I sold in April. I will stay out of the market for the next 6 months (or more). Why? We have intelligent people arguing both directions for the market. The arguments in each direction are strong. The truth is no one can predict what will happen.

    My belief is the market could make small gains in the next 6 months or make huge losses. To me the risk of loss is greater than the value of the possible gain. So, I will sit on the sidelines waiting for the right moment to reenter the market.
    Reply
  • commenter
    May 01 10:16 AM
    Vale Results Leave Much To Be Desired - and Explained [view article]
    Only thing I need to know is RIO is headed to an all time high!!! Reply
  • commenter
    May 01 09:11 AM
    My Website
    Sell in May, Go Away - Fast Money Recap (4/30/08) [view article]
    Quite a few predictions most of them unenthusiastic.From the Macro perspective ,the stock market had performed quite well.For all of the recessionary predictions(not a reality especially if the FED cuts rates 100bps more),the stock market did quite well.Since the FED comprehends that the economy functions well as long as financial insitutions function well ,it became an active participant in the J.P Morgan -Bear merger ,but more importantly it signalled to the markets/investors that no financial institution will be allowed to fail.True,the record open short interest in the market and specifically financial sector is responsible for irrational bearish attitudes.Psychology is not an economic reality.The monetary and fiscal policies in place ,with some further accomodation from the FED (and allowing for the lag)will contribute to a major economic rebound in the period ahead and will contribute to unprecedented rally in the U.S equity markets .The financial sector will lead that rally.Socio/economic events/upheaval in the emerging markets will result in the record demand for dollar denominated assets(U.S markets and real estate).Commodity inflation?there are no signs of demand pull inflation which would be a cause to worry.The cost push inflation that we are witnessing to date ,is a function of a unprecedented leveraged speculation.In order to resolve this phenomenon,all of the relevant exchanges(NYMEX,Comex) should impose a 100% margins on trading and unprecedented price implosion will follow allowing the FED to focus on the real iisues.To the skeptics ,I would like to point out that some 28 years ago Comex imposed 100% margins on the precious metals ,causing the silver to tumble from fifty dollars to six.So much for commodity inflation.Ther issues/problems .I have been warning about since june 2005(Mark Gilbert- Bloomberg interview,Brian Sullivan Bloomberg TV) are behind us..For all of the pessimism the U.S markets and the economy are on the verge of a major rebound. Reply
  • commenter
    May 01 07:59 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    and it didn't really clear the 1000 level 'til 1982! Reply
  • commenter
    May 01 07:57 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Head and shoulders top on GLD at 100?
    Same as gold at 1000. Big, big round number!

    Remember the Dow Jones Industrials at 1000:
    1966, 1968, 1972...6 years to finally get through
    the 1000 number (for a couple of months).
    Reply
  • commenter
    May 01 03:48 AM
    Vale Results Leave Much To Be Desired - and Explained [view article]
    Yes, this site is not a good source for information. Reply
  • commenter
    Apr 30 10:27 PM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    There was no signal, and there will never be. The comments as you can see are just that, comments. They are there to entertain folk. Mr. Fry can't predict the future anymore than you can. Enjoy the charts but don't think the people who draw lines on these charts have some secret way of predicting market moves because they don't. Reply
  • commenter
    Apr 30 08:40 PM
    Vale Results Leave Much To Be Desired - and Explained [view article]
    I have to concur with Aleron. By the way, you were caught flatfooted today by Brazil's sovereign rating upgrade, weren't you? I guess Brazil just might be stepping into its future beginning today after all....

    One more thing: Do you folks even understand emerging markets? Your article suggests not....
    Reply
  • commenter
    Apr 30 06:03 PM
    My Website
    Investing in Non-U.S. Stock Markets [view article]
    "theidiotperspect... (your handle, not my opinion)

    You are right. Those are emerging market ETFs for India. I just listed one for each country generally, but those are options available to investors.
    Reply