iShares FTSE/Xinhua China 25 Index (FXI)

All Comments on FXI

  • commenter
    User 220706
    Oct 12 02:58 AM
    China's Negative Economic Outlook [view article]
    Excellent article re: China's sovereign credit risk:

    www.garpdigitallibrary...

     Reply
  • commenter
    LCACM
    Oct 12 12:43 AM
    October 9, 2008: Remember the Date - This is Huge [view article]
    During the last 2 decades most of the Capital Spending growth has happened in foreign countries and not in US. As a result the US worker does not have the productivity edge they enjoyed 20 years ago. The result of this is that their job prospects and consequently credit ratings have become much lower, and we see the consequences. There are only 2 ways to sort this out a) Longer term solution would be to impose tariffs proportional to the wage differential between US and it's trading partners. Goods from Europe will see much lower tariffs compared to those from Communist China where slave wages are paid. b) The other is to devalue the US currency via Bailout induced liquidity injections, so that the US real wages tend towards those of Communist China. Free Market ideological rigidity precludes Solution (a) so Solution (b) is being tried. This will lead to yet another liquidity bubble similar to the Internet Bubble and the Housing bubble, only larger in magnitude and more severe in its consequences. Reply
  • commenter
    Elwood Blues
    Oct 11 05:02 PM
    iShares ETF Tracking Error: Risks and Explanations [view article]
    Jim W.. timely article, looking at the data on AGG up through 9/30 I'd conclude, ok, not bad.. then AGG totally blew up on Friday Oct 10. Any ideas why? I stopped out on a sizable holding. No more iShats for me, they may have a nice website but I think Barclays stole my hard earned money. Reply
  • commenter
    williambanza
    i7
    Oct 11 01:11 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    SUBTERRANEAN DOW JONES BLUES
    (to Subterranean Homesick Blues, Bob Dylan)
    WilliamBanzai7

    Johnny's in the basement
    Trading on the internet
    Out on the pavement
    Thinking about the government
    The banker in the trench coat
    Kicked out, laid off
    Says he's got a bad cough
    And wants his mortgage paid off
    Look out kid
    It's that bad trade you did
    God knows when
    But you're doin' it again
    You better duck down the alley way
    Lookin' for a new scam
    The man in the red cap
    With the the big bailout pen
    100 Billion dollar bills
    You gotta find some new thrills

    Big Mack's got a big position to foot
    Morgan's full of CDS soot
    Talkin' that Lehman put
    All of us on same bus but
    The markets tanked anyway
    Mack says that many say
    We can go bust anyday
    Orders in from Ebay
    Look out kid
    Don't matter what you did
    Walk on your winged tip toes
    Don't try "No Doz"
    Better stay away from those
    Carry round a financial fire hose
    Hard to keep a clean nose
    Watch the men in plain clothes
    You don't need a weather map
    To know which way your stock goes

    Get sick, get well
    Hang around a red ink well
    Closing bell, hard to tell
    If anything their goin' to sell
    Try hard, get tarred
    Get back, go to jail
    Get enjoined, jump bail
    Join a hedge fund, if you fail
    Look out kid
    You're gonna get hit
    But losers, cheaters
    Crooked subprime CDO dealers
    Hang around with 500 dollar Chelsea strippers
    Sitting in the toxic asset whirlpool
    Lookin' for a new fool
    Don't follow market leaders
    Watch the Federal debt meter

    Ah get burned, keep warm
    Shorts dance, lose your pants
    Get dressed, sell distressed
    Try to be a new success
    Please buy, don't sell
    Its a steal, need a lift
    Twenty years of Wall Street hell
    And they put you on a burger shift
    Look out kid
    Try to keep it all hid
    Better jump through a loophole
    Light yourself a roman candle
    Don't get caught wearing Greek sandals
    Try to avoid the market scandals
    Don't wanna be a Wall Street bum
    You better chew some new gum
    The Fed pump don't work
    Cause the vandals stole the handles     Reply
  • commenter
    dtv999
    Oct 11 12:49 AM
    iShares ETF Tracking Error: Risks and Explanations [view article]
    The discount could be due to the early closing of ETFs. If the market rallies in the last 15(?) minutes, there will be a discount. Powershares says that somewhere on the site. Reply
  • commenter
    carey_jim
    Oct 10 09:11 PM
    From an Age of Exuberance to an Age of Despondency [view article]
    If you are really confident in the health of the markets why not simply buy stocks now and hold?

    Hasn't it been proved, over and over again, that it's impossible to time tops and bottoms?

    Your talk of despondency sounds pretty hollow: Find some companies you really love, buy their stocks and then go out and find a day job, preferably in one of the companies you love.

    Instead of the age of despondency, this period might more aptly be called the age of comedy:

    Huge sell off announces the death of capitalism. Capitalism lies in state for three months.

    Huge two week buying panic sends the DOW back above 15,000 and everyone is back to normal.

    Henry Paulsen is elevated to Secretary of the Treasury.

    Leibowitz should be watching the Jim Cramer show for new material instead of kvetching on the Jon Stewart show.

    Oy vey.     Reply
  • commenter
    Joe1234987
    Oct 10 04:20 PM
    iShares ETF Tracking Error: Risks and Explanations [view article]
    Why the heck are all the ETF trading at 5%+ discounts to asset value? I'm in BWX and called State Street and they couldn't really explain it. They said there are "market makers" that arbitrage for a living but offered no explanation. Can a "market maker" explain why the spreads are so high?! Is there counterparty risk involved?

    Look at these spreads!
    www.etfconnect.com/sel...     Reply
  • commenter
    Valparaiso
    Oct 10 04:18 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Unbelievable charts, Dave. And I appreciated seeing the INDU chart from that perspective.

    To Another Dave: uh, did you ever ponder to think that one has to SUBSCRIBE to his newsletter if you want his recommendations? Knock, knock.     Reply
  • commenter
    PainfullyAwa
    re
    Oct 10 03:10 PM
    October 9, 2008: Remember the Date - This is Huge [view article]
    Doom Approaches.

    I Wish More People Had Debated Ron Paul Rather Than Dismissed Him.

    Debate Is The Distillation OF Reality.

    When you can create money out of thin air you can buy governments.     Reply
  • commenter
    davemcc3300
    Oct 10 02:56 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    David, I'm another fan that uses your work to distill what has happened. I hunger for some of your recommendations tho. You're old enough and sharp enough to have gut feelings worth airing.

    But if you don't tell us how/where to focus our investments in the future, I'll still love you and study your wonderful charts.

    Another Dave     Reply
  • commenter
    Aalan
    Oct 10 01:30 PM
    iShares ETF Tracking Error: Risks and Explanations [view article]
    iShares has a good web site; Powershares has a better one, IMO.

    As far as credit risk goes, I've been more cautious about iShares recently because Barclay's is on the edge of insolvency, with asset-to-equity leverage of about 60:1, last time I looked. Scary stuff.

    I wouldn't count on tracking error to provide returns. Better to pick a winning index, right?     Reply
  • commenter
    searcher
    Oct 10 01:18 PM
    iShares ETF Tracking Error: Risks and Explanations [view article]
    You can call it anything but such 'error' is hedging. I don't buy an index to have the 'consolidator' hedge for me. That is for the same reason I don't buy foreign securities or the same indirectly from the consolidator if they hedge currency. Reply
  • commenter
    SmartStops
    Oct 10 12:49 PM
    My Website
    From an Age of Exuberance to an Age of Despondency [view article]
    Let's hope these recent events have taught investors once and for all that you MUST have a Protective Exit Strategy working on your behalf when investing in the stock markets - at all times! One that is intelligent and can continually adjust to the stock's behavior and market conditions. If the 2000-2002 downturn did not teach them, please let this lesson finally hit home. These 21st century markets are not the markets of previous generations when buy&hold could generate decent returns. Computerization has changed that as has factors like an unregulated hedge fund industry that has grown to $3Trillion, or an underlying options derivatives market. People need to wake up - Buy&Hold is the riskiest strategy around. Studies show that. Reply
  • commenter
    dc1
    Oct 10 11:50 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Hi David,

    Thanks for the WS humor. We all need that around now. It is definitely something to save for later pick me ups.

    PS Love the charts. Thanks again for the effort.     Reply
  • commenter
    shari greer
    Oct 10 11:47 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Still having a sense of humor is quite telling!!
    However, your charts unfortunatley remind me of my
    husbands recent two week stay in the hospital following
    open heart surgery.... wasn't pretty... but he
    has survived the experience... hope the nation will to...
    (From my lips to God's ears!!)     Reply
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