joeofclew

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Tue Aug 28th 07:46 AM | Rating: 0 0
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Emerging Market ETFs: Politics - Not Economics - Are The Real Threat

so we are lookiing for the perfect ETF, the all-in-one portfolio, the whole rounder which plugs all holes and is immune to downturn in the global economy because of the sheer vastness and breadth of the different industries and their market capitalizations? doesn't sound like a task for a computer-model generated ETF but then again, if they have the data, just buy the first ETF you mention .... "SPDR S&P Emerging Markets ETF (GMM) Index includes more than 1,500 companies across 26 emerging countries.".... because it is what I just said?
how can they be evaluated for non-correlation?

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Tue Aug 28th 07:23 AM | Rating: 0 0
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Is the Normalization of Housing Prices a Realistic Expectation?

brynaw,
"The permament land shortage .......... "
in America?

anyway, Markham Lee is not flamboyant speaking. He does not say people will not speculate. He is saying the system won't support it as much. And, I like his argument.

Makiel (first poster), i.e. "Actually, housing prices must, by mathematical constraints, bear some relationship the the range of incomes in a given market". I think what happens are people are outpriced. However, most Americans were buying on extreme leverage which he is saying is not available if credit is tightened. I.E. unless the Fed releases credit again with another decrease in the overnight interest rate.

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