Harmony monkey

Time to Cut Your Exposure to Investment Banking and Mortgages

I think we've a few more shoes to drop as far as banks - regional and moneycenter - writing off losses the haven't yet even been able to calculate! Don't forget SKF (Ultrashort Financials)!

At These Prices, It's Time to Go Overweight Quality Financials

Please read Nouriel Roubini......

India: Emerging Market Opportunity

With IFN back down to a 14% discount to NAV, I'd guess there may still be some upside left before it's time to consider shorting.....but I'll be using training stops.

Why Now's the Time to Short Emerging Markets

My bet is that you don't short, if you haven't already. Waiting a bit will likely bring more clarity on the imminent (psychological) rescue of the US markets via another Fed rate cut 12/11 - 50bp possibly - and the re-liquification of the financials. All that the emerging markets need to see is the strong response of our markets to these stimuli to return to their upward bias.