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Cicero » Comments » EEM

  • The Global Economy: U.S. vs. World Growth [View article]
    Temper your tongue Jerbear, though CLH should learn that not every post has to draw firm conclusions or even suggest possible conclusions. This was interesting info readers can use as fodder for discussion and input into the macro picture.
    Jun 27 06:58 am |Rating: +1 0 |Link to Comment
  • Investing in Emerging, Frontier and Obscure Markets [View article]
    What about TRAMX?
    Jun 25 08:25 am |Rating: 0 0 |Link to Comment
  • The Rising Risk of Emerging Markets [View article]
    Thanks Cromag, that's a big help. Checking out two similar funds or stocks is hard when they appear to have the same return looking at a chart, but in reality one has a 10% distribution a few months back and the other hasn't. Too bad you can only go back one year, but I'm buying you a beer tonight anyway!

    I wonder how many investors never realize this idiosyncrasy?
    Jun 04 07:44 am |Rating: 0 0 |Link to Comment
  • The Rising Risk of Emerging Markets [View article]
    Latin America is runnning on all cylinders and some regional funds have held up (EMF, Tremex, GAF and GUR of my holdings). But many emerging markets are well off their highs. Here are my single country holdings and how far they are below their 1 year high:

    IIF (44%) India
    CAF (41%) China Smaller companies
    FXI (30%) China larger
    TKF (28%) Turkey
    ISL (24%) Isreal
    EWY (22%) S Korea
    TRF (18%) Russia
    EWT (10%) Tawain

    Does anyone know of a free stock charting website that factors dividends and distributions into the charts (so you can see actual returns visually without having to do the math to adjust for them)?
    Jun 02 17:16 pm |Rating: 0 0 |Link to Comment
  • Emerging Markets Definitely Due for a Pullback [View article]
    Make up your mind?

    A ten year old could suggest this kind of logic?

    Moronic?

    Looking at the simple big picture (EM's tend to crash big time periodically) is nothing if not part of smart investing. The first three posters are probably still trying to recoup their losses from the dot.com and real estate bubbles because they didn't have a moronic ten year old to help them rebalance their portfolio when the bubbles got too big. We all know that the market can stay irrational far longer than we can stay solvent, but the idea of this forum is to keep scanning the horizon for as many factors as possible to consider in making decisions. Good job Jim, don't let the negative comments get to ya'!
    Mar 26 11:50 am |Rating: 0 0 |Link to Comment
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