dukeb

Friday Outlook: Crisis Half Over?

Mr. Fry:

Especially when compared to wading through the usual pools of market opinion puke, scrolling through your chart & blurb format is a treat. (Enlightening and often amusing, too.) Your posts have been my morning's first read for quite some time, and of late, the only reason why I return to Seeking Alpha.

Thanks for sharing your unique perspective.

Some Muni Bonds Appear Screaming Buys Here

Yup! That's just a little issue to consider if one believes that interest rates tend to function like warning signs.

Book Review: Jim Rogers' "A Bull in China"

FT Review:

The "DavidinChina" book review you posted Mar 01 10:12 PM is completely accurate and very informative about Mr. Roger's new book. It is an excellent brief. Anybody who reads that review can make an intelligent decision regarding the suitability of A BULL IN CHINA for their reading list.

However, the "Paul Woodward" book review is simply pathetic and on par with Mr. Rein's book review. Each is worthless and a complete waste of time. Both of those "contributors" should be banned from Seeking Alpha until they can demonstrate an ability to treat the readership here with the respect we deserve. It is not about Mr. Rogers; it is about us, the readership here.

Some Muni Bonds Appear Screaming Buys Here

"When have we ever seen muni yields at significant premiums to taxable Treasury yields?"

So that begs the question of WHY we are seeing that now, no? Are they just feeling generous?

Book Review: Jim Rogers' "A Bull in China"

Mr. Rein: I'd like to first thank you for the amazing tip on YUM BRANDS. And then I'd like to congratulate you on having been a Teaching Fellow at Harvard. After reading how you "topped" your students on the first day of class with the question regarding their opinions regarding China, I couldn't help but wonder if you posed the same question on the last day of class.

I just finished Mr. Roger's book. I have read each of his books. I read lots of books. A BULL IN CHINA is clearly less a proclamation than an invitation for readers to join in the initial stages of personal discovery and excitement over an emerging region. I read it in the vein of an educated journal with an intelligent margin of investment ideas. Within just the first few pages, I learned quite a bit about China (thanks to a man from Alabama). Whereas reading your "book review" treated me to nothing more than evidence of a complex of conceit--perhaps the result of a lone man in China trying to distinguish himself from billions. But I will not take that to represent the country as a whole. And I hope if you did poll your students on the last day of class, they said the same.

You should consider returning to school, Mr. Rein. As a student. At the elementary level. Because the skills you lack in writing, thinking, and properly regarding others are all very elementary.