dukeb

Wednesday Outlook: Commodities, Emerging Markets

XLF chart was a chuckle....too bad you didn't have a vertically flipped answer key below it!

Tuesday Outlook: Commodities, Emerging Markets

On my news ticker now: "*DJ Bernake: IndyMac Failure Was 'Inevitable,' Bad Asset Quality"

That also makes you wonder about how well the FDIC's pending "aggressive" readjustment of mortgage terms will proceed. If the IndyMac assets / loans are bad, perhaps the FDIC will only prove true the rumors that not many are actually salvageable. They might be shooting their foot while it's still in their mouth....but only time will tell.

Tuesday Outlook: Commodities, Emerging Markets

David, thanks for pointing out DGP a few posts ago!

The people who blame Schumer for IndyMac are so freakin' clueless it boggles any mind with an IQ over v1.5. If anything, he saved some depositors their butts. Go to the FDIC's IndyMac FAQs and get an education on what happens during a takeover rather than sale...you fill out forms for even properly titled accounts if your combined balance is over $100k. If you have brokered IndyMac CDs, the interest stopped the day of the takeover but you're not going to get your $ back for a bit....that's lost interest and no access to your funds. And now the FDIC has FROZEN all foreclosures at IndyMac and is pledging to rework mortgage terms to the best possible for its borrowers BEFORE it sells what's left of the institution. Well what about the DEPOSITORS who were over their FDIC insured limits and who are supposed to collect as much of those proceeds as possible from the sale of IndyMac assets? Think giving gifts to the BORROWERS on their dime is righteous? IndyMac was the FDIC & the Bush Brown Shirts exercising what amounts to financial eminent domain over a bank to further their own agenda. It's a disgrace. Schumer is akin to an honest stock analyst who says to look out. The OTC and FDIC are prohibited from foreshadowing any of their actions, so you'll never hear it from them. Blame Schumer? Pathetic.

Wednesday Outlook: Commodities, Emerging Markets

David: The comment that the ECB is "telling" the US Fed to raise rates is being drawn from the *implications* of the differing rate stances, correct? (Rather than specific communications between the ECB & Fed, which I haven't read about but would want to if they exist. Otherwise, even though I agree with your interpretation, it's just as easy to flip who's telling who what.) Thanks.

Thursday Outlook: Commodities, Emerging Markets

Yup, I bailed on several ETFs last year that just were not living up to their marketed target. (It's a real downer when you know what the price of an issue should have done during a sharp trend, but then login to find it's done nada or even worse...gone the "wrong" way.) If they were physical products, there would be forced recalls and class-actions!

Wednesday Outlook: Commodities, Emerging Markets

Amen to your Cramer comment...but that guy does understand his audience, doesn't he? (Crud between the ears calls for crud from TV. I wonder which came first.)

Wednesday Outlook: Commodities, Emerging Markets

Anybody watching/planning to watch the new WisdomTree U.S. Current Income Fund (USY) ETF? It's supposedly an actively managed money market, which might be an interesting alternative to pathetic brokerage sweeps. But it's certainly not generating much interest off the bat.

Friday Outlook: Commodities, Emerging Markets

For what it's worth, I'll buy that. Thanks for the clarification.

Friday Outlook: Commodities, Emerging Markets

I'll be the first with the GLD sword, then.

"I don't know why I said that frankly" is a completely lame self-analysis for a public technician regarding what appears to be outright disinformation in Wednesday's Outlook. (GLD: "We took a small long position today.") There's no useful information in that Crameresque confession, and unless I'm missing the joke somewhere, we deserve better. (Was it merely a tense-typo followed by change of mind, temporary insanity, or something else?)

Wednesday Outlook: Commodities, Emerging Markets

Can somebody pass a Federal law prohibiting tenths-of-a-penny pricing for retail gallons of gas? (I hate laws, but I think that's what it would take in this case.)

Wednesday Outlook: Commodities, Emerging Markets

I'm addicted to my wife, my morning coffee, and this column.

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.

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.