nmelendez

Jim Rogers: Focus on China

I am also bullish on China. However i am not heavily invested in China....yet. Remember, this is a cycle Bear. Waiting for a bottom when Dow hits 5000. Then i am in.


On Aug 09 11:16 AM jse17 wrote:

> Every investor’s “best friend,” Ole Jim, admittedly has not purchased
> Chinese equities since 11/2008 (date not specified). From 12/01/2009
> until 09/07/2009, the Chinese iShares, FXI, index increased 69.96%.
>
>
> finance.yahoo.com/echa...;range=1d
>
> It is for each of us to decide if a huge Chinese advocate that missed
> a 69.96% explosive market up move would then appropriately pontificate
> on others’ ineptitudes. Perhaps it is on point to suggest that stating
> quick to criticize and slow to praise (except of course relating
> to personal actions) is a pathognomonic marker of Jim’s persona!

Jim Rogers: Focus on China

Money may flow to China but Obama is still going to Tax overseas earnings. So GE is going to become a Chinese Corporation? I don't think so.


On Aug 03 06:26 PM XPP wrote:

> China has lower corporate taxes than the US my friend! Capital will
> flow to China and away from the US. Socialism has never created wealth
> for its citizens. China knows the US Gov't is printing its way to
> total failure.

New Opportunities Abound in China's 4th-6th Tier Towns

So competition in the US is fair? Yea right, and i got a bridge in Brooklyn for sale.


On Jul 26 11:11 AM James Lewis wrote:

> Setting up distribution in the lower tier cities is very difficult.
> Also lets be clear that the big chinese brands already have their
> distribution channels set up and are plugging Chinese goods.
>
> Competing on this level is very hard, very very hard.
> Please note local merchants do not pay proper taxes, where as foreign
> companies generally do. This 20% margin difference makes it ever
> harder. The added cost of doing business almost always wipes out
> any gain forign companies can make in areas such as innovation, marketing,
> business efficiency.
>
> Foreign companies can not make money in many areas becuse the playing
> field is not flat

China Continues Its Long, Slow Climb to the Skies

Cheaper lead painted toys, cheaper smog producing cars and now cheaper gas guzzling planes. Isn't capitalism in China great?

New Central Bank Sales Agreement Is Very Bullish for Gold

And what makes you think he hasn't?


On Aug 07 03:22 PM The Hammer wrote:

> Bernanke should just print up some phoney dollars and buy up loads
> of gold and fill up the treasury before the bust

Fundamentals Are in Place for Silver to Move Higher

Dollar index seems at a low. Suspect sell off with strength into the dollar. Brings Gold and Silver down. Last great buying opportunity. Correction into September with October starting death roll.

Gold and Silver Facing Resistance Levels

ohhh and psssssst, BTW, FYI...The dollar just started a leg 3 for you EW.

Gold and Silver Facing Resistance Levels

When 96% of the people are bullish on gold and 3% are bearish, it's time to ripoff some poor jokers.

"A fool and his money is easily parted"

Get Spending Going: But How?

Spending? why? I would rather wait and be able to buy a new car with a lifetime warranty for 5000 dollars, cash. If you can't manage your money, well, not my problem. BTW, about taxes, there are legal loopholes for the middle class.

Friday Jobs Report Discounted: Why the Rally Will Continue

Truth be told the market will rally...until it no longer goes up. No one knows how far this uptrend will go. Could go to 20000 on the Dow or drop to 50 on the S&P. This market is no longer based on fundamentals, only on the trade.

Five Reasons the Market Could Crash This Fall

So if one goes bankrupt the others collect? Kinda lika when lehman went belly up? Your statement is not "quite" accurate....emphasis on the quite.


On Aug 04 12:10 PM contracontrarian wrote:


> Any one particular Wall Street firm can lose everything they have
> or even more,but other Wall Street firms would earn the same amount
> at the same time,as they are on both sides of those derivative positions.
> Alltogether "Wall Street" can not lose money on their derivatives...

China Tries to Solve Its Dollar Problem

I agree. We have to be smart, not patriotic idiots who bash other countries/ideas. In europe almost everyone speaks three languages. Latin America, over 30% already are bilingual and growing. We need to invest in china and help them grow. That way they'll pull us all along. Invest in Latin America, great commodities play. India, as big as china. And do not forget the UAE, Petro. US dominates in technology, i do not care what anyone else says.


On Aug 03 11:13 AM djj420 wrote:

> Buy what the US is buying (banks, autos) for a trade, and keep watching
> the tape for a reversal. Buy what China is buying and put it away
> for years.

Some Commodity Related Securities Outpacing Gold

OMG...great information. TY!!!


On Aug 02 04:32 PM Clint007 wrote:

> You did again a very good post.
> Here is my find today: "Extreme Dividend Payout Ratio" from Bob
> Hoye (Juky 30, 2009) source: www.321gold.com/editor...

First Solar's Reversal After Earnings Is Hard to Understand

I still like Sunpower better. Even CSIQ has a ways to run, put pricing will put downward pressure now that there are so many players.

GDP: Here's a More Realistic Look

Here's your exit strategy:

reduce the purchasing power of the dollar so our exports are cheaper than the chinese. Even the chinese govt. is complaining that the dollar is buying less and less. That combined with the rise in china's working income will cause china to go the route of the USSR. This is ane econoimic war. You see the top of the ocean but fail to see the sharks swimming underneath. I for one say keep up the pressure!!!!


On Aug 02 06:05 PM JCC wrote:

> Good point David - But there are other possibilities, including economic
> growth.
>
> I strongly suspect that a good portion of the debt will end up being
> monetized, because we are in a very deep hole. I am waiting to see
> a well layed out exit strategy.