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  • Cisco Was A Friend Of Mine [View article]
    Yes, indeed...Too bad the article posted a picture of Leo Carrillo who played Poncho the sidekick to the Cisco Kid rather than Duncan Reynaldo actually played the Cisco Kid.
    Nov 14, 2013. 10:04 PM | 5 Likes Like |Link to Comment
  • More signs Chinese shares are closer to a bottom than a top, U.K. insurer Avvia becomes the latest to exit the country's mutual fund industry. Once the must-go destination for global asset managers, China's mutual fund assets are down 25% over 5 years despite a tripling in fund offerings. A 60% decline in shares will do that. [View news story]
    My indicators in China tell me that they are not seeing any signs of a slow down.
    Sep 14, 2012. 04:44 PM | Likes Like |Link to Comment
  • Fascinating research from BCA shows the divergence of late between Chinese stocks (down) and corporate bond spreads (getting tighter). Such is not the case in America or in Europe where equity prices and bond spreads move in lockstep. Has an opportunity arisen in beaten-down Chinese shares? [View news story]
    My observations, after a recent visit to Xian, is that the Chinese economy is only taking a slight breather before it takes off again.
    Aug 19, 2012. 04:25 PM | Likes Like |Link to Comment