Trefies

2 Comments

    • Value Investing: Going for the Gold (and Silver) [view article]
      WHY COMPLETELY REPRINT AN OLD ARTICLE UNDER A DIFFERENT TITLE.??
      This is a cut and paste of your "long ideas for an upcoming crash"

      has nothing changed int he past month? No new thought? not even a better idea of phrasing or punctuation?
      Jul 25 05:11 PM
    • Global Investing: Only 'Dead' for the Dumb Money [view article]
      1. Zimbabwe's 1600% isnt so impressive when you consider their currency has dropped faster than Spitzer's pants at a brothel.
      2. Lets give Bernanke the benefit of the doubt and assume he attacks inflation.. if so our currency will firm... if our currency firms how will that affect your theory??.. dramatically.. since a substantial portion of international fund returns over the last 6 years is attributed to the decline of the greenback.
      3. agreed that oversees growth will be faster than domestic.... However you criticize US companies for generating all of their growth overseas when that has been the driving force behind nearly all international growth--- Exports--- take away the american consumer and tell me how much growth China will see? India et al?(substantially less than current valuations.. is my position.. right or wrong)
      4. The US is a good place to put your money for one reason.... 10 years from now we will still respect the principals of Capitalism... Can you say with absolute certainty China will?Thailand? Zimbabwe?... revolutions can happen faster than you can withdraw funds... for that reason alone we should be afforded a safety premium.

      -So basically-- yes globalism isnt dead... But i'd still be very very wary of over-doing it.
      Jun 25 02:13 AM
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