10 Predictions for the Global Economy [View article]
You have a keen perception for the obvious.
However, you might consider that you are far more optimistic than reality. There is a much deeper conflict that is completely ignored...
There is no more money into the hands that need it and income distribution is utterly catastrophic. No jobs, no improvement -- only far worse as conditions deteriorate.
End of the world BBQ at my house Dec. 21st, 2012. You are all invited and if you see JC or Edgar Casey tell them to bring cups and napkins.
Exactly, loco rico -- however how low can it go? That is utterly anyone's guess, however with every $1 leveraged 1280 times (Freddie and Fannie) that is a heck of a lot of vaporization...
Opportunity in Emerging Markets Amidst This Panic [View article]
Chris B - I agree, now is opportunity, but not for recommendations.
Fortunes "can" be made in times like these, but just as much "can" be lost.
I love the emergings, and will go long as soon as I feel there is something worth taking a stance on. Wild 7% swings in equity markets worldwide are not a sign of confidence to go long, particularly as the global liquidity catastrophe is beginning to get in the spotlight.
I for one have been saying that this correction has been coming much longer than 4 months, and we won't even begin to see clearly until the DOW is around 8500. There is no end in sight for emerging exposure at this point, and you are simply throwing your money away (short term).
Opportunity in Emerging Markets Amidst This Panic [View article]
This commentary is pure speculation. Why not just come out and say "I see the bottom" like the countless other quacks writing to write.
No way Jose' would I recommend anyone jumping into international until domestic confidence is restored OR more evidence of decoupling of the US with the rest of the world is seen (over time).
For disclosure I love emerging markets, they have been good to me.
10 Predictions for the Global Economy [View article]
However, you might consider that you are far more optimistic than reality. There is a much deeper conflict that is completely ignored...
There is no more money into the hands that need it and income distribution is utterly catastrophic. No jobs, no improvement -- only far worse as conditions deteriorate.
End of the world BBQ at my house Dec. 21st, 2012. You are all invited and if you see JC or Edgar Casey tell them to bring cups and napkins.
Cheapest Valuations in Decades Will Trump Panic Selling [View article]
Real Estate has another plunge to go -- commercial real estate bubble is due to pop!
Another Bloodbath? [View article]
Another Bloodbath? [View article]
Another Bloodbath? [View article]
Thoughts?
Another Bloodbath? [View article]
MONEY IS WORTHLESS!
Opportunity in Emerging Markets Amidst This Panic [View article]
Fortunes "can" be made in times like these, but just as much "can" be lost.
I love the emergings, and will go long as soon as I feel there is something worth taking a stance on. Wild 7% swings in equity markets worldwide are not a sign of confidence to go long, particularly as the global liquidity catastrophe is beginning to get in the spotlight.
I for one have been saying that this correction has been coming much longer than 4 months, and we won't even begin to see clearly until the DOW is around 8500. There is no end in sight for emerging exposure at this point, and you are simply throwing your money away (short term).
Not to worry.
Opportunity in Emerging Markets Amidst This Panic [View article]
No way Jose' would I recommend anyone jumping into international until domestic confidence is restored OR more evidence of decoupling of the US with the rest of the world is seen (over time).
For disclosure I love emerging markets, they have been good to me.