jimstam

Claymore's New China ETF Dominated by State-Owned Mastodons

Over half of YAO holdings value is similar to FXI.

I prefer to buy a combination of PGJ and HAO and avoid large state-owned banks and gain exposure to non-state owned small caps more closely tied to Chinese economy. All have about 0.7% mgmt. fee.

Five Good ETF Ideas That Have Yet to Catch On

Good article. One clarification is required however.

You state:

"USO follows the "classic" method.. then rolls that position over month-to-month

By contrast, USO spreads its oil contracts out over 12 months.."

One has to be USL, which is it?

GM May Hit $200 Before Oil Does

"Although we are in a structural bear market that will last well into the next decade" .. (I assume for US stocks?) and then you go on to say "US equities will be materially higher from here."
Seems to me like you have all the bases covered!
I guess the large US deficit is not important.
If everyone knew what the future held, we'd all be millionaires.

ETFs: Implications of Goldman Sachs Predictions

A new acronym for some of these countries, following the success of BRICs could be "PIVOT".. "Philippines - Indonesia - Vietnam - Oil OPEC countries - Turkey".