Roowns

Emerging Markets Performance in 2008 and Beyond

I come from an emerging market. My country's trade is made 70-80% with European Union.
Foreign investment and trade plays a huge role to GDP growth in the region. No money, no honey so to speak.
So if the consume in UE drops 2% for example, in my country exports drop 4-6%. That's why the risk and correlation is such high.

There's no secret. Cheers.

The Top 10 ETF Model Portfolio

Well. If you had like 10 mil. dollars and all you want is to keep your wealth and have low exposure to risk I guess you could easily use a mix of those.
But since it's not really anyone case in here, I'll have to pass. Thank you.

Now can you tell me how to reach 10 mil. dollars so I can use this article ?

10 Contrarian Reasons for a Bottom

I think it's already over :) But I don't expect much action this year. Maybe a fall in first day of next year...
The author theory has a good chance to happen and I agree with it, even 1.000 on S&P 500 is kind of high target...
We'll test the low again.

On Dec 08 11:12 AM mr clark wrote:

> the rally is almost over guys, 1 more day or so...

Performance of the Rally by Market Cap

Please don't use that word. A bull market can't appear before the market reaches the highest level. All are rallies and this one was a small one.
Do you have any idea how few this count for someone who lost over 50% in last year ?
Before the markets gets back to max we should get used with this type of swings of 20% or more in a week, because stocks are cheap and more easy to manipulate.

Four Commonsense Clues to a Genuine Market Bottom

The market will bottom when nobody will try to guess when the market will bottom. Now seriously, why ask such a question when the bottom is still far away ? At this point I would not even talk about a stabilization of the markets.
Till I don't hear that investors from Dubai bought a few billions homes in USA I will not remain confident of anything.

Disagreeing with Bespoke's 'Q3 Earnings Growth Not All That Bad'

Matt, i like your analysis, in fact I watch both of Bespoke and yours closely, but this time it was just a figure of speech. It was meant to say not ALL the sectors performed poorly in Q3 2008 vs 2007.
Surely, the result on the broader economy was a disaster, but companies that benefited from commodities increase in Q2 performed exceptionally in Q3. Next 2 quarters will be a terrible fall for those too, but overall it's not that bad. Financials dragged the profits down a lot.
As well I'd like to emphasis that Q4 will be a good quarter compared with Q4 in 2007 that was a terrible one, so when u look it that way things can not go from bad to worst forever.
My 2 cents on that.