expatsp's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/245456/comments http://seekingalpha.com/instablog/394803-andrew-butter/38773-ten-little-known-dubai-debt-facts?source=feed#comment-794370 794370 Mon, 07 Dec 2009 11:43:18 -0500 http://seekingalpha.com/article/173854-brazil-better-than-a-bubble?source=feed#comment-766894 766894
They may be right, they may be wrong, but when the locals are saying sell, and foreigners are saying buy, well, you decide.

Then again, perhaps it's an impressive display of sanity, especially compared to the U.S., where our top policymakers continue to insist that they cannot identify bubbles.

Overall, I'd agree with manya05. Brazil is probably a good medium to long-term story, but right now it's very expensive.]]> Thu, 19 Nov 2009 06:57:34 -0500
They may be right, they may be wrong, but when the locals are saying sell, and foreigners are saying buy, well, you decide.

Then again, perhaps it's an impressive display of sanity, especially compared to the U.S., where our top policymakers continue to insist that they cannot identify bubbles.

Overall, I'd agree with manya05. Brazil is probably a good medium to long-term story, but right now it's very expensive.]]> http://seekingalpha.com/article/172381-why-i-m-still-buying-johnson-johnson-at-these-levels?source=feed#comment-755033 755033
Thank you, Dividends4Life!]]> Wed, 11 Nov 2009 07:23:28 -0500
Thank you, Dividends4Life!]]> http://seekingalpha.com/article/170924-after-securitization-who-owns-america-now?source=feed#comment-743050 743050 Tue, 03 Nov 2009 16:43:50 -0500 http://seekingalpha.com/article/156361-armageddon-part-two-securitization-is-too-big-to-fail?source=feed#comment-632231 632231 Sun, 16 Aug 2009 16:57:08 -0400 http://seekingalpha.com/article/151042-a-thought-experiment-for-bears-and-bulls?source=feed#comment-600813 600813 Fri, 24 Jul 2009 10:14:02 -0400 http://seekingalpha.com/article/126801-spotting-the-bottom-is-this-the-new-bull?source=feed#comment-432208 432208 Thu, 19 Mar 2009 10:18:33 -0400 http://seekingalpha.com/article/119199-this-is-just-the-beginning?source=feed#comment-379975 379975
As for the emerging markets, well, I live in Brazil, and for all the complaints about corruption in the U.S., it doesn't hold a candle to what's happening here. Plus Brazil has a birthrate below the replacement level and a long-term Social Security that makes U.S. fiscal problems seem like peanuts. Russia has similar problems. China and India are dependent on exporting to the U.S.

So if you want to flee the dollar, where will you go? What will support commodity prices if all the world economies are in recession?

I don't have any answers--but I do believe that much of the negativity surrounding the U.S. is not because things are much worse there, but because they garner more attention and so are better known.]]> Sun, 08 Feb 2009 12:37:28 -0500
As for the emerging markets, well, I live in Brazil, and for all the complaints about corruption in the U.S., it doesn't hold a candle to what's happening here. Plus Brazil has a birthrate below the replacement level and a long-term Social Security that makes U.S. fiscal problems seem like peanuts. Russia has similar problems. China and India are dependent on exporting to the U.S.

So if you want to flee the dollar, where will you go? What will support commodity prices if all the world economies are in recession?

I don't have any answers--but I do believe that much of the negativity surrounding the U.S. is not because things are much worse there, but because they garner more attention and so are better known.]]> http://seekingalpha.com/article/117689-procter-gamble-dividend-stock-analysis?source=feed#comment-371307 371307 Fri, 30 Jan 2009 13:53:31 -0500 http://seekingalpha.com/article/100596-why-are-investors-returning-to-the-dollar?source=feed#comment-285654 285654 Sun, 19 Oct 2008 11:54:36 -0400 http://seekingalpha.com/article/100596-why-are-investors-returning-to-the-dollar?source=feed#comment-285653 285653 Sun, 19 Oct 2008 11:54:03 -0400 http://seekingalpha.com/article/99243-alcoa-s-bloodbath-weak-demand-tight-margins?source=feed#comment-278157 278157 Thu, 09 Oct 2008 17:18:06 -0400 http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-234644 234644
A link from the Ministry of Planning of the Federal Government of Brazil, in which Lula (on August 15) complains that half of Petrobras belongs to Americans: clippingmp.planejament...

A link from Brazil's leading newspaper, Estado de Sao Paulo, in which on August 12 Lula says "the oil is ours": www.estadao.com.br/eco...

The exact quote here is "O petróleo não é do presidente da República ou da Petrobras, ele é do povo brasileiro"

You're right that Lula has shown himself to be a market-friendly, sensible leader, and probably that will continue into the next administration. But there are risks here that the original post did not mention, is all. Risks aren't surefire disasters... they're risks.]]> Wed, 20 Aug 2008 09:03:06 -0400
A link from the Ministry of Planning of the Federal Government of Brazil, in which Lula (on August 15) complains that half of Petrobras belongs to Americans: clippingmp.planejament...

A link from Brazil's leading newspaper, Estado de Sao Paulo, in which on August 12 Lula says "the oil is ours": www.estadao.com.br/eco...

The exact quote here is "O petróleo não é do presidente da República ou da Petrobras, ele é do povo brasileiro"

You're right that Lula has shown himself to be a market-friendly, sensible leader, and probably that will continue into the next administration. But there are risks here that the original post did not mention, is all. Risks aren't surefire disasters... they're risks.]]> http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-233878 233878
Just a potential problem, so far, and the government says that all previous contracts (including with Petrobras) will be respected, but... Petrobras is not Exxon. There are risks to doing the vast majority of your business in a single country with a history of nationalism in relation to petroleum. ]]> Tue, 19 Aug 2008 09:47:41 -0400
Just a potential problem, so far, and the government says that all previous contracts (including with Petrobras) will be respected, but... Petrobras is not Exxon. There are risks to doing the vast majority of your business in a single country with a history of nationalism in relation to petroleum. ]]>