sacking

Tuesday Outlook: Commodities, Emerging Markets

Thanks Manya. I hope you're right. Personally, I think the downturn in Brazil is influencing the US market today. But nobody seems to be commenting on that possibility.
Positive news in US isn't producing positive results. And Brazil has been up sharply this summer. EWZ and BRF can be real winners with World Cup and Olympics bringing positive impact to their economy.
I guess we'll see what the rest of the week brings.


On Oct 20 12:46 PM manya05 wrote:

> Think about it folks, 2% tax in Brazil on capital coming into the
> country. That means Brazilians just got a tax decrease, the economy
> (consumer side) will grow even faster. When a economy has to impose
> a tax to stop foreign capital from entering the country you know
> that something really good must be going on. I say the market goes
> a bit down and sideways, in 2-3 months is rocketing again. Time to
> go in.

Tuesday Outlook: Commodities, Emerging Markets

Interesting how Brazil Bovespa is currently down over 4.5% and I can't find any comments on MW or CNBC correlately it to the weakness of the market today.

www.cnbc.com/id/30032887/

Tuesday Outlook: Commodities, Emerging Markets

Here's the article from bloomberg about new tax in Brazil

www.bloomberg.com/apps...

Personally, I love Brazil and have been buying EWZ and BRF on a regular basis. I do hope this is a temporary blip in an otherwise nice Brazilian recovery.

Any insights would be appreciated.

Tuesday Outlook: Commodities, Emerging Markets

Thanks Dave for your insights. Any insights into the announcement from Brazil? EWZ is down in after-hours over 3%. It's been running up on resources and I've been in since May. Every time it seems like the market is ready to correct, HAL appears and we're off to the races again. It will be an interesting week, with the Four Houseman running with Apple leading the way. Alway apprecaite your perspective.

Friday Outlook: Commodities, Global Markets

I prefer technical analysis and comments. If I want political comments, I got Fox and MSNBC and CNN to turn to. No one does technical analysis like the Fry guy.

Tuesday Outlook: Commodities, Global Markets

Thanks for your comments and insights. Seems like the dips are still pretty shallow. That the bears are not able to move the market lower on a consistent basis. Are we in a holding pattern until the next leg up?
VNQ continues to act as a nice indicator. And personal experience out in the California real estate market shows that the mid-market (200-500k) is hot in my area. Again, as with the mall, will third quarter figures show things picking up in retail and real estate?
Thanks again.

Friday Roundup: Commodities, Emerging Markets

Thanks for writing in what must be a trying time for you.

I'll tell you, I was at the mall last weekend, and people are buying. Now maybe it's the well-off who aren't feeling the pinch, or back to school and getting the kids what they need, or carry-over from cash for clunkers. But whatever it was, I think 3rd qtr figures are going to be better than expected, and consumer spending is picking up. JMO.

Friday Outlook: Commodities, Global Markets

Thanks for your insights and adding HYG. Seems like nothing can really move in any significant direction these days. Start down, end up, or start up and then trade down. I guess we're just waiting for after Labor Day.

Thursday Outlook: Commodities, Global Markets

As with the other comments, let me add my voice to the prayers rising up wishing Francine a speedy recovery. You're a lucky man. Thank you for everything. Take care and enjoy Baltimore and the east coast.
Thank you for all your insights.

Wednesday Outlook: Commodities, Global Markets

Some are saying the economy will turn later this year. In anticipation, oil, and commodity based economies (XLE, ILF) are moving higher. I've been a buyer of ILF in the 20's and hope it continues higher.