mangiamillie

Inflated Prices, Equity Bubbles: When Fools Rule

I follow Shiv Kapoor because I find his remarks sensible and insightful. Food for thought: invest in companies that supply emerging markets' needs as opposed to investing in emerging markets.Mr. Kapoor points out that there are exceptions. In his Disclosure he mentions that he's long several Indian companies. I'd appreciate knowing which ones.

BHP Billiton: A Booming Company

Great analysis. How about TCK and dear old ITW?

Brazil's Ready for Big Fixed Income Investors

Bill Gross of Pimco recommended Brazil 5 year bonds, closed end corporate bond funds, and bank preferred stocks.

10 Top Global ETFs

Informative and useful. thanks!

Doug Casey: How to Play Interest Rates

Dennis Gartman also recommends TBT. Good enough for me.

Are TIPS in a Bubble?

An informative article however I'm leaning toward Dennis Gartman's view about buying the ETF TBT.

Valero vs. Tesoro: Comparing Two Refiners

A well reasoned analysis. I'll keep an eye on TSO.

The Leading Cause of Personal Bankruptcy

Well done, TraderMark. It's informative and wry. I appreciated the comments from Alex the Australian. I can afford Medicare and Aarp gap. I live in NYC and therefore have excellent doctors and hospitals. It's a great system for me. Selfishly, I don't want to tinker with it, but I'm in the minority. Also, I don't want others to live under a cloud of fear of financial ruin because of medical expenses.How can we keep the good qualities and make them available to all? That Australian model seems sensible.

Buying Dividends: Stocks Going Ex-Dividend in Last Half of May

This article is a veiled commercial for WSNN.com. Click on the recommended web sites and you'll see what I mean. This diminishes Seeking Alpha.

Will the Euro Survive?

This is a non article. The writer threw some news bits together and then didn't have the courage to predict whether the EURO would survive or fail.

Obama Spending vs. Netanyahu Cuts: Who's Right?

Netanyahu said "It’s 1938, and Iran is Germany, and Iran is racing to arm itself with atomic bombs”. I beg to differ. Israel is like 1938 Germany and it has its atomic weapons in place to wipe out its neighbors.

Buffett May Not Have Sold Johnson & Johnson

It's fine to notice what the big dogs are doing but foolish to imitate Buffett as if you can piggy back on his success. That's turning the market into a religion and Buffett into a god.

Apple Moves to Dual CDN Vendor Strategy: Limelight and Akamai

An excellent article. I'll research LLNW.

Barron's Takes Down Cramer, Again

Cramer is selling stocks but he could be selling anything. Also, he's an egomaniac who poses as humble, kindly Jim Cramer who wants to protect the public. That silly booyah business reminds me of the class wimp/outcast who thinks he's imitating the class jocks.Only in America.

Caterpillar on Mining and Commodities

CAT has been used by the Israelis to destroy the Palestinians' homes. Ever hear of Rachel Cory? CAT is aware of this. As long as its machinery is used as a weapon I won't buy it and hope others won't either.