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redduke

redduke
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  • The Spread Between Stock Prices And GDP Is Blowing Out [View article]
    I am sure 99.99999% investors have never thought GDP has anything to do with investments. All they could see is stocks are up or down and they move with the up-n-down markets.
    Apr 22, 2015. 11:17 AM | Likes Like |Link to Comment
  • Someone Is Going To Be Very Wrong On The American Consumer [View article]
    Personally, health insurance goes up by +20%; college tuition goes up +7%. Any savings from cheap gas plus more are all gone. I do not think I am alone.....
    Apr 22, 2015. 11:12 AM | 8 Likes Like |Link to Comment
  • Alibaba, Legend Spotlight Rising Hong Kong [View article]
    long BABA.
    Apr 16, 2015. 10:17 PM | 5 Likes Like |Link to Comment
  • Macau: Six Times Bigger Than Vegas, With Six Times The Opportunity [View article]
    Well, Tony is trying to tell us that the casino business in Macau has bottomed. I have to think hard about this one........
    Apr 3, 2015. 03:13 PM | Likes Like |Link to Comment
  • E-House misses by $0.05, beats on revenue [View news story]
    The real estate situation in China may not be so good. The question is when it does bottom out. In the next up cycle, this one is a multiple gainer.
    Mar 18, 2015. 11:26 AM | Likes Like |Link to Comment
  • The Complete Guide To Understand Santander's Convulsion [View article]
    I meant to for US investors.
    Mar 15, 2015. 03:57 PM | Likes Like |Link to Comment
  • Why China Posted A Record Trade Surplus And Why More Can Be Expected [View article]
    From the trade picture alone, there does not seem to be a strong reason to devalue the RMB. Am I right?
    Mar 15, 2015. 03:27 PM | Likes Like |Link to Comment
  • The Complete Guide To Understand Santander's Convulsion [View article]
    With euro free falling, investing in SAN without hedging is a losing proposition.
    Mar 15, 2015. 03:01 PM | Likes Like |Link to Comment
  • Slowdown Lurks In Phoenix, Qihoo, LightInTheBox Results [View article]
    I hope the author would elaborate on "Last there's Phoenix New Media, which used to be one of my favorite smaller companies but is increasingly losing my interest as I learn about its internal dysfunction from media friends."
    Mar 10, 2015. 03:49 PM | 1 Like Like |Link to Comment
  • National Oilwell Varco - Standing Strong In The Midst Of The Storm [View article]
    We have to wait and see at least for two qtrs. It is a good company. But the macro environment is cloudy.
    Mar 1, 2015. 12:22 PM | 4 Likes Like |Link to Comment
  • Does American Express Trouble Mean Buy Discover? [View article]
    Delinquency in DFS is on the rise. That is part of the reason for the sell-off after announcing the earning last quarter.
    Feb 21, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Eco Data - Exports And Imports For January 2015 [View article]
    Lower import has a lot to do lower oil price. Which category does import fall into?
    Feb 8, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Oil Price Soars, Rig Count Plunges Worst Ever, But Bloodletting Just Beginning [View article]
    Bottom is reached when people finally give up oil sector and stay on the side line.
    Feb 1, 2015. 12:37 PM | 3 Likes Like |Link to Comment
  • Alibaba Q3 FY2015 Results [View article]
    People said a lot of negative things about FB after 1Q and 2Q. Look where FB is now. Immediate selling pressure from lock-up send the stock down. The right question: what is the entry point for the stock? What is the intrinsic vale?
    Jan 30, 2015. 11:05 AM | 2 Likes Like |Link to Comment
  • The Complete Guide To Understand Santander's Convulsion [View article]
    This is the best and a sober review of SAN. You can never trust the bankers!
    Jan 13, 2015. 03:42 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
236 Comments
185 Likes