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karungo

karungo
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  • Emerging and Frontier Markets: Where the Money Will Flow [View article]
    if the USD remains the carry trade as per the present market conditions for the next 100 years,then lets expect these scenarios....
    a strong equity market worldwide lead by the present developing nations,a strong EURO,meaning that america should start preparing itself for a change in market dynamics where it will have to keep devaluing its currency because sooner other than later America will be forced to become an export oriented country to fight unemployment and the risk of deflation
    Mar 23 03:44 AM | Likes Like |Link to Comment
  • New Leg Up for the Dollar? [View article]
    if i would ask,what happens when the following events happen
    1.EZ assists Greece
    2.IMF assists Greece
    and would that save the euro when its still clear that the other PIIGS comrades are budget stricken
    3.when we focus our attention to Spain?
    is the market at the moment valued according to the whole macro view or just the micro view. if the macro view has been accounted for,then the dollar is well priced but if its the micro view,a double dip recession is coming.
    Mar 23 03:09 AM | Likes Like |Link to Comment
  • Thoughts on Jim Rogers' Take on Greece, Euro [View article]
    perfect markets,imperfect information...the European union is still facing the risk of a double dip recession catalyzed by massive budget deficits,i would think the EZ is happy with a weak euro so as to pay their debts at a lower rate and at the same time,the US cannot afford a weak dollar,it will be too expensive.....hyperinf... would support a slow and cautious market rally thus a stronger dollar in the medium term fundamental outlook.
    Mar 23 02:39 AM | Likes Like |Link to Comment
  • New Leg Up for the Dollar? [View article]
    i support a bullish usd index,greece and other european nations are budget stricken,overheating in asia causing tightening and the present low levels of consumer confidence.
    Mar 22 01:31 PM | Likes Like |Link to Comment
  • Increased National Productivity: Better for Investors Than for Workers [View article]
    i would say that the drivers of the economy are more keen in the intrinsic growth and in one way or another the profits and capital vs expenditure equation has to be offset such that the owner;s opportunity cost for investing vs closing down has to be met.job and wage cuts have to occur and the equation is well balanced for the employer to retain you.
    Mar 6 08:58 AM | 1 Like Like |Link to Comment
  • H2 Blues: Understanding the Stock Market's Weakness [View article]
    just as you said,"BUT the ultimate judge is the market and investor reaction to news", so how does this indicator tell you the next level of GDP will be? from this article, i would guess you are optimistic on the economy because of the levels attained from the recession period till now,but does the indicator predict whether there would be a double recession and to what levels will this recession occur,and if there is a bounce,how much in the long term?
    Mar 1 12:55 PM | Likes Like |Link to Comment
  • The Key Driver of Q4 Growth? Inventories [View article]
    i would like to ask,if at all EURO ZONE had not had the problems the PIGS are causing,would the GDP figures have strengthened the dollar,which are the major indicators you look for when determining that the GDP figures are genuinely strong and not superficial,would you assist me in researching on this?
    Mar 1 03:24 AM | Likes Like |Link to Comment
  • Macro View of Economic Malaise [View article]
    i cant agree more with you kevin,the stimulus the government has issued has to be used intrinsically(given to SME's) to abate the present levels of unemployment,otherwise... stimulus flow will only be aiding the big players to return back to business forgetting that the "bystanders" are the engine of the American economy
    Feb 28 08:44 AM | 1 Like Like |Link to Comment
  • Dave's Top 10 Reasons to Fade the Recovery (Remember, It's Not a Business Cycle) [View article]
    a very detailed research it is,would i be wrong to surmise that the economic recovery we are experiencing is still on the technical side because fundamentals have not yet supported the so called global recovery hypothesis.so its still safe to bank on the safe haven and be risk averse
    Feb 28 06:07 AM | 1 Like Like |Link to Comment
  • Measuring Risk Asset Performance [View article]

    it makes sense,i would like to ask whether the hypothesis is more fundamental or technical and where would you take your positions from considering the levels of risk assets on the graph,would you rely on it to predict price of the dollar,or in general the dollar index.please stay in touch and help me understand because the logic is very clear but fazy
    Feb 28 05:46 AM | Likes Like |Link to Comment
  • Macro View of Economic Malaise [View article]
    the only people who can clean out the mess is not the government but the banks,thats why the government wants to regulate them because the aftermath of their economic decisions(whether genuinely wrong or pre-calculated to be wrong) should not be the government's responsibilty,the banks are hurting the consumers and at the same time they are the ones who draft their own regulations,so its not an economy for the people by the people but for the hawks by the hawks
    Feb 28 05:20 AM | 2 Likes Like |Link to Comment
  • Emerging Global Launches Brazil Infrastructure ETF [View article]
    i believe that physical growth of a company does not necessarily mean better returns to investors,so i hate to admit that i don't think its fundamental enough to trigger investment,anyone with a detailed research of these etf's
    Feb 27 01:59 PM | Likes Like |Link to Comment
  • Craig Thomas' 'The Econosphere' Is No Turgid Economics Treatise [View article]
    satirically,we could say that the reason why few people survive the markets is because most are trying to fight the bigger creature in the econosphere and don't listen,they don't appreciate its purpose so they rebel to their detriment,these are pure gamblers.one ought to know one's place and ride the tide.simple but yet complex.
    Feb 22 02:41 PM | Likes Like |Link to Comment
  • Coca-Cola Will Outlive Its Competitors [View article]
    thats true,ko is here to stay,its marketting and advertising strategy is unequalled,there are very few if not none,homes in the world without a ko product,buffet has made a more than wise decision in investing in ko,because the underlying fundamentals to its dominance and adaptability makes it a goldmine only the "blind" see.
    Feb 21 03:39 AM | 2 Likes Like |Link to Comment
  • Zachary Karabell's 'Superfusion': How 'Chimerica' Will Shape This Century [View article]
    i am also amazed at the reasoning behind china's unwavering patience,everything is connected to each other and to itself,so if america decided to cut its ties with china,then china must be having an economic backup plan to force america on her knees,the chinese will invest longterm on the us debts,making them have an upper hand in any dealings,thus china ends up winning in the end.
    Feb 6 07:44 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
21 Comments
9 Likes