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polorumpus

polorumpus
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  • China could be the biggest loser in the U.S. energy boom, according to German intelligence agency BND. If the U.S. is able to do without Middle East oil, the balance of power between the U.S. and China would shift toward the U.S.; China will become dependent on the Arabian peninsula to meet its growing oil demand, but won't have the military power to protect its energy sources and transportation routes. [View news story]
    Don't think from short time perspective. It is good for china's military in long run. They will learn how to play this game. Chinese have money to spend on enhancing their military might. The biggest looser will be India, china's traditional rival, and South-East Asia, also in China's cross-hair.
    Jan 22 11:10 AM | 1 Like Like |Link to Comment
  • (Uh) Oh Canada! A Developing Minsky Moment In Canadian Real Estate? [View article]
    I just want to rewrite your last paragraph:
    Vancouver CONDO real estate could fall 50% in real terms. Toronto CONDO real estate could fall 30% in real terms.
    Single family homes could fall half of the above values: 25% for Vancouver and 15% for Toronto as there is no space for new single family homes in these cities.
    BTW, I live in Toronto area and I see single family homes in prime neighborhood go in 1 week at 100% to 97% of asking prices.
    Oct 14 10:35 PM | Likes Like |Link to Comment
  • How To Play China Now [View article]
    FXP - My choice of playing China. Sure, there will be high volatility but if you buy it every time it goes less than $30, and unload when it goes around $35, you will make some decent money.
    Dec 26 09:57 PM | Likes Like |Link to Comment
  • Engadget's teardown of the hyped Samsung/Google (GOOG) Galaxy Nexus finds a Texas Instruments (TXN) audio codec chip to go with the OMAP application processor widely expected to be there. They also find the same Broadcom (BRCM) Wi-Fi/Bluetooth combo chip used in Samsung's hit Galaxy S II line.  [View news story]
    I have Galaxy S II and its wifi/bluetooth sucks. Where as my wife's iPhone 4 has better WiFi reception at the same corner of my house.
    Oct 20 11:16 PM | Likes Like |Link to Comment
  • Deutsche downgrades Aixtron (AIXG) to Hold from Buy, expecting the German tech concern to see an 11% guidance miss this year combined with a small revenue decline for FY12. Shares -8.9% premarket.  [View news story]
    Looks like author wants to say "to Hold from Buy"
    Aug 17 09:27 AM | Likes Like |Link to Comment
  • FXP: Right way to profit from end of China's stimulus program. [View instapost]
    As you can see from last two days of run-up in FXP and from all the data coming out of China points to short term to medium term weakness. I think there is still a room for FXP to go higher to $36-$38.
    Nov 17 09:29 AM | Likes Like |Link to Comment
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