rainman

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  • Bullish on China After My Recent Visit
    pollution?
    Jun 05 12:57 pm |Rating: 0 0 |Link to Comment |View article
  • Chinese Lessons
    True, how about the Fed then, by cutting rate to give a lift to the inflation, world wide?
    Jun 04 10:58 am |Rating: 0 0 |Link to Comment |View article
  • U.S. Dollar Marathon Update
    it is interesting that on TV channel is talking about people are using their credit card to load their gas but less is paying it off.

    that is why oil is 123 dollars, oil becomes a hard currency and the buying media is not trusted.

    pause on the rate cutting may cause more credit crunch, that is exactly the Fed Catch-22.
    Jun 04 04:57 am |Rating: 0 0 |Link to Comment |View article
  • China's CSRC Pressures Funds to Stop Selling
    Leave China equity market or CAF for a while, we are going to see some hard landing after the shock, that is inflation is going to be hyped.
    Jun 01 22:19 pm |Rating: 0 0 |Link to Comment |View article
  • Is Oil a Bubble? Part Two
    oil is now regarded as the nature substitute/exit to the weakening dollar, while there isn't any main stream currency, not even EURO could be able to replace.

    Oil is the only hard currency!
    May 31 17:55 pm |Rating: 0 0 |Link to Comment |View article
  • China's Inflation Not Peaking Yet
    After all, the earth quake would trigger deomstic demand in the end.
    It is a lot of fun to treat finance as a life long sub-carrer, but never take it too seriously for a job, or a 'noise trader." Contary to "cheaper, quicker and better" often you have to wait longer, for any value play even it is more expensive to reap better gain.

    Recession plus inflation would hit US as it was to Janpan for a very long time in order. Does US have 15 years patience? While there will be sometime, somehow a turning point for China to start off her own deomestic demand, forget India.
    May 31 11:50 am |Rating: 0 0 |Link to Comment |View article
  • China's Inflation Not Peaking Yet
    The Earth Quake would cut off 6% of pork supply that usually produced in the region. Infaltion will go on no doubt.

    Funny enough, China's CPI would is more creditble than that of US.
    Wait till Shanghai index falls below 2600.
    May 31 11:47 am |Rating: 0 0 |Link to Comment |View article
  • Complex Simplicity: A Better Portfolio of ETFs
    forget US market for a while, before consensus reached on inflation.
    May 24 05:29 am |Rating: 0 0 |Link to Comment |View article
  • Complex Simplicity: A Better Portfolio of ETFs
    My simple and easy recommendations will be:
    a FXI, FXP mixed to bet on China domestic demand to be triggered after the earth quake with a few individual picks such as CEO, and CHA.
    May 24 05:28 am |Rating: 0 0 |Link to Comment |View article
  • The White Elephant That Could Destroy Your Portfolio, Part I
    That is exactly why people turn to oil as the substitute of dollar.
    The real crisis may be ahead when:
    1. the housing crisis spread into the credit card area as the inflation worsen.
    2. Most Oil countries refuses dollar.
    May 24 05:23 am |Rating: 0 0 |Link to Comment |View article
  • Is Oil a Bubble? Part One
    Ask not if oil is a bubble, ask if the dollar is useless.
    in fact, people are forced to leverage oil as the better than gold substitute to the failing dollars. What are you going to do with it, AG had printed too many dollars and Mr.B keeps doing it till now.

    America needs to pay off the war expenses and they do not produce nothing concrete to stand back at their dollars.

    as simple as that.
    May 23 20:07 pm |Rating: 0 0 |Link to Comment |View article
  • Dollar's Fall Could Be Limited as Fed Signals Rate Pause
    You see, the Americans dragged the Europeans into their own sub prime crisis via REIT alike securities, the next bomb is the dollars in Chinese hands.

    The best approach is carrying your trade by bypassing the dollars, such as the Lonnie vs. Australian dollars.
    May 22 20:00 pm |Rating: 0 0 |Link to Comment |View article
  • Dollar's Fall Could Be Limited as Fed Signals Rate Pause
    It is hard to quantify, will the a rate pause hold the biggest lie in the world, e.g: the dollar.

    In the past years, thanks to A.G, this currency had been printed like free, and many of them are stored in the China's foreign reserve system.
    May 22 19:58 pm |Rating: 0 0 |Link to Comment |View article
  • Hong Kong Indexes and ETFs Should Rise Further
    Hey, Buddy, check FXP again!
    May 21 16:08 pm |Rating: 0 0 |Link to Comment |View article
  • Hong Kong Indexes and ETFs Should Rise Further
    Hong Kong inflation is serious; local economy may suffer big loss over the main transportation part for the expectation of Taiwan Bypass (direct flight on passenger and cargo between Taiwan and the mainland instead of via Hong Kong is under the way, around July 4, 2008 due to the change of Taiwan Politics, May, 20, 2008)

    The mainland China businesses is in trouble due to the earth quake and hyped inflation (CPI 8.5)

    Before the recovery, we will see big loss over HK play, check FXP today!
    May 20 17:21 pm |Rating: 0 0 |Link to Comment |View article

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