Archive - Mar 9, 2010

China's local government to international bank, "Of course we'll stand behind that 30 billion Yuan loan your giving to our investment arm. It's government guaranteed!.... (a year or two after the deal closes...)

Syke, we were just kidding! :-)

Large cap multinational equities are the cheapest they have ever been. An exclusive interview with Barton Biggs of mega hedge fund Traxis Partners. A stronger than expected economy will take S&P 500 earnings to $90/share. Asia is the place to be. A mammoth bubble may be developing in China, but it is at least 3-5 years off. India has yet to experience its big growth spurt. Buy South Korea, Taiwan, Thailand, Turkey, and short Brazil. (OEF), (MSFT), (INTC), (CSCO), (ORCL), (FXI), (PIN), (EWY), (THD), (EWT), (EWH), (TUR), (PLND), (RSX), (EWZ), (USO).