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SEA
How would you play it?
Baltic dries up
FOR most of the past two decades the main measure of shipping costs has been used as a guide to what is happening to world trade. So the fact that the Baltic Dry Index—which measures the rates charged for chartering the giant ships that carry coal, iron ore and grain—has fallen by almost 60% in its longest streak of consecutive declines for nine years (34 days running as of July 14th) has won attention.
Homer
7/19/2010
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CNY
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Yuanimpressed
China’s adjustment of its currency is too small and slow for many
Homer
7/19/2010
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IAI
KBE
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Curate's eggs
THE second-quarter results posted so far by large American banks have been good in parts, bad in parts, though like the curate’s egg in the famous Punch cartoon, the bad somewhat outweighs the good. The relief that the worst of the crisis has passed—for them, if not their European peers—was palpable. But some dark clouds remain in the sky.
Homer
7/19/2010
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TWN
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Taiwan Greater China Fund's Montly Update
Taiwan Greater China Fund's Montly Update
CEF_Guru
7/14/2010
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Recent Fund Discussions
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tschuma417
4/28/2010
AMJ
Nice Yield play here
At 300bps or so above the 10yr, this still looks like a nice yield play
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tschuma417
4/28/2010
UNG
ETFDesk users: Where do you see Nat Gas prices going?
Any thoughts?
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tschuma417
3/10/2010
FXE
Views on the Euro?
out of the woods or more pain to come?
1 Reply
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tschuma417
12/17/2009
VWO
VWO over EEM?
Seems to me, if you believe in the Emerging Markets growth story for 2010, you'd rather be in VWO over EEM. Lower expense ratio and great exposure to China, Brazil, Korea, and Taiwan.
1 Reply
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Homer
12/6/2009
EWZ
Any less expensive emerging markets to invest in?
looking for ideas. I think Brazil equities are priced to high.
2 Replies
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