We have been interested in AsiaInfo Holdings for some time and patiently waited until it came into our price zone. Today at $15.50 or so, we added an initial position to TDIMG portfolios. If the idea holds that there are hundreds of millions of users in China that...
Here is the latest conversation . new insights for anyone who invests in anything. We are now adding stock tips and things to look for. This chat is presented as-is for anyone who wants to listen in. Among other things, this week we talk about Consumer Confidence going...
The South is really not doing well and overall the NAHB Homebuilders index is also suffering from total stagnation. While we are seeing a bit of improvement in the FUTURE index, the PRESENT index is stable at best. This is not what the markets are looking for at these...
Guest: Mike “Mish” Shedlock of Sitka Pacific discusses the bid on bonds and what that means for the markets. In addition, we review the price reductions that are being seen globally and how that will effect long term spending, earnings and unemployment. We also discuss the current CPI numbers and...
Some of the more interesting and important items for August 14th :
U.S. Stocks `Dramatically Overpriced’ Amid Crisis Fallout, Federated Says – Chief Strategist for BEAR markets. Is that really his title? Who is the bull fella and do they move ahead of each other in different time periods?
Schwarzman’s $702...
