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Sunday, September 19, 2010

China's GDP



China's GDP has caught up to Japan's this year.  It's GDP now stands at more than $5T compare to USA's  $14T.

Various sources has indicated that China will catch up to USA in 20 years, around 2030.

But consider that China's GDP has doubled during the last 5 years, why would it take another 20 years to close the 2.6x gap?

I think that, giving current trajectory,  China's GDP will catch up to USA's in about 6-7 years.   This will partly be due to China's natural 10% annual growth, but the Fed will also play a big part,  by printing $$ and tilting the exchange rate further.


Monday, September 6, 2010

Google suck index

Google suck index is way up.

http://www.google.com/trends?q=suck





Wednesday, July 21, 2010

Re: Shanghai Index in pivotal stage


Shanghai has gone above 30day MA.  Should move toward upper side of triangle and hopefully go up from there.

Global markets may have put in a bottom around July 2nd.




Monday, July 19, 2010

Shanghai Index in pivotal stage


See chart:

Friday, July 16, 2010

Re: Goldman Sach


Markets turning negative.


Wednesday, June 9, 2010

Re: Goldman Sach


Markets may have reversed - oil, natural gas, basic materials moving up.

Gold/prec metals seem bullish

Other sectors may follow.


Friday, June 4, 2010

Goldman Sach


This favorite wall-street whipping boy may be near the its bottom, or will reach bottom earlier than its peers.

GS has out-shone its sector in the last month, and in 5-day and 1 day chart.

P/S = 1.53, P/B = 1.12, Forward P/E = 6.88, Trailing P/E = 5.93, 
Profit Margin 30.87%, Operating Margin 47.32%.



Monday, May 24, 2010

AGU, DBA bullish reversal


Both in the Agriculture sector.


Friday, May 21, 2010

More Great Stocks


DLTR - Dollar Tree.  As everyone is getting poorer, Dollar Tree benefits.

AGG - This is actually aggregated bonds. As funds flow out from foreign currency and stocks, bonds benefits.


Wednesday, May 19, 2010

Another Safe Haven Stock


AET - this insurer -- and some of its peers -- have held up well during the last few day's turmoil.


 

Friday, May 14, 2010

Re: EU Bluffs Market


US $700 Billion Bail Out:  Oct 2008.  
Market Bottom:  March 2009.

EU €750 Billion Bail Out:  May 2010.
Market Bottom:  in a few months?




Tuesday, May 11, 2010

Re: EU Bluffs Market



EU To Market:

Warning!  If you refuse to lend money to the 5 of us (PIIGS), we will collectively borrow $1 Trillion from you and lend to them!



And, that will completely solve our debt problem!


EU Bluffs Market


EU To Market:

Warning!  If you refuse to lend money to the 5 of us (PIIGS), we will collectively borrow $1 Trillion from you and lend to them!


Friday, May 7, 2010

FPL Group

FPL Group (NYSE: FPL) is a utility in Florida. The utility sector is considered "safe harbor" given the increased volotility in the market.

Its market cap is 21B while enterprise value is 40B according to Yahoo Financial.

Key data:
EPS:  4.42
Dividend:   2.00  (Yield 3.9%)
P/E:   11.58  (vs. 14.82 for industry)
PEG:  1.68  (vs. 2.5 for industry)

Best part:  this stock DID NOT FALL yesterday!


Tuesday, April 27, 2010

Market bearish reversal

From Oct 30, 2009 to Jan 20, 2010:  64 Trading Days.

From Feb 5, 2010 to April 27, 2010:  also 64 Trading Days.


The bear market will come when ...