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
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
Friday, July 16, 2010
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
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!
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.
From Feb 5, 2010 to April 27, 2010: also 64 Trading Days.
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