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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (47496)4/18/2012 3:47:47 PM
From: Mattyice  Read Replies (1) of 78507
 
Jurgis,

OT OT: Yes this is possibly off topic, that is why i havnt posted much here about my findings. I have wrote post here on and off about vale/china since 2010.

Getting direct exposure has been difficult, its not as easy as someone say Chanos going and owning Chinese banks on Hong Kong exchanges, which i have looked but shorting is expensive for me and i have to play it a bit differently with the access i have.

I also have been looking at japanese industrial to short as a semi play on china, i love the relationship that they are spending huge amounts of capex and yielding nominal cash flow barely earning cost of capital (even with low interest rates which might not hold forever there anyhow) - that is a relationship that has worked for me in the past.

But Yes! this is a play on the massive fraud that is the emperor that wears no clothes China and Australia who is addicted to her like ************ on crack cocaine.

You have definitely positioned yourself the opposite of me. Maybe there is value there over the long run.

I wouldnt touch rio, fcx with ten foot poll. After some wreckage for these stocks i might get my 11 foot pool out

Fine by me, i have done ok on the positions and i don't plan on owning these forever and i am usually early to both sides of the party leaving and exiting.

Oh and btw i dont believe in world endings, not really my thing : )
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