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Non-Tech : Kirk's Market Thoughts
COHR 181.67+2.4%3:59 PM EST
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To: Kirk © who wrote (1294)5/21/2014 10:57:46 AM
From: CrashDavis1 Recommendation

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Kirk ©

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Kirk,

A few more things:

-I think stock market sentiment is more typical of at least a trading bottom than a top.

-I think the fixed income market is confusing investors, because (IMO) it is the economic weakness in Europe that is driving rates down in the US (as some traders short EU area debt and buy treasuries). Central bank activity is distorting the price signals big-time

EM investing is interesting to me, because I can buy country funds of govts I like and stay away from poor govts. I think Mexico, Poland, and New Zealand (not EM obviously) have business friendly govts and may be growing much faster than US or EU.

Re US stocks, I think we have seen a multi-month sideways consolidation in big caps and a decent correction in RUT About to push to new highs, IMO

An aside that you might find interesting if you have the time is a lengthy interview with Marc Andreesen this week at econtalk.org. Listened to it last night Andreesen said that smart phones cost $35-$45 in India and Pakistan now (if my memory is good). Also, that in the poorest countries, studies have found that given the choice between a) smart phones and internet and b) indoor plumbing and electricity, people will choose the former. Things are becoming real interesting in parts of the world that most American investors don't pay attention to.

econtalk.org
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