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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Snowshoe who wrote (33600)4/21/2008 9:14:16 PM
From: TobagoJack  Read Replies (2) | Respond to of 217652
 
just in in-tray

quote

From a colleague of mine, who met with the head of Asset Management for a very large European firm.

He said that there has been a "sea change" in the past 2 months, especially from the large Sovereign Wealth Funds in terms of Asset Allocation. In the coming months, they have zero interest in the US stock market and want to take money off the table.

At the same time, they are uniformly bullish and are seeking to massively increase their exposure to Asian equities.

So if Dr. Jim is right, their timing would be just as expected. Pile in to the Asian firms in the 6 months before they really turn and their earnings numbers get really ugly. In the meantime, we could see significant flows out of US equities and in to Asian equities, as I don't think that they've implemented much of their strategy as of yet...

Just anecdotal evidence, but I think the basic premise makes sense. If you're going to short, short the US market and not the Asian markets for the next few months....

unquote



To: Snowshoe who wrote (33600)4/21/2008 9:18:29 PM
From: gg cox  Respond to of 217652
 
There is more ass kicking going on than is posted on SI..you have to be a modern man to take it.<g>

Message 24517688



To: Snowshoe who wrote (33600)4/22/2008 5:23:15 AM
From: elmatador  Respond to of 217652
 
World tourism expanding thanks to emerging markets sending them out by the plane load. Watch out for the Chinese there in the coming Summers.

I think Elroy can get job as tour guides to the Brazilians if he improves his Spanish and with a bit of Portuguese.



To: Snowshoe who wrote (33600)5/20/2008 12:40:17 PM
From: elmatador  Respond to of 217652
 
The government and the productive sector have expressed frustration over the concentration of Brazil's fertilizer sector in a handful of companies, which include large multinational grains traders such as Bunge Ltd (BG.N: Quote, Profile, Research) and Cargill.

Brazil threatens to nationalize fertilizer mines
reuters.com



To: Snowshoe who wrote (33600)5/26/2008 4:43:53 AM
From: TobagoJack  Read Replies (2) | Respond to of 217652
 
am guessing the nyse will go down, again, because hang seng index went down, again

we seem to be in a situation where nothing can convincingly rise, and everything can scarily tank

energy shares took a hit in australia today, and so, given the globally sync-ed nature of markets driven by planet-wide movement of same flavorless paper money, i suppose the time cannot be far off for another round of drubbing even if of interim nature



To: Snowshoe who wrote (33600)6/25/2008 1:59:44 PM
From: elmatador  Respond to of 217652
 
why plants that work with bacteria to convert atmospheric nitrogen gas into an essential biological nutrient (ammonia) tend to prevail in the world’s tropical regions rather than higher latitudes.

...

The first is that temperature constrains the distribution of nitrogen fixation, contributing to the lack of nitrogen-fixing trees in mature forests at high latitudes.

The second – that nitrogen-fixing plants hold an advantage in terms of their ability to acquire additional phosphorus – provides an explanation for the persistence of nitrogen-fixing plants in mature lowland tropical forest and savannas.

sciencealert.com.au

ELMAT: Nature favors tropics...



To: Snowshoe who wrote (33600)7/5/2008 10:07:28 AM
From: elmatador  Read Replies (2) | Respond to of 217652
 
Creator of the thread BBR disappeared! Member 8359829

Place look those little bars the long term unemployed of Germany smoke Rote Hand strong cigarettes. Drink beer and talk about the old times and against the government.



To: Snowshoe who wrote (33600)7/18/2008 2:19:03 PM
From: elmatador  Read Replies (1) | Respond to of 217652
 
Alaska was the most hostile to business. TX the most friendly. ThyssenKrupp and Mercedes notwithstanding, it appears that Alabama ain’t so great a business state according to the powers that be at CNBC. The network ranked the Heart of Dixie as the 42nd best state for doing business. The rankings, which took into account such factors as the cost of doing business, size of workforce, quality of life and transportation, found that Texas was the most hospitable state to do business in, while Alaska was the most hostile. Alabama earned exceptionally low marks in education (47), quality of life (45), transportation (43) and business friendliness (39). We can only hope the folks over at the Olympic Committee don’t hear about this. In case you’re wondering, our neighbors in Tennessee placed 21st overall, which might just explain why the Volunteer State is the proud recipient of that new Volkswagen auto plant. Alabama had been on the German automaker’s short list.

bhamweekly.com