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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (81149)	7/7/2008 8:29:44 PM
From: THE ANT	Read Replies (1) \| Respond to of 116555

Elmat,the issue is interest rates ,not stocks.EWZ is not cheap!15X earnings for commodities is not cheap.We are in a bubble, wake up!I could be wrong, but I believe what I am saying as I put my money where my mouth is.Making money is not about nationalism.My stocks have been 90% developing mkt for the last 10 years and yet I have sold all my EWZ and only held UBB as it is 95% capital gain.I am in SKF,DXD,EFU to hedge against UBB fall as I feel this is the first credit bubble to burst since 1929 and it will be very ugly over the next year.Already have a lot of gain in SKF,DXD,and EFU and hope to sell next year when it becomes long term gain.I hope the time to get back into EWZ or Chinese shares happens after this(5/09).If Brazilians sold today, listen to the insiders.