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Strategies & Market Trends : BAK - Investing -- Ignore unavailable to you. Want to Upgrade?

To: RalphR who wrote (2773)	5/23/2012 8:05:33 AM
From: XoFruitCake	Respond to of 3249

Re: Apple You just sitting on the sidelines for a while? I think I can sketch out a few scenario for China. Most of them involve lower inflation and interest rate cut. But I cannot see a reasonable solution coming out of Europe. I am not sure I worry about Greece leaving or staying in Euro. The problem is bank run in the troubled countries like Spain, Italy and Portugal. It will create more economic slowdown than anything else that I can think of.. Market seems to be not concern or handicapping a easy solution some how. Since I cannot figure what that solution is, I just sit on my income stuff for now (and may be selling down some MREIT stuff but holding on everything else) and play the Iphone 5 derby later on this year.. Almost everything that I look at now are driven by the macro situation. I don't see any company with business strong enough that can do well with a chaotic Europe and a stagnate China (even if China cut rate, I don't think they can replace the construction slow down. Rail construction in China is done for a while, they can't borrow money. Government is still clamping down Residential RE. Local government construction, land sales, and spending are all stuck)