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

To: Snowshoe who wrote (104290)	1/24/2014 5:09:51 PM
From: 2MAR$	Respond to of 218089

The FXI as well as EWZ ....as for the Eurozone DB's report earlier this week of preliminary Q4 revenue of EUR 6.6B, down a whopping 16% from prior year was a bit of a tell. The decline largely reflecting weaker results in Corporate Banking & Securities, and a smaller decrease in Global Transaction Banking, revs. (say what, come again?) The analysts over at DB have been all out "buckwild" upgrading everything in sight lately , rarely have seen such shameless pumpers in the market since Lehman Bros & Piper Jaffray in 1999. Their recent calls on NUS, DDD & SSYS just before these tanked recently some examples.

To: Snowshoe who wrote (104290)	1/24/2014 5:45:10 PM
From: 2MAR$	Read Replies (1) \| Respond to of 218089

Most of the US in permanent deep freeze UGAZ flew up today +22% today , on the losing end of this were the NatGas price sensitive fertilizer makers CF & AGU taken down.

To: Snowshoe who wrote (104290)	2/4/2014 6:26:32 AM
From: 2MAR$	Read Replies (1) \| Respond to of 218089

EWZ maybe this recent mass exodus of EMs might be nearing overdone, we shall see, brazil & S.America was such a great market for WHR , after 2yr run nothing's been spared 20% haircuts, this & NFLX bottomed around 50 mid 2012, running up ever since, we all know couch potatoes won the race, NFLX now over $400 then only one that still ran up. (and Burritos/CMG & Buffalo Wings/BWLD!)

To: Snowshoe who wrote (104290)	2/4/2014 7:14:26 PM
From: THE ANT	Read Replies (2) \| Respond to of 218089

Sorry for the late response as I don't get around here much. Nope, bought 1k at 42 a couple months back rode it to 48 then back to 42 and got out. Have mostly been in airlines and biotech. Delta was 10 when I posted this: Message 28601429 Michael Pettis is the best economist out there blog.mpettis.com and he says countries like Brazil are only one half way through their China correction. China will slow much further.US debt to GDP still about 360%.Not only will there be no asset inflating tailwind from rising debt, but debt should go down slowly over the next 30 years bringing a headwind. Deflation ahead. Must wipe out debt to get to high inflation Brazil will do OK in medium to long term but short term could fall a lot if all markets correct. Start buying around 35.The Chinese person on the street will see rising wages even if GDP falls--they will still need a lot of what Brazil produces. If you buy EWZ at 35 you should do well vs USA shares which will likely be little changed in 10 years. Start buying at 35 and hope it goes lower after that. Airlines will out perform. I like SRPT and CUR but both are high risk. It will be very hard to hold on to your assets much less make money in the next 5 years Pick wisely