China

• Who Said China was Dead?…Well, What do I Know?
  Posted by Howard on April 28th, 2008 at 12:18 pm, Comments: No comments yet

  I am losing my ass in FXP of late. Too many times at the well with success I guess… and about to say goodbye to [...]

• China…Case Study…SUPPLY
  Posted by Howard on January 17th, 2008 at 8:56 pm, Comments: 1 comment

  At the beginning of last year, China looked like a top. When it broke, The Chairman and I were all over it. It proceeded to [...]

• China Life (LFC)…New Shareholders may Die in Pain
  Posted by Howard on January 6th, 2008 at 9:26 pm, Comments: 3 comments

  This tidbit from Fly got me thinking about China Life (LFC), a trend I completely missed, but one that may be a goner for now. [...]

• Housing Crash…Case Study….China and Solar coming in 20??
  Posted by Howard on January 5th, 2008 at 7:32 am, Comments: 6 comments

  HOUSING…All we are left with is another case study in fear greed and leverage. I started writing the case study back in February of 2007 [...]

• "Stock" Beats Sex in Google China Keyword Searches
  Posted by Howard on January 4th, 2008 at 1:33 am, Comments: 4 comments

  I would say we are closer to the end of this party than the beginning based on ‘crack’ headline research like this . It could [...]

• The Global Bull Case…The Taste of Money and Wealth is Intoxicating
  Posted by Howard on December 11th, 2007 at 6:19 am, Comments: 2 comments

  India, China, Brazil, Mexico and Russia and Malaysia. They all have this in common…massive 5-year runs. Will they continue though? Wealth makes even hardened ruler [...]

• The Bears…Not Lazy Enough…My Dell Market and Chinese Dental Plan Hypotheses
  Posted by Howard on November 30th, 2007 at 8:53 am, Comments: 2 comments

  It should be a DREAM DAY for bears – Dell is down 15 percent (it deserves to be lower by the way). They are all [...]

• Today's Asia Bloodbath was a Given…
  Posted by Howard on November 11th, 2007 at 9:01 pm, Comments: No comments yet

  It’s a mess in Asia tonight . China continues to boom in a ridiculous fashion. Check these numbers out . If they revalue, they won’t [...]

• Comparing China, Housing and Nasdaq Bubbles
  Posted by Howard on November 2nd, 2007 at 8:29 am, Comments: 1 comment

  Awesome chart here comparing all the big past bubbles and a frame of reference for where China is possibly in their bubble cycle. Seeing that [...]

• There are All-Time Highs and All-Time Stoned…Pass the Duck!
  Posted by Howard on November 1st, 2007 at 9:09 pm, Comments: No comments yet

  I think this ONE deal may mean we are truly near an All-Time ‘Stoned’ in global markets. Please SELL something to ward off the evil [...]

• What If China Doubles and The Dow Goes to 20,000…How Would You Fare?
  Posted by Howard on October 30th, 2007 at 10:25 pm, Comments: 9 comments

  I know I would do very well. I would like to do better. This has been one hell of a bullish blog for two straight [...]

• Gold, Oil, Tech, China and a Weak US Dollar = Goldman Sachs Profits
  Posted by Howard on October 29th, 2007 at 9:38 pm, Comments: 1 comment

  Gold at $800, Oil above $93, Tech on fire, China in a boom of histrorically epic proportions and the US Dollar imploding…based on these headlines, [...]

• CTrip.com ( CTRP) on Wallstrip
  Posted by Howard on October 24th, 2007 at 3:54 am, Comments: 1 comment

  CTrip.com is a good example of a trending stock that caused ovenight pain. In 2005, you were riding along comfortably in CTRP and boom, the [...]

• Apple Passes IBM WITHOUT China in the Mix…Apple is still Early
  Posted by Howard on October 23rd, 2007 at 6:08 am, Comments: 5 comments

  My friend Maoxian has an interesting post up on the top 25 brands in China: 1. BMW 2. Microsoft 3. Intel 4. Mercedes Benz 5. [...]

• Today's Lesson: How to Call a Top!
  Posted by Howard on October 18th, 2007 at 8:30 am, Comments: 2 comments

  It’s easy. Just keep calling for it. I have said China was topping at least twice including yesterday. Josh Kopelman has an excellent post written [...]