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  1. M

    2 Cow Economics - A MUST READ - It will make you laugh :-)

    I remember there being lots of these here are some more. I'll google for the one on hedge funds which is really funny but not in this list. Leveraged Buyouts You have two cows. You come home from the fields one day to find Henry Kravis chatting to your spouse at the dining-room table. Two...
  2. M

    Sam Zell: "US won't enter recession; sees housing recovery in Spring"

    Is Sam Zell a buyer or seller of stateside assets? I remember a year ago after sellling equity office he was talking about making big investments overseas and getting into the game of building low income housing for emerging markets. Not a bad thought as more and more capital is being...
  3. M

    California Is On Fire!!!

    billion dollars is a rounding error compared to cost of the war.
  4. M

    Japan's Sept. Crude Oil Imports Fall Most in 6 Months

    An interesting stat about the japanese is that they are the fifth largest consumer of oil despite being the second largest economy. Also they have individuals who take fuel conservation to incredible extremes. I recently read an article where japanese motorists have calculated things like the...
  5. M

    Gambling/Casino Stocks

    Don't know if it is too late to be long. I recently initiated intermediate shorts in WYNN and LVS and am getting pumelled. Doesn't feel like the longs are on the weak side.
  6. M

    Can't afford CFC to fail

    http://www.thestreet.com/comment/wrongrear/1054323.html?puc=_tscs http://www.thestreet.com/comment/wrongtactics/1050749.html I posted these links to cramer's articles on toxic converts in another thread Looks bad for CFC IMHO
  7. M

    CFC sold its soul

    http://www.thestreet.com/comment/wrongrear/1054323.html?puc=_tscs in cramer's own words there are other articles if you follow the links in the article. net net CFC in big trouble IMHO
  8. M

    Jim Rogers sold all emerging market positions, except China

    Yeah another great call from rogers. Also that yen call is really looking good
  9. M

    Jim Rogers sold all emerging market positions, except China

    Yeah another great call from rogers. Also that yen call is really looking good
  10. M

    Why is Shanghai immune to this decline?

    great post
  11. M

    Dollar Falls To Two Month Low Against Yen on Mortgage Concerns

    long dollar and yen against euro looks like a good medium term bet.
  12. M

    IB vs. Oanda

    i use both. Oanda great for carry trading as pointed out IB great for trading period assuming you have decent capital as pointed out earlier
  13. M

    Currency of the Future?

    work overtime and put in another $100 and that should cover the risk :)
  14. M

    Jim Rogers sold all emerging market positions, except China

    The basic concept is that because of the one child policy in china and the ability to screen child sex thru ultrasounds the ratio of boys to girls is very skewed in china and also the rest of asia. More girls are put up for adoption than boys etc. etc. (Paul Merton documentary confirms this...
  15. M

    Jim Rogers sold all emerging market positions, except China

    no problem just remember that he has very long holding periods to avoid vig and taxes. So he is probably still long stuff like Komatsu, BHP, TOT from the late 90's but these are his themes for the next ten. Also i forgot he was able to find some contraceptive manufacturers for his play on...
  16. M

    Jim Rogers sold all emerging market positions, except China

    maybe but at least he has a sense of humour and takes interesting twists on things. My favourite one was when he proclaimed Colin Powell the next president of the US when most people still hadn't heard from him. If there were politcal shares back then that would have made good money...
  17. M

    Jim Rogers sold all emerging market positions, except China

    some trades he's currently in (initiated last couple of years or slightly more) Lufthansa Japan airlines Japan index china stocks - of all kinds think singapore hk and taiwan in particular commodity, travel, entertainment, and power sectors Japanese entertainment stocks japanese baby...
  18. M

    Jim Rogers sold all emerging market positions, except China

    Yes I think he is very underrated i have been listening to him since 1994 and he has made some great calls along with some howlers but overall when he wins he wins 10X so he comes out on top. Off the top of my head all of these went 8 X to 10 X after he called them rmi titanium tremont...
  19. M

    Good jurisdiction to open a trading account?

    I was wondering if someone could answer the following question. I want to open a futures trading account and a stock trading account in a jurisdiction where trading income, dividend income and interest income are minimally taxed but want to use a broker i AM familiar with. (I am in a...
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