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"America" the idea and "America" the reality have been diverging for a few generations now. The disparity is just getting more obvious. America is like a stone rolling downhill - it just keeps gathering steam.

1. Security Analysis, by Graham & Dodd 2. The Intelligent Investor, G & D 3. Buffett's annual letters, available on the Berk-Hath website. 4. I would also recommend "Buffet" by Roger Lowenstein as it does a superb job of driving home the value investor mindset. 5. Buffet also recommends...

Taiwan is leading, +5% already. Makes Hang Seng look boring, no? The two markets are correlated, though not perfect ...

There is about 1.3 billion Chinese ... I would discount most any 'common view' of the 'average' Chinese. That said, here's my answer: The overwhelming majority of Chinese do not have access to, nor would be comfortable with owning or trading metals derivatives. Their preference would be for...

Chinese bubble perhaps more closely resembles that of Japan pre-1990 - and still has many years to run. This is one of the best articles I've seen on the phenomenon: China's Real Estate Riddle by Patrick Chovanec Posted June 8, 2009 “The end is near!” That was the message top...

Well, I live in China ... and you are full of sh*t. More than a few on this thread who speak w/ certainty about things they only have a third-hand, or third-graders handle on. I'm not going to spend my time debunking all of your nonsense, but only punch one gaping whole: China isn't propped...

Buy 'em cheap. Sell 'em dear. Yes, it is that simple.

Every year Institutional Investor asks fund managers what they value from sell-side analysts. #1 is always 'Industry Knowledge', closely followed by 'Access to Industry Management' and 'Accessibility' to the analyst himself. Market calls and writing reports are very, very far down on the list...

Dude, you get the award for the best thread title. For the record, I've always thought it safe to bang a pornstar. And her sister.

So airbrush-fake it looks like a cartoon ...

I've heard this argument from many others, BUT YOU ARE CONFUSED. Let me try to simplify this. A. Credit is contracting, yes, leading to immediate deflation. B. Governments are printing money to counter-act A. C. That new liquidity is being disproportionately channelled into hard assets...

Schiff is pure Austrian Economics ... the same stuff that underpins the views of Marc Faber and Jim Rogers, to name a couple. Lots of people saw and understood what Schiff did re: the coming collapse. Peter deserves credit for standing up in the middle of the party and telling everyone the...

The old lady is gaming the system to bring a lawsuit. I hope she loses, and is held liable for all costs. And shame on media accounts for not showing/representing the whole episode. Physical altercations are dangerous for cops, especially if everyone, including old ladies, feel justified (and...

Goldman signaled: http://www.financeasia.com/article.aspx?CIaNID=104606

HangSeng sold off on the Goldman signal: http://www.financeasia.com/article.aspx?CIaNID=104606

Also, some hedge funds use it as their trading platform. But if these features are not essential to your work, I've found it's not necessary.

I had a personal Bloomberg at home for an extended period of time, but I just didn't find it useful. I was making good returns and just didn't need it. Unless you are an experienced professional and know the BB is essential to your work (which is very possible), dont' bother with it. And...

This is right on. My thoughts exactly ....

I scalp the options (almost) every day, intra-day.