Doug Roberts
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Latest Comments44 Comments
Did the Elimination of the Uptick Rule Contribute To Recent Market Declines?
Anecdotal stories about volatile markets don't prove a valid association.
Doug
Excess Liquidity: Who's Left Holding The Bag?
I just wish to thank you Michael for putting perspective on this arena. It is complicated enough that virtually nobody wants to take responsibility for it.
I look forward to finding out more about some of the key elements of derivatives: size of the market, the illiquidity and the extent to which this area can avalanche into other asset categories.
Again, my thanks.
Doug Roberts
David Fry's Daily Market Outlook
Your lines on the FXI imply that it will go lower. Everybody write about the contagion in China.
Let's be clear - the bottom of the Shanghai market was the first day it fell. Since that first day it has rallied more than 5%.
I suppose you know that FXI are all state-owned companies.
Doug
KongZhong Corporation's 37.3% Price Rise: It's Time to Hold
The first table in this article says that Kongzhong's market cap is $298 Million. That does not fit with the information on Marketwatch.com. Marketwatch.com reports a market cap of $11.73 Billion. Why the dramatic discrepancy?
Doug
John Hussman: Unhealthy Market Exuberance
Is there a source for this AJO indicator? A place I can go to see it regularly?
Thank you.
Doug Roberts
The Return of M3 Money Supply Reporting
Got it wrong. Excuse my error, please.
Thanks.
The Return of M3 Money Supply Reporting
Love your posts.
The shorter term M3 chart appears to have a different percentage rate of change in M3 (right hand scale) than the longer term M3 chart. One has a current value of ~10% and the other a current percentage of ~14%. Why is that?
Thanks.
Doug
Where Is All This Excess Liquidity Coming From?
Maybe I am misreading the M1 chart (and the others too since they appear to me to have the same problem), but why would the percentage growth from a year ago - the scale on the right vertical axis - show negative 1% growth when the stock of M1 apparently grew from 800 Billion to 1300 Billion?
Thanks.
Doug Roberts
Foreigners Flocking to U.S. Bonds
Your conclusions would be easier to accept if the charts were more self explanatory. I did not get the obvious reason for why "the clear driver was bonds". The legends and titles are supposed to do the descriptive work so that the graph's story is clear. Maybe I am the only one who did not get it...
The Economy Continues its Slowdown - Will Anyone Save the Day?
This is exactly the kind of information I am looking for. Thank you.
Doug
Milk a Substitute for Cola in China?
Two other Chinese dairy ADRs that I have traded this year - both were doubles for me - are Synutra (SYUT) and American Dairy (ADY). Synutra just continues to go up, but both companies have great earnings growth. ADY has been added to the Russell Microcap index. Both have targeted parents of children.
Doug Roberts
Commodity Prices Can Decline Too Fast
I read all your posts and usually find them informative. This post is a bit puzzling.
The Fed has made inflation their focus. If inflation declines then they will back off on interest rates. That is noncontroversial. If inflation stays above the Fed's target zone while commodities decline precipitously then I expect the Fed would stick to an inflation fighting stance. This point may be moot since it would be unlikely for inflation to stay high while commodities decline fast. Nevertheless, I do not agree with your statement that "If commodities do pick up speed on their move to the downside, then you can bet that the Federal Reserve is going to be moving fast by lowering interest rates."
Thanks for all your research.
Doug Roberts
Highlights from Chinese Education Provider New Oriental's IPO Filing
Why would investing in New Oriental China return better results than REVU returns? REVU has found this market difficult - and for a long period of time. What makes New Oriental different?
Doug Roberts
Stephen Roach on China's Tightening Campaign
I enjoyed reading -just now - all of Stephen Roach's postings that were available.
I am an American, living in the states. I look for additional information on China.
Mr. Roach's comments in this post illuminate the actual facts of China's fast developing economy. My read of this excerpt is that growth is so strong in China that trying to gain control over the nascent growth is not expected at this time. He does not give a timeframe, but I have to assume it would be after China's growth and development continue for a significant period of time.
Thank you for providing Mr. Roach's remarks.
Doug