CONSIDER ADDING TO INDIAN ETFS

Satyam scandal has caused a large drop in Indian markets. This effect is going to be short lived. Consider adding to Indian ETF positions. Our favorite is EPI right here at $10. Add more on ...
Read more »

CLOSELY WATCH TO BUY TO COVER RBS, BCS, IBN, UBS

We have been short banks.UK government is investing $10B in RBS and $3B in BCS. We do not know how the stock prices will react. Should the prices begin to rally, we recommend covering in ...
Read more »

BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT

Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully scaled out yet, we suggest aggressively covering AFFX, WFR, KEY, ...
Read more »

SHORT IBN ( ICICI BANK )

Recent trip to India confirms that high inflation expectations are taking hold in the psyche of all important Indian middle class. Higher interest rates and increasing defaults on bank loans are inevitable. Indian stock market ...
Read more »
Follow

Get every new post delivered to your Inbox

Join other followers