Monday, March 2, 2015

Random rants

  • * Record high. It is the pre-election year and behaves like one. Next year will be a different story. Watch out for the interest rate next year.

    * China ETF FXI has been up a lot for the past year even today's P/E is still low. All the bad economic news on China do not correlate with the market. Even with a flat GDP growth, China can increase the living standard by establishing / enforcing regulations, controlling air and water quality, suppressing corruption...

    * I posted many times that Greece could recover faster due to its tourism, olives, shipping... Including myself, no one wants to catch a falling knife unless you have a time machine (mine is being repaired).

    * The pipeline will get a lot of jobs. Please do pay attention to the environment and possibility of terrorist attacks.

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