Table of content of this blog

This post is the table of content for the better posts in this blog. Some posts have not been updated to reflect the time of recommendation such as selling Apple at $132 or buying OIL in Jan., 2016. This table of content is copied from the old one.

* Complete the Art of Investing

My purpose of this blog is to share with you my knowledge in investing and my ideas of life such as music, my ideas...

I hope to help you in investing via my book "Complete the Art of Investing". The Kindle version is $10 with over 940 pages (6*9); it is about the size of three average books.  It covers most investing topics for retail investors. It is available from Amazon.com.  Most of my books are available in paper bag and it includes the Kindle version free via Amazon.com's match book feature.

Click the following for
Summary
Table of Content of this book
Why you want to read this book.  
My original and semi original ideas
Posts help me sell books
All my books



* Defending China

Can China say no to us?

One belt, One Road.

The politicians cannot fix our problems and use China as a convenient scapegoat. Many newspapers, TV stations... want to sell their stuffs by giving what you want to hear/see by twisting the facts.

As a Chinese American, I am naturally biased but I'll not let my dumb nationalism to cover my eyes or yours. There are Chinese bashers and US bashers who do not convince us as they're not using facts. They promote distrust, confrontation, ... that I try to avoid.

Tibet. This comment has over 350 'likes' in an Economist's article. I estimate there are  3,500 reads (using 1 'like'  to 10 readers) on this long comment. Initially I faced many resentment from folks esp. from Tibetans in other articles.

Human Right. This blog has ignited discussions and scored some points for China. This one and the last one change the image of China for some.

China is a victim instead of an aggressor for last 250 years. A MUST read for Brits and Japanese.

Economy: Currency,  Rare Earth, Quality. Space Station, Tariff,
                 Wealth, 

Social topics:  Intelligence Property,  Environment, Africa, Hong Kong, Child Labor ,
                        India, Politics, Music, IP,  Modern History.

What China should do in next 5 years.
Debunk the myths on China


* US and socially speaking.

A Nation of No Losers. Quite popular. You can laugh and cry at the same time.
Trade War with China.
Our trade with China
Conflict with China
Potential effect of trade war with China
How to fix our problems
 
Lessons from Wars.
US and Wars
Efficient charities.
How to solve the trade imbalance
Tariffs on steel and alumin.
Dear recent college graduates,
Socialism could lead to self-destruction.
Why the wealth gap widens
Is Social Security going to survive?
Facebook
Patriot shoppers
Should we blame all our ills on China.
Is China friend or foe?
US vs. China
Extremes of Two Nations
 

Fixing the economy.
Why China is so poor and US so rich.
Effective Health Care Delivery.
Education by example
iGeneration 
God of Gods
Defining freedom
Political parties and the economy
Corruption, American style
Our problems, solutions and implementations
Efficient Charities
Easy fixes



* Stock Market.

Market Top. My crystal ball in April is quite right.
Market Timing.  II
Spotting big market plunges
Market timing on asset classes
Strategies for secular bull and bear markets
Recovery or W-shaped recession?
A prolonged recession
Retail's third wave
When stock is over-priced
Invest Responsibly.
The mysteries of P/E.
Diversification.
Sell shorts.
Covered calls.
Should you hold a stock forever.
Newsletters/subscriptions.
Hedge Fund 101
2011, when stock pickers die
Advice for retirees.
Dividend stock problems.
Sectors you want to avoid.
Stop Loss.
Refining Dogs of Dow Strategy.
Looking for a multi bagger
Technical Analysis.
Bonds.
Modern Portfolio Theories.
Investment Psychology 101. 
Retirees, take notice.
The evils of QE
Housing recovery?
Identifying Earnings Season Overreaction Opportunities
Different strategies
Volatility and Momentum
Distorting indexes
Dividend lovers
Trader
ETF Rotation
Market timing 4/15/2017
CD
Politics and investing
Reasons for the market fall this week

* Fun and Jokes

Even if you do not agree everything I said, hope some jokes would give you a laugh. If you get offended, you should check in your closest clinic esp. the humor department. It is not easy to write jokes that are totally unoffensive.

A + B
My day as a farmer.  A real story to be told to my grand children.
Diets that always work. Offensive to fatsos.
No Nativity Scene. Offensive to politicians.
Women.
Politicians and prostitutes

How to save the airline industry. PG 17.
My stupid name is Boris.
Celebration of Olympic Bronze.
Playing lotteries.
Lady missing a flight
Tatto
A president and a clown
My turn?
The world is round
Tony's Ark



* More in life

My Coconut Theory
One paragraph could change your health and life
The best in life
Objective in life
Religion
Travel, 
  A taste of Ireland, Baltic Cruise, Vacation Checklist
My son, the artist
Exercise: 1, 2
Happy Mother's Day
How to fight terrorists
Life is changing
English vs Chinese

* Politics

Middle East Conflict
British Exit from EU
Many firsts in this election
Republican Convention
Illegal dreamers 
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The following are the best blogs from my other blog. It is a collection of good articles/jokes circulated to me.

Jokes:
The new student from India. Very funny!
Break the promise PG 17
The 11th husband PG 17.
 Living in 2009
 Funny Acronyms
 Dear Employees

Graduation pictures from China, USA,Japan PG17. Does not work all the time.
Gift for mom
Bishop goes to Hollywood
Sex for seniors
How Staten Island got its name
How 'America' got the name
Who actually is Jesus. 

China:
The Yellow Flower Uprising.
Letter from a patriot
Shenzhen
Brief modern history

Health

6 Great Foods 

50 health hints (in Chinese)
Legalized drugs

18 Tai Chi movements "Fu" means "exhale" in Chinese.

 Misc. 

Amazing picture

Important Notice
(c) 2009-2018 Tony Pow

Disclaimer

Do not gamble money that you cannot afford to lose. Past performance is a guideline and is not necessarily indicative of future results. All information is believed to be accurate, but there it is not guaranteed. All the strategies including charts to detect market plunges described have no guarantee that they will make money and they may lose money. Do not trade without doing due diligence and be warned that most data would be obsolete. All my articles and the associated data are for informational and illustration purposes only. I'm not a professional investment counselor or a tax professional. Seek one before you make any investment decision. The above mentioned also applies for all other advice such as on accounting, taxes, health and any topic mentioned in this book/blog.  I am not a professional in any of these fields. Same for all the links contained in this book. Some articles may offend some one or some organization unintentionally. If I did, I’m sorry about that. I am politically and religiously neutral. I try my best effort to ensure the accuracy of my articles. Data also from different sources was believed to be accurate. However, there is no guarantee that they are accurate and suitable for the current market conditions and /or your individual situations. My publisher and I are not liable for any damages in using this book.  

"Outmigration"

Many have returned to China termed as "sea turtles" especially in the last financial crisis. It has been accelerating in recent years. As of 2018, it is almost one returned for one new foreign student from China. 

When the opportunities in China are better than the US, it is an easy choice. Some have vast opportunities and are given a lot of incentives at least at one time. Today many researchers return home due to lack of research funds here. Some return home due to not extending the work visa successfully. It is nothing to politics but personal opportunities.

US does not allow dual citizenship and Medicare is only available to US citizens. Many Chinese have citizenship and green card in either country. Their Chinese children have more opportunities here (i.e. less competition here). Some parents work in China and come back to see their children during vacations.

After Tiananmen Square incident, Chinese students were allowed to stay. It is one of the few times US gets the best foreign brains over welfare recipients and potential terrorists. US did miss the rich Hong Kong migrants to Canada and Australia on the year of Chinese takeover.

No Indians in the right mind want to return to India, but not Chinese. The simple reason: Compare the infrastructure of the two countries.

Business news

Free trade

It works fine for the multi-national corporations (and the investors) and the world’s consumers by producing the best products from the best components from all over the world with the cheapest and educated labor force.

China’s advantages

·         All low-wage countries such as India have labor cost advantage. Most cannot compete with China as the government has not provided infrastructure such as electricity and roads to bring the products to the port.

·         Dying and working is a choice for some citizens in many countries, but not for today's China unless you are a Chinese basher.

·         If they can send man to space, most likely they can build a good toaster. China needs brand names to offer these products at higher prices.

·         China's success is due to government policy and hard work of her citizens. The lifting of embargo 35 or so years ago started the process. Uncle Deng had the vision and it worked.

·         China is moving to the next phase of a developed country. It has happened many times from Japan and South Korea. However, we have not seen this scale yet.

China collapse?

Germany learns the problems with refugees. It is late but better than never. If they do not fix the problems, it could collapse.

The collapse of USSR is also due to the temporary low prices of the energy and lumber and other resources Russians depends on after the huge military expenses.

China does not have to keep up with anybody but herself. If you have been to China in the last 3 years, you would not think it will collapse. I have heard this 10 years ago, 5 years ago and even 1 year ago. It has not happened so far.

Free trade

Free trade works if all parties play fairly. You do not want to grow sugar cane in Alaska or dump the chicken feet (a Chinese delicacy) to the ocean. US has been treated unfairly by her trade partners for a long time and Trump finally stands up at the risk of losing a lot of votes.

1.       Deficit with China is huge but exaggerated. Take out the components that are not made in China and the design costs. Include the Chinese tourists, college to Chinese, our product profits in China such as cars and phones that are assembled in China and our fast food chains... and that should cut down the deficit.

2.       Banning core technologies to China is not a long-term solution. If you understand China more, the rise of China is not avoidable now. Need to be codependent and co-benefit.

3.       Take out the barriers of our products to China.

4.       Check why we're not competitive in some sectors. We cannot solve the lower wages from many foreign countries.

Many of the above are relevant to Canada, Mexico and EU.

Close our doors to all trades

We can tell the world we do not want to trade any more. US is one of the few countries that can do so. We would enjoy a $50 toaster and the house price would appreciate due to lack of Canadian lumber.

Pruitt resigned

How many Trump's top officials have resigned? Shame, greed, sex and the press all play a role in many cases. All high-profile politicians are scrutinized and our free press is always finding juicy materials.

Tariffs

Tariffs on 500B Chinese goods vs 50B on US goods. We've the upper hand.

Even with the tariffs and depending on the rates, Chinese goods would still be competitive and hence the consumers will suffer. Tariffs are a kind of tax. The Chinese auto components also make our cars more expensive and same for the lumber from Canada.

Embargo

Embargo used to work when EU were our puppets.

British stocks

You have been warned a long years ago not to buy and/or unload British stocks. Many do not agree with me. See what will happen when the massive exodus of corporations to EU would happen.

China and trade war

China will lay out the long term solution to US trade wars. The two countries are co-dependent and should be mutual beneficial on trades as illustrated in my book "Can China Say No?" She can in 10 years or so but not now.

Two different investors

Speculators buy the trend and investors buy for the long haul.

In another words, speculators base on momentum and investors base on value.

Or, it is short-term trade vs. long-term trade.

Both can make money if they are good in either strategy.

Check out my books “Buy high and sell higher” and “Buy low and sell high”.

Misc. news

Have not heard of CA for a long while. They are into mainframe software and mainframe has been declining for more than a decade. The fundamentals look great.

Small jet planes may have no future. Boeing is smart not to invest themselves. The Brazilians and Canadians take note. Last month, I took one using propellers from Boston to Toronto. Nice view in low altitude. I prefer to go to first class than flying my own jet for safety if I have money to throw around or tax write-off. Many major airports have been too crowded.

Why FB got fired from a country that has no effect on the Cambridge Analytica? Could be the name Cambridge.

ZTE can breath easier and concentrate on its 5G research. China will speed up the core technologies. In 10 or so years, China can say No to us.

Jul 12, 2018.

Yuan appreciates

I remembered I got 8 Yuans for 1 USD years ago. Today’s 6.67 is still low compared to before.

Higher Yuan is good for tourists to China (bad for tourists from China), good for Chinese export (bad for our export to China), bad for Chinese in buying our companies, good for Chinese debt payback...

Every country 'manipulates' her currency.

Trump and NATO

The sucker who is on a diet always picks up the dinner bill for the other fat guys and the two ladies. No more sucker! No more Mr. Nice Guy!

Jul 12, 2018.

EU

EU depends on energy from Russia. Pipeline is the best way to transmit oil and gas to EU from Russia.

Why we defend EU, Japan...whose wealth is about the same as ours? It made sense in the past but not anymore. Our leaders have closed their eyes too long.

A hug for a better world

I hope Trump and Xi would hug each other and declare victory. A trade war cannot be good.

Xiaomi

Is XI #3? By volume or by dollars in sales (not by profit for sure)? Or Chinese brands only? If they have not started research on G5, they are too late even with all the money in the world. From the fundamentals, it is not a buy to me. Potentially, it might.

Their phones cannot be marketed in the US as they're too similar to iPhone (at least in the user interface).

Jul 10, 2018.

Surface Go

I do not think Surface Go can compete with PS4 or iPad.

RIP Surface Go (to hell). What a waste of money to market an inferior product without looking at the details. Do market research first.

Tablets were originally commercialized by Microsoft and they had their version of iPod. You need passion to create a worthy product, not just filling the management's objective. When they do not learn from history, they will repeat history.

Jul 10, 2018.

Trade war effect

I wonder what will happen to our companies including Starbucks, McDonald's, GM and Ford who are doing business in China in the potential trade war. With the new tariff, Tesla will have a hard time to compete with Chinese cars in China even assembling the cars in China.

Ford's and GM's profits in China are more important. It could have saved GM from bankruptcy that would cause US esp. its investors a lot of money and jobs.

Jul 9, 2018.

Mobile phones

The ranking of mobile phones is interesting. It is by volume, so Apple is #2 behind Samsung.

China has several in the top 10 including Huawei, Oppo, Vivo, Xiaomi, ZTE and Lenovo due to her huge internal market. LG is #9. Alcatel is #10 indicating EU is losing the market share.

Xiaomi has the poor timing in listing its stock in Hong Kong. It needs cash for research and development against its competitors especially in the 5G products.

Jul 9, 2018.

Cruise ship profits

The two factors:

1.       When the baby boomers cannot enjoy trips that are physically challenging, cruises are better for them.

2.       Asian cruises are getting more profitable with the increasing middle class esp. from China.

The neutral:

1.       They try to squeeze every penny.

2.       Quality of entertainment and food are both decreasing for making extra bucks.

Jesse Livermore

He could be our greatest trader in our generation. However, he died almost bankrupt, committed suicide and called himself a loser (from my memory).

It is better to be a turtle investor as described in my book "The Complete Art of Investing".

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The above is from my book "On Business News 2018"  available from Amazon.com. 415 pages (6*9).

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