China is now cheaper than Turkey
http://www.cnbc.com/id/101405322 The FXI was up over 3.5% Tuesday. That's a big move for the equivalent of China's Dow Jones Industrial Average.
Blankfein Says China’s Expansion to Have ‘Huge Consequences’ - Bloomberg
An interesting investment idea but one that has yet to be profitable for us is long dated in the money call option on the FXI. The large cap China ETF is where it was in 2007 while US markets have…
How much should you pay for liquidity?
How much do you pay for liquidity? This is a question I've often asked myself. I know at our Fund, Sax Angle Partners, we like to tell ourselves and our investors, that our exceptional liquidity…
Portfolio holdings 2-4-14
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Apple Executives Met With F.D.A. to Discuss Mobile Medical Applications - NYTimes.com
If this was Google, stock would be up $20. Apple Executives Met With F.D.A. to Discuss Mobile Medical Applications - NYTimes.com.
Why a recession would be good for China | South China Morning Post
http://m.scmp.com/business/economy/article/1412369/why-recession-would-be-good-china I like the part where Buffett makes his point that rapid growth and inflation are much worse for stocks and the…
Anadarko is a coiled cobra ready to strike upward
My favorite technical indicator is a tool that I have modified to show Wilder's Relative Strength (RSI) divergence. It's a great way of spotting short term trend changes up or down. Anadarko (APC)…
Bite from the Apple, my thought on the earnings
Apple is our largest position so I thought you might want to hear my thoughts on the Apple's earnings call. I'm not going to reiterate any facts and figures; there is plenty out there. Here's my…