Monthly Archives: January 2014

EM sell off temporary

http://theguruinvestor.com/2014/01/29/mobius-em-selloff-temporary/

Perhaps a marriage of illiquidity and fast money?

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After Last Week’s Sell-Off, More Volatility Ahead – Seeking Alpha – Mozilla Firefox

Also, more portfolio re-balancing happening after 2013’s outsize gains, adding to outflows from Equities.

After Last Week’s Sell-Off, More Volatility Ahead – Seeking Alpha – Mozilla Firefox.

 

Hated Markets — Bonds, Gold and Emerging Markets — Looking Better in 2014. – Barrons.com – Mozilla Firefox

Dow is the only index in a downtrend. And, surprise.. Chinese stocks are holding up also… which means re-allocation (like what is alluded to in Barron’s) is exacerbating pain?

Hated Markets — Bonds, Gold and Emerging Markets — Looking Better in 2014. – Barrons.com – Mozilla Firefox.

 

 

Dow is the only index in a downtrend. And, surprise.. Chinese stocks are holding up also… which means re-allocation (like what is alluded to in Barron’s) is exacerbating pain?

Forget EPS and EBITDA—There’s a Better Way to Look at Profitability – Mozilla Firefox

Forget EPS and EBITDA—There’s a Better Way to Look at Profitability – Mozilla Firefox.

A nice way to see what is available to the shareholders (owners).. still will not work for new firms and their negative cash flows.