"Answers I Really Wanna Know: China Gearing Up for Olympic Run?"
Todd Harrison
Feb 26, 2008 9:40 am
" Margin trading will be available in China soon.
Investors have needs. Dreyfus has solutions.
Given the uptick in producer prices, will corporate pass through the costs or absorb the margin crunch?
If yesterday’s returns to Red Dye, will the relative lethargy in Citigroup (C), Goldman (GS), JP Morgan (JPM) Bank America (BAC) and Google (GOOG) be an obvious tell with the benefit of hindsight?
I mean, isn’t all this noise a bearish churn under S&P 1405 and DJIA 12,800?
Wouldn’t that make a lift above those levels the trickiest of junctures?
Especially if it was fueled by further dollar devaluation?
Speaking of which, are you watching DXY 74.5, which would be a fresh multi-year monopoly peg for the greenback?
Has anyone ever seen Cody Willard, Alex Keaton, Christian Bale, Keanu, 8-Mile, Kurt Cobain, Footloose, River Phoenix, Jeff Spicoli, Steve Nash and Travis from Clueless in the same room at the same time?
Does what happens in Des Moines stay in Des Moines?
Legendary investor Leon Black, the founding partner of Apollo Management, said that conditions aren’t yet right for distressed investing?
Is there any other kind?
So the US is asking Abu Dhabi and the Government of Singapore to embrace a set of promises that they won’t use their wealth for political advantage?
After we used our political advantage to secure their wealth?
Is that in front of the “tsunami” of petrodollars—upwards, of $2 trillion, according to Morgan Stanley (MS)—that is about to be unleashed into the financial markets?
Hey dude, why don’t you get over it and go out with someone else?
Did you see that foreclosure filings in January rose 57% year over year?
How long before that impacts credit card delinquencies, auto loans and the other side of zero percent financing?
Did you hear the chatter that China is expected to offer margin trading soon?
After a 30% pullback from the October high?
And just in time for the Olympic run?
Does it make sense to start sniffing Baidu (BIDU) on the long side again?
Stranger trades have happened, right?
R.P."
(In
www.minyanville.com)
Enviado: 26/2/2008 16:34