Comments
-
LDO.K This is a nice read and informative thank you for the service guys. Now a question i need answering because i have found trading/investing confusing. I knew it was not going to be a walk in the park by any means i started this journey approximately 6yrs ago and it has been an expensive journey so far. I can see some light at the end of the tunnel. Anyways historically i have followed educators that have basically put out video tutorials on what is called 'top down bottom systematic process' where they provide a whole heap off excel spreadsheets and encourage me to download the data of numerous leading lagging and coincident indicators. however since being a macro insiders member I'm starting to feel that the indicators that i try to keep on top of maybe starting to become more and more useless to get a view on rates currencies commodities etc (but i could be totally wrong) so the question is in the future are the main leading lagging coincident indicators still likely to be used by the professionals to get perspective ? i suppose i am trying to ask what should i be watching as the main drivers of stock market returns? should i assume Indias GDP/stock market going to be more important to global growth in the future say over the european economic sentiment report . I do hope you can make sense of what I'm trying to get across its important to me, i am not sure if I'm paranoid i just get the feeling that all the indicators and data i have been inputting into excel spreadsheets over the years that are designed for me to predict global/regional GDP is all about to flip and swap to something totally different, just as I'm just starting to get to grips with the analysis (which would be just my luck.) Any info would be great i currently try to watch chinese Pmi's USA & europe is this going to change as we move from old world order to a new ? what will be the new drivers that can be used to get a perspective in this ever changing world? Thanks
-
CHRaoul - how does Saudi fit into this new political order given the proxy wars with Iran? Also, do you have a view on their potential given the positive tailwinds behind the 3Ds - demographics, development and debt. -CH
-
CSAll is not lost - the West can always 'identify' as Chindia. :D Raoul, just curious, do you hold an physical stock certificates, particularly for your longer (5yr+) stock holdings? (any concerns about broker stability).
-
CORaoul, would be interested in getting your thoughts on Fairfax India Holdings Corp. as a play on your India Thesis? This is a unique opportunity in that you can co-invest with a successful manager in an investment vehicle focused on India that combines listed stocks and private investments such as 48% interest in Bangalore International Airport.
-
DWJulien, from your point of view, what will be the best trading opportunities in case of tighter financial conditions? Short EM equities? Short Gold? Long Dollar Index? Others?