博文
Great China Leap (1), Prelude, I'm back to 1800s
(2006-12-29 14:42:50)

thedayIcamebackfrommylastChinatrip,mywifeandIhadachancetowalkoveralongtherivernexttoourcommunity,
"Thisisunbelievablybeautiful,isn'tit?",mywifesaid.Icouldn'tagreemore.Atonesideoftheroadit'saGolfcourse,theotherit'sbushes,smalltrees,reedsindryyellowat
theriverbankandruralbeaches.Throughtheslendersilhouetteofthereedswecouldseeducksswimmingaround.OnthehorizonisthesouthpartoftheManhattansk...[阅读全文]
阅读 () ┆ 评论 (0)
it's VERY silly to argue for a 99% rule with 1% exception
(2006-12-29 08:04:58)
everyoneshouldalwaystrytolookbeyondwhathe/shelikestosee,
or,theydon'tdeservemuchofanyfortune.
lifeissofair.
[阅读全文]
阅读 () ┆ 评论 (0)
the break out that some people don't count as breakout
(2006-12-29 07:24:00)
downtrendbreakoutisnotaspowerfulasflatlinebreakout,sinceit'smidtermpotentialislimited,typicallyboucningbacktotheplatformbeforewaterfallorthedownhillski,whileflatlinejumpcango300%to500%,
butforveryshorttermtrading,ie1or2days,itcanbeaspowerfulasanything,today'sexampleisOSCI,
[阅读全文]
阅读 () ┆ 评论 (0)
about 2007
(2006-12-28 08:40:12)
Iguessthecentralthemeisstill,asit'sbeenfor2006,globalization,
who'sgotcompetition?whoneedadjustment?how?
whowillsurvive?andwhowillwin?
whohaveobligations?whatarethechoicestheyhave?
whohavemoneyandmoneyinwhatkindofform?whatassetwillinfashion?whatassettoeventuallysettlewith?what'stherotationdirectionandwhatwillbethepath?
-----------------
therearenoglassballs,
butthereare...[阅读全文]
阅读 () ┆ 评论 (0)
做多中国... how time changed,
(2006-12-27 21:20:48)
it'severyone'sattentionnow,
howtempingitistofollowJimCramer,toquitwhilethegoingisgood,andtoalwaysbeabletobrag:"Iwassoright...",
ortolikeo4k,gentlytellingeveryone,"mesmart...",
wellactuallyo4k,orXiongasinitspreviouslife,isprobablytheforemostavantgardeandthebestoperatoronthissubject,hedumpedGOOGlastyearendandmovedhisgazillionstopicktheperfectbottominChinesestocks,
阅读全文]
阅读 () ┆ 评论 (0)
表情符号MM, I tell you something real about real estate
(2006-12-27 13:18:42)
thefewwaystomakemoneyfromrealestate,
1,viatransformation,ie,tobeabuilder/developer,orinasmallerscaleafix-upandflipper.Thishashighbarriertomostpeople,andbuildersareinpainnow.
2,viacashflowandnaturalappreciation,ie,tobealandlord.
mostpeopledon'tknowhoweconomicallymanagerepairs,don'tknowhowtoscreenandmanagetenants.Inanycase,thisisastickybusiness,notanyeasycakewalk.
(Understoodthatthis...[阅读全文]
阅读 () ┆ 评论 (0)
no capital gain, no schedule D for Chinese stock?
(2006-12-26 20:08:38)
maybethisyearbutmybetisthatmostdefinitelytheywillbethereforChineseinvestorsverysoon,ifnotnextyear,
-------------
炒股年所得暂不征税年收入12万以上须自行申报-[Translatethispage]炒股年所得暂不征税年收入12万以上须自行申报...炒股税.资料图片.股市红火，楼市既得利益多，不过，如果炒股卖房赚的钱加上其他收入年所得在12万元以上，明年1月起...
news.xinhuanet.com/stock/2006-12/20/content_5509816.htm-7...[阅读全文]
阅读 () ┆ 评论 (0)
from D R Horton:
(2006-12-26 14:54:40)
andallthetombstonesread‘longandwrongonland'"-
Mr.D.R.HortonasinnamedinD.R.Horton,Inc.,DHI,
(www.businessweek.com/magazine/content/06_44/b4007077.htm)
haven'teveryoneinstockknownbynowthat,whilelongtermtrajectoryhasprobablyalwaysup,manydiedinthedarknessbeforedawn?
thekeyisalwaysaboutbeingabletolivethroughdayanddaytillnextcycle,andmanytimesactuallylivingthroughdayanddaytillnextc...[阅读全文]
阅读 () ┆ 评论 (0)
infinite capital always means infinite return
(2006-12-26 14:44:19)
the"gotcha"ofrealestate_investment_:carrycost,
costintermsoffinancing,timeandenergyconsumedinmaintaining,managingtenants(it'snotuncommontogotocourt),etcetc,
-----
ifyouarelikeo4k,withessentiallyinfinitecapital,whichmeansinfinitewaitingtimetogettoanothercycle,andinfiniteexpensepooltohireafewteamstoworkoninsideoutremodeling,andinfinitereservetoworkonremodelingwithnorentalincome...[阅读全文]
阅读 () ┆ 评论 (0)
hope all had great gain with China this year
(2006-12-26 11:04:55)
eitherinstock,inrealestate,inbusiness,incommerce...
lookingforwardto2007,IstillhavethebiastooverweightChineseinvestmentgradestocks,andunder-weightChineserealestate,evenafterthisyear'sstunningperformanceinChinesestockmarket.
Myreasonissimple,it'stooeasytomanufacturingthoseconcretecondosthancreatinganothertrulyfundamentallyimportantnationalcompany.QuitesomestillhavePEinteens.Ifonetakesalongp...[阅读全文]
阅读 () ┆ 评论 (0)
[<<]
[上一页]
[21]
[22]
[23]
[24]
[25]
[下一页]
[>>]
[首页]
[尾页]