Check the 11/18/2010 emerging trends report for all the details.
Spotlight two companies: au:mlm and ca:emc
Thursday, November 18, 2010
The Scandium Story
Tuesday, November 16, 2010
Thursday, November 11, 2010
Dr. Marc Faber Recommends Vietnam
First, US dollars flow to the countries with the highest current account surpluses and, as explained earlier, push these countries’ asset prices up either through appreciation of the currency or through high domestic price increases – or a combination of the two. In a second instance, this “additional liquidity”, which created enormous wealth in Asia, will flow to the least developed countries. I believe that in this context, Vietnam is currently an attractive investment destination.
I was recently in Vietnam and, as on previous visits since 1989, I was immensely impressed by the dynamism of its population and the ongoing economic growth. This is not to say that Vietnam is problem free (witness the struggle between the reformists and the hard liners in the government, the large trade deficit, high inflation of between 12% and 15%, a weakening currency, etc.), but for the first time in years the valuation of the equity market has become compelling.
For a modest exposure to Vietnam, investors may consider the purchase of the Market Vectors Vietnam ETF (VNM), which is listed on the NYSE.
I was recently in Vietnam and, as on previous visits since 1989, I was immensely impressed by the dynamism of its population and the ongoing economic growth. This is not to say that Vietnam is problem free (witness the struggle between the reformists and the hard liners in the government, the large trade deficit, high inflation of between 12% and 15%, a weakening currency, etc.), but for the first time in years the valuation of the equity market has become compelling.
For a modest exposure to Vietnam, investors may consider the purchase of the Market Vectors Vietnam ETF (VNM), which is listed on the NYSE.
Friday, November 05, 2010
Thursday, November 04, 2010
Chris Brogan thoughts on Twitter
Questions:
How do we share? LinkedIn example, do you use it for a digital resume or are you actively helping others and building a network?
How do we extend experiences and relationships? How do we bring them outside..?
How do we collaborate?
How do we wire networks? How do we make new distribution?
How do we develop relationships that yeild? How do we take our commnity and find that part that makes money?
Do not go where the road may lead, but go where there is no road and leave a trail.
Questions:
How do we share? LinkedIn example, do you use it for a digital resume or are you actively helping others and building a network?
How do we extend experiences and relationships? How do we bring them outside..?
How do we collaborate?
How do we wire networks? How do we make new distribution?
How do we develop relationships that yeild? How do we take our commnity and find that part that makes money?
Do not go where the road may lead, but go where there is no road and leave a trail.
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