tag:blogger.com,1999:blog-816559531110064247.post2872723238889999398..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Buy Australia, sell CanadaCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-816559531110064247.post-67372608822485398942010-05-26T04:49:13.329-07:002010-05-26T04:49:13.329-07:00Nice chart.
They both have two adjacent superpower...Nice chart.<br />They both have two adjacent superpowers with a discombobulated Europe between them.<br />George Friedman of Stratfor is big on proxemics.<br />What kind of macro numbers other than shipping would one look at to gauge a global trade like this?<br />Future earnings certainly look best in Asia, especially some of the smaller cheap labour countries like Vietnam and Thailand.<br />John Mauldin theme for 2010 was EEM and VWO when they pulled back because our valuations are too high.<br /><br />http://online.barrons.com/article/SB126300612284422737.html#articleTabs_panel_article%3D1keithpiccirillohttps://www.blogger.com/profile/16713240199705068281noreply@blogger.com