tag:blogger.com,1999:blog-816559531110064247.post3258060629963986181..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: CapEx is still MIACam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-78566751295952728172014-08-27T03:54:01.066-07:002014-08-27T03:54:01.066-07:00Shades of 1999?Shades of 1999?Unknownhttps://www.blogger.com/profile/10441586616849382395noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-63513518567318407522014-08-27T01:16:01.667-07:002014-08-27T01:16:01.667-07:00Dear Sir,
Thank you for the article.I am curious a...Dear Sir,<br />Thank you for the article.I am curious about your opinion: <br />First, if CEOs are buying the stock market via acquisitions,and some companies buying shares back, that means they expect market inflates more and goes up for much more time than we think till it bursts. If a lot of companies are doing this, and if they are not dead wrong, that means we still in the beginning of Bull market. <br />Second, in order to create a fundamentally strong economy, I think the most important thing other than inventing new "Big Thing"s is to create cheap labor force to be able to compete China.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-83761761048386434432014-08-26T21:38:06.156-07:002014-08-26T21:38:06.156-07:00I wonder if this "hollowing" out of indu...I wonder if this "hollowing" out of industrials is a global phenomena with mergers and general malinvestment. That is, CHII/FXI (China industrials/china equity) has a similar profile to XLI/SPY. And IPN/PXF looks terrible (non us developed markets). jeffnoreply@blogger.com