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TMFMmbop (37.62)

January 2010

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7

Geeks Revolt in China (Let's Try This Again)

January 29, 2010 – Comments (1)

I believe I've solved the embded crisis. So watch Part 1 of China's War of Internet Addiction below. And make sure to read the subtitles...it is very confrontational stuff.  [more]

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1

Geeks revolt in China

January 29, 2010 – Comments (1)

Sick of government efforts to restrict their game playing, a handful of World of Warcraft (WoW) netizens in China got together and created a resistance video. It's apparently spreading rapidly across China. Pretty incredible stuff from a production quality standpoint, and it speaks to China's looming political crisis. I've embedded Part 1 of 7 below. Definitely worth watching.  [more]

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12

RIP JD Salinger

January 28, 2010 – Comments (1)

Not investing related, but The Catcher in the Rye was my favorite book for many, many years. Here's hoping a few of his unpublished works see the light of day now. We need more good writing in the world.

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15

The Ugly Side of Chinese Small Caps

January 27, 2010 – Comments (5)

I hadn't encountered WorthlessPennies.com before, but I am enjoying their report on China Biologic Products. Among other things, they allege:  [more]

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11

Who's riskier?

January 26, 2010 – Comments (0)

I've made the point before on this blog that on a relative basis, when compared to developed markets, emerging markets aren't nearly as risky as they used to be. Bill Gross makes a similar point in his February 2010 outlook, noting that developed markets are seeing government debt rise to more than 100% of GDP, while emerging markets will fall to less than 30%.  [more]

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16

His parents must be so proud...

January 25, 2010 – Comments (4)

Dealbreaker gives us a glimpse into the type of kid who wants to work for good ol' Goldman. I recommend you read it. I'm not asking you do this for me, I'm asking you do this for us.  [more]

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7

*Shocker* China's Response Lacks Tact

January 25, 2010 – Comments (6)

The WSJ is reporting today on the blitz of criticism that China's of criticism China's state-run media put out over the weekend about SecState Clinton and Google. Here's a particularly dense example:  [more]

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5

Is Google's Defiance in China a PR Ploy?

January 21, 2010 – Comments (0)

It's more and more starting to look that way. The WSJ is reporting that "English-language searches Tuesday on Google.com for various phrases related to Google and China–such as “Google Leaves China,” or “Google vs. Baidu”–called up an ad that linked to the company’s manifesto on the matter."  [more]

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24

The worst decision since Dred Scott?

January 21, 2010 – Comments (22)

That's what Rep. Alan Grayson is calling today's decision by the Supreme Court to overturn election spending limits on corporations. According to him, "There won’t be senators from Oklahoma or Virginia, there will be senators from Citibank and Wal-Mart.”  [more]

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7

Why Buying Baidu is Bad Bet

January 20, 2010 – Comments (7)

It was exactly one week ago that I posted my initial thoughts on Google's threat to leave China here on this blog. Here's what I wrote then:  [more]

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14

Fear the Cowger!

January 20, 2010 – Comments (6)

This was by far the greatest image I've ever seen in an analyst presentation:

WOW.

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2

A friendly invitation to join us on Twitter

January 15, 2010 – Comments (0)

You may or may not know that Global Gains keeps a Twitter. If you didn't know it, now you do...go get one of your own and follow us. If you did know it and haven't followed us, now is the time to do so. We usually stay pretty in character with insightful tweets about investing and links to fascinating articles around the web, but after a Newcastle or two and a 19 point comeback victory, you may also hear about Georgetown basketball.  [more]

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7

Global Market Valuation Update

January 15, 2010 – Comments (3)

What's looking cheap and what's looking expensive? Here's our latest data from Global Gains on the big 6 global markets:

The takeaway: Beware of China and be interested in India.

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5

Anybody know what happened to Citron Research?

January 15, 2010 – Comments (3)

The page is gone and the URL appears to be up for sale. Andrew Left did some good work over there and I was just curious where it's moved.

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17

Google v. China

January 13, 2010 – Comments (9)

I'm fascinated by this dust-up between Google and the government of China that started with this blog post from Google's chief legal officer Don Drummond. According to it, Google's operations in China were hacked with the goal of accessing the email accounts of Chinese human rights activists. This event apparently spurred an epiphany:  [more]

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5

Make this important decision in 2010

January 12, 2010 – Comments (0)

The government has offered up an interesting opportunity this year to convert your regular IRA to a Roth. Given the tax consequences of such a move, converting to a Roth could be the most profitable financial decision you ever make in your life. Fellow Fool Dan Caplinger has written a series of articles to help you figure out if you'd benefit from such a move. I heartily recommend you take the time to read them.  [more]

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12

Worst job ever?

January 11, 2010 – Comments (19)

Does New York Times business reporter Micki Maynard have the worst job ever? She covers autos and airlines! Ergo, she works in an industry that can't compete covering two other industries that can't compete.

Yikes.

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2

We wish you good travels in 2010

January 11, 2010 – Comments (0)

The New York Times is out with its list of 31 places to go in 2010. I can vouch for Shanghai, Mumbai, and a few others, but the highlight of this list has to be the newspaper recommending Shenzhen's newly upscale massage parlors:  [more]

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3

Power to the delusional ignorant adulterers

January 11, 2010 – Comments (3)

This book Game Change about the 2008 election sounds like it's going to be epic:   [more]

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10

Chanos on China

January 09, 2010 – Comments (5)

A lot of folks are talking about Jim Chanos's China skepticism as reported recently in The New York Times:  [more]

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8

A sign that China's growth is for real

January 08, 2010 – Comments (3)

Reports are out that China's power consumption increased nearly 6% in 2009, which lends credibility to the notion that China's reported 2009 GDP may hit 8% when it's released.  [more]

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28

I hate owning a house

January 07, 2010 – Comments (20)

Let me be clear: I never thought of my home as an investment, it's affordable, and I'm neither down nor up a significant amount on the purchase. But it's a massive time and fun suck, and I regret ever having bought it (and that's despite the fact that I like my garden, appreciate the tax benefits, and enjoy the peace of mind that I have no landlord to worry about).  [more]

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12

Will 2010 be another good year for emerging markets?

January 07, 2010 – Comments (2)

Predictions abound for 2010 and of the ones I've come across, the consensus seems to  be that 2010 will be another good year for emerging markets. Now, I'm  generally wary of the consensus, but this is one I find myself agreeing with. One reason for that is that emerging markets used their stimulus to generally invest in productive assets, while we here in the U.S. generally either lit it on fire or, in the case of "Cash for Clunkers," actually used it to destory productive assets.  [more]

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8

The Ultimate Time Killer Article

January 06, 2010 – Comments (15)

I don't know how many of you like basketball or spent hours playing NBA Jam a decade ago, but if that's you then will:  [more]

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4

Can America Rise Again?

January 05, 2010 – Comments (1)

“My daughter was 6 when the World Trade Center towers went down, 8 when lights went off on the East Coast, 10 when a major U.S. city drowned—I saw things built, and she’s seen them fall apart.” America is supposed to be the permanent country of the New, but a lot of it just looks old.   [more]

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3

The next growth frontier?

January 05, 2010 – Comments (2)

Africa as a continent probably scores lowest in the world on the ol' achievement/potential ratio than most anything else (though still probably better than Michael Olowokandi). That said, a series of articles called Africa, a Success Story published at World Politics Review this week make the case that Africa has come along quite far in the past 20 years and that it stands to take significant steps forward in its development in the near-term.   [more]

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3

Have you rebalanced?

January 05, 2010 – Comments (0)

This may be the most important action you take in your portfolio this year. It spared me pain in 2008 and made me money in 2009. Click the link for all of the details, but there's nothing you can do right now that's more important than making sure match your timeline, risk tolerance, and investment expectations.  [more]

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10

Is the US taking the "free" out of "free market"?

January 04, 2010 – Comments (6)

Here's a recent interesting insight reported in The Economist:  [more]

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