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April 2010



Oh, those silly analysts

April 29, 2010 – Comments (1)

Enjoying this quote from Andrew Wood, analyst at Bernstein re: Unilever's Q1 results...  [more]



What would a Greek default do to the euro?

April 26, 2010 – Comments (3)

As Fools who followed along with our trip to Greece know, we think the probability of the EU letting Greece default on its debt is much lower than the probability currently being implied by the bond market. There is no legal mechanism by which the country could leave/be kicked out of the union, and it seems to us (and it still seems that way) that Europe long-term is better off by rescuing Greece today than it is letting the country default -- thereby destroying confidence in the EU for a multiyear period.  [more]



China Will Rip Africa's Face Off (A Bibliography)

April 22, 2010 – Comments (1)

I hope folks get a chance to read this week's Global View column, Will China Rip Africa's Face Off?, which details how the relationship between China and the African continent is becoming increasingly mercenary-like.  [more]



Who else censors Google?

April 21, 2010 – Comments (0)

China and Google have obviously been in the news recently over their spat about censored results. But the Christian Science Monitor reported today that Google has now taken it to the next level with global governments, releasing an interactive map of the number of times a government demands something of Google (ie, information or information removal).  [more]



Just what we need...MORE Derivatives

April 18, 2010 – Comments (2)

So the CFTC has apparently approved a plan to allow movie investors to trade derivatives tied to box office receipts of the projects they're funding:  [more]



Africa: China's Next Frontier

April 15, 2010 – Comments (4)

This is an indea we've referenced a few times on this blog, but the new issue of The Atlantic has a fascinating feature article on just what's happening in Africa thanks to China:  [more]



Chanos on China on Charlie Rose

April 13, 2010 – Comments (5)

A must-watch as Charlie Rose interviews Jim Chanos on his China shorts. A very thorough talk that details why Chanos is betting heavily against China's premium property market. Although I am generally bullish on China, I agree with Chanos that people should absolutely be avoiding banks and real estate in tier 1 China. I think he does himself a disservice by talking about China as one place or one thing, but his points about tier 1 China are spot on.  [more]



The EU comes through for Greece...for now

April 12, 2010 – Comments (4)

Yes, we were in Greece not too long ago and we wrote the following observation in our debrief (Global Gains membership required) upon returning home:  [more]



Open Thread: So, uh, what DO you like?

April 08, 2010 – Comments (8)

Within the past 6 months I've written negatively about the dollar, the euro, gold, lots of overpriced stocks, treasuries, etc? Logically, a question I've gotten then is what do I like? I've tried to get at the question in this week's Global View column (with a bonus Rage Against the Machine allusion for anyone who is a fan). The short answer, though, is diversification.   [more]



Greek Default Unavoidable?

April 07, 2010 – Comments (5)

The Greece crisismongers are back in the news today following a frontpage story in The WSJ (initially reported yesterday) that Greek bond yields have spiked to more than 7% (which, again, would blow their austerity plan out of the water). The good folks over at Zerohedge, for example, are claiming that Greece is "done." Bloomberg is reporting that a Greek default is unavoidable with more aid.  [more]



Higher Taxes Are Inevitable

April 07, 2010 – Comments (1)

I enjoyed (as much as you can given its dire predictions) reading the Tom Cooley column that's on the front page of at present. His premise is basically that significant tax increases are coming, including for those making less than $250,000 annually as well as a VAT, given the government's current spending plans.   [more]



5 Good Years

April 07, 2010 – Comments (3)

I noticed this morning that today is my 5-year anniversary of working at the Fool. I just wanted to take a moment to say thank you to all of my fellow Fools who have made this "job" so rewarding, fun, and educational. I hope you get as much value of out of my writing/analysis as I get from interacting here on CAPS, on the discussion boards, and with our members at Motley Fool Global Gains and Million Dollar Portfolio.  [more]



Read a newspaper from a different country every day

April 06, 2010 – Comments (7)

I was recently asked to give some advice to a high school student. Normally when I asked for advice, people want a ticker. But this was different. This was supposed to be profound.  [more]



SRI/MRI/Whatever...It's a Gimmick (and an expensive one at that)

April 05, 2010 – Comments (2)

I learned over the weekend that a friend was a longtime investor in Ave Maria Mutual Funds -- America's Largest Family of Catholic Mutual Funds. This is your typical "socially responsible" investment vehicle, though Ave Maria calls their approaching MRI, or "morally responsible investing. Specifically, this means making "sound investments in companies that do not violate core teachings of the Catholic Church." As far as I can tell from looking at the holdings/prospectus, this means they avoid companies that perform/finance/fund abortions or contraceptives and all media/telecom companies because they facilitate the distribution of pornography.  [more]



Now is the time to panic: The Obama Administration agrees with me

April 03, 2010 – Comments (0)

Not sure if you got a chance to read my Thursday column on the Chinese currency situation. The gist of my perspective is that while the currency is too low, the government is moving in the right direction and they're entitled to more time -- particularly since putting pressure on this issue could undermine US-China relations, which is probably the most important economic and diplomatic relationship we as a country need to build over the next 25 years.   [more]

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