When we first bought NTES in mid-February, this was the meat of our rationale (full post below): The $65 level is the high from 2012 and mid-2013 that has served as support in late 2013 …
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I termed Chinese internet stocks the “Oasis in the Desert” in this Macro Wrap post in June. We expect attractive Chinese investment opportunities to remain few and far between in the coming years due to …
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Most interesting to me is COH which was down almost 28% from it’s all time highs made last month, now one of the first stocks on my board to be up today….The stock is severely oversold and …
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Equity market action yesterday was interesting in that it felt like the weight of the world fell on Steve Jobs’ frail shoulders……
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NTES (45.95) a Chinese online game provider, who recently announced that they have 360 million registered email users, reports earnings tonight after the close.
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I just cant hold out any longer, I need to get short AMZN, but would have to have my head checked to do it outright…..The operating income guidance was so bad when they reported that …
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