博文
Great China Leap (1), Prelude, I'm back to 1800s
(2006-12-29 14:42:50)

thedayIcamebackfrommylastChinatrip,mywifeandIhadachancetowalkoveralongtherivernexttoourcommunity,
"Thisisunbelievablybeautiful,isn'tit?",mywifesaid.Icouldn'tagreemore.Atonesideoftheroadit'saGolfcourse,theotherit'sbushes,smalltrees,reedsindryyellowat
theriverbankandruralbeaches.Throughtheslendersilhouetteofthereedswecouldseeducksswimmingaround.OnthehorizonisthesouthpartoftheManhattansk...[閱讀全文]
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it's VERY silly to argue for a 99% rule with 1% exception
(2006-12-29 08:04:58)
everyoneshouldalwaystrytolookbeyondwhathe/shelikestosee,
or,theydon'tdeservemuchofanyfortune.
lifeissofair.
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the break out that some people don't count as breakout
(2006-12-29 07:24:00)
downtrendbreakoutisnotaspowerfulasflatlinebreakout,sinceit'smidtermpotentialislimited,typicallyboucningbacktotheplatformbeforewaterfallorthedownhillski,whileflatlinejumpcango300%to500%,
butforveryshorttermtrading,ie1or2days,itcanbeaspowerfulasanything,today'sexampleisOSCI,
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about 2007
(2006-12-28 08:40:12)
Iguessthecentralthemeisstill,asit'sbeenfor2006,globalization,
who'sgotcompetition?whoneedadjustment?how?
whowillsurvive?andwhowillwin?
whohaveobligations?whatarethechoicestheyhave?
whohavemoneyandmoneyinwhatkindofform?whatassetwillinfashion?whatassettoeventuallysettlewith?what'stherotationdirectionandwhatwillbethepath?
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therearenoglassballs,
butthereare...[閱讀全文]
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做多中國... how time changed,
(2006-12-27 21:20:48)
it'severyone'sattentionnow,
howtempingitistofollowJimCramer,toquitwhilethegoingisgood,andtoalwaysbeabletobrag:"Iwassoright...",
ortolikeo4k,gentlytellingeveryone,"mesmart...",
wellactuallyo4k,orXiongasinitspreviouslife,isprobablytheforemostavantgardeandthebestoperatoronthissubject,hedumpedGOOGlastyearendandmovedhisgazillionstopicktheperfectbottominChinesestocks,
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表情符號MM, I tell you something real about real estate
(2006-12-27 13:18:42)
thefewwaystomakemoneyfromrealestate,
1,viatransformation,ie,tobeabuilder/developer,orinasmallerscaleafix-upandflipper.Thishashighbarriertomostpeople,andbuildersareinpainnow.
2,viacashflowandnaturalappreciation,ie,tobealandlord.
mostpeopledon'tknowhoweconomicallymanagerepairs,don'tknowhowtoscreenandmanagetenants.Inanycase,thisisastickybusiness,notanyeasycakewalk.
(Understoodthatthis...[閱讀全文]
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no capital gain, no schedule D for Chinese stock?
(2006-12-26 20:08:38)
maybethisyearbutmybetisthatmostdefinitelytheywillbethereforChineseinvestorsverysoon,ifnotnextyear,
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炒股年所得暫不征稅年收入12萬以上須自行申報-[Translatethispage]炒股年所得暫不征稅年收入12萬以上須自行申報...炒股稅.資料圖片.股市紅火，樓市既得利益多，不過，如果炒股賣房賺的錢加上其他收入年所得在12萬元以上，明年1月起...
news.xinhuanet.com/stock/2006-12/20/content_5509816.htm-7...[閱讀全文]
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from D R Horton:
(2006-12-26 14:54:40)
andallthetombstonesread‘longandwrongonland'"-
Mr.D.R.HortonasinnamedinD.R.Horton,Inc.,DHI,
(www.businessweek.com/magazine/content/06_44/b4007077.htm)
haven'teveryoneinstockknownbynowthat,whilelongtermtrajectoryhasprobablyalwaysup,manydiedinthedarknessbeforedawn?
thekeyisalwaysaboutbeingabletolivethroughdayanddaytillnextcycle,andmanytimesactuallylivingthroughdayanddaytillnextc...[閱讀全文]
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infinite capital always means infinite return
(2006-12-26 14:44:19)
the"gotcha"ofrealestate_investment_:carrycost,
costintermsoffinancing,timeandenergyconsumedinmaintaining,managingtenants(it'snotuncommontogotocourt),etcetc,
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ifyouarelikeo4k,withessentiallyinfinitecapital,whichmeansinfinitewaitingtimetogettoanothercycle,andinfiniteexpensepooltohireafewteamstoworkoninsideoutremodeling,andinfinitereservetoworkonremodelingwithnorentalincome...[閱讀全文]
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hope all had great gain with China this year
(2006-12-26 11:04:55)
eitherinstock,inrealestate,inbusiness,incommerce...
lookingforwardto2007,IstillhavethebiastooverweightChineseinvestmentgradestocks,andunder-weightChineserealestate,evenafterthisyear'sstunningperformanceinChinesestockmarket.
Myreasonissimple,it'stooeasytomanufacturingthoseconcretecondosthancreatinganothertrulyfundamentallyimportantnationalcompany.QuitesomestillhavePEinteens.Ifonetakesalongp...[閱讀全文]
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