Tuesday, November 04, 2008

Brief Hiatus

I will be on leave for the next few days & won't be posting anything during that period. In the meantime, I have included a few interesting links below for your reading pleasure.

1. Morgan Stanley’s Teun Draaisma is now screaming 'Buy, Buy, Buy' (go to FT Alphaville).

2. Just another Bear Rally? (go to Macro Man)

3. S&P500 has another 40% downside? (go to Clusterstock)

4. Steeling for more pain ahead (go to NakedShorts)

5. Shipping Industry woes may worsen (go to Naked Capitalism). More From Capital Chronicle.

6. Letter of Credit woes go mainstream (go to Naked Capitalism)

7. It was a truly Global Crisis (go to FT Alphaville)

8. Rising Risk of Hard Landing in China (go to RGE Monitor, Clusterstock). To make matter worse, China is facing a Liquidity Crunch (go to Naked Capitalism).

9. Seasoned investors search for values (go to Finance Trends Matter)

Happy trading.

3 comments:

David Shvartsman said...

Hi Alex,

Thanks for the link to our post at Finance Trends Matter.

I hope everyone who visits the site will also check out the latest posts on our home page, as well as our "Favorite Posts" section for more great material.

Keep up the great posts and enjoy your break!

MaxWealth88 said...

seems like las vegas sands is having some problem (http://www.bloomberg.com/apps/news?pid=20601087&sid=aws07wpBjjZI&refer=worldwide). Will this affect Genting too? any comments?

Alex Lu said...

Hi maxwealth88,

The problem in Las Vegas Sands ('LVS') may have prompted some funds to selloff or reduce their stake in Genting. LVS is however a highly-geared company with aggressive expansion plans. Genting's expansion program is smaller & its gearing is quite manageable. Check out 2 articles (namely, Genting: IR project on track & Adelson's Marina Bay headache) in the current issue of the Edge (available online now).