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DewDiligence

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DewDiligence

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Re: ilpapa post# 7967

Thursday, 01/23/2014 11:29:16 PM

Thursday, January 23, 2014 11:29:16 PM

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…I'm not really long much China right now...

I’m not directly long anything in China, but rather am indirectly long China via multinational companies that do significant business in China (e.g. ABT, MDLZ) or are indispensible to an industry that exports to China (e.g. MON, DE).

p.s. Well said vis-à-vis Alan Abelson.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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