Replies to post #284453 on Zeev's Turnips Patch-No Politics (ZEEV)

[charlie]

China and Japan will sell there US bonds and dollars went they realize the only way to get the natural resources they need example oil is to have a strong currency them selves.

[brainlessone]

i think you just have to wait for old guard to die

[lee kramer]

The posts about China are are intriguing. But the major factor has not been addressed; how come when you get Chinese take-out they are so reluctant to part with Duck sauce?

[Koikaze]

For those interested, I've added some material to the Zeev's Ideas Board (#board-1351).

Fred

[otraque]

Regards price of crude i am noting price at gasoline pump where i live is going down, not rising.
I am seeing a disconnect in price of crude per barrel and price at the gasoline pump.
So it seems crude is on a fear of/risk premium pricing, as opposed to actual supply and demand.
Barring an actual realization of the fear i can't see the crude staying much longer at these levels.
I am in loooongterm short play and shorterm buyside on bounces.
From my point of view oil at 35 a barrel will erode the economy, regardless; though a drop from the present levels would give a market a shorterm up stimuli.
i will do search to see what your present Qs are as i would think they should be getting to enticing levels.
i see MRVL and OVTI earnings this week.
A stat i have learned to be attentive to, the NYSE % of stocks BELOW 200ema.
It be now in 45% area--DecisionPoint charts show any break below 20% is a intermediate to longterm bottom, the last time we were below 20% preceded a 10month rally(that i classify as a looooong term cyclic bull rally as i remain in the unequivocal view we are in a Secular Bear market)
We broke below 20% September 2001, July 2002, October 2002 and March 2003.
What would be a crowning indicator of this is still a secular bear market in NDX/COMPX would be a 17ema/43ema cross down on weekly, and 6ema/10ema monthly.
We have not yet quite completed these crossings if one rejects StockCharts and accepts DecisionPoint.
My own data feed matches DP, i will have to try to make an e-mail to SC and hope they can offer an explanation for these disagreements.
Maybe they are right---but i am for now biased against their readings.

[ajtj99]

Agreed. Taiwan and China have been and continue to move together economically. The political conjoining will take longer. Once MAD (mutually assurred destruction - through economics) is established and some time passes, they will have enough in common to join in a one country, 3-systems manner.

The independence stuff in Taiwan comes from a release from a fairly authoritarian form of government. The higher educations and political reforms in Taiwan combine with the reduced expectations of prosperity to foster an environment where many of the old ways are questioned. The politicians are learning to tap into that.

Taiwan still has one of the most corrupt policital systems around.

[jrintl]

You thinkin' this gap keeps runnin' Zeev?

[AKvetch]

IDEV financials Press Release just out...

http://biz.yahoo.com/bw/040816/165449_1.html

[Excerpt]

The Company reported a net loss of $18,618,000 or $0.39 per share diluted, for the three-month period ended June 30, 2004, compared with a net loss of $12,050,000, or $0.26 per share diluted, for the three-month period ended June 30, 2003. For the nine-month period ended June 30, 2004, the Company reported a net loss of $42,012,000, or $0.89 per share diluted, versus a net loss of $20,447,000, or $0.44 per share diluted, for the nine-month period ended June 30, 2003.

At June 30, 2004, the Company had cash, cash equivalents and marketable securities of approximately $192,567,000. This amount includes $150,000,000 received during the three-month period ended June 30, 2004 related to the Company's co-promotion and licensing agreement with PLIVA d.d. through its specialty branded subsidiary, Odyssey Pharmaceuticals Inc., for the U.S. commercialization of SANCTURA(TM) (trospium chloride).