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China ETF beating US ETF's

Submitted by PaulRen on Tue, 07/10/2025 - 11:23am

In early 2025, I saw a 1 hour interview with the CEO of Black Rock, the world biggest money manager, talking broadly about investing....there he never once, but not once, mentioned China. While US stocks are often all the rage by Western centric money managers. Actually since early 2024, broad...

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Global risks are increasing. US stocks/AI euphoria, US$ weakness, massive deficits.

Submitted by PaulRen on Fri, 12/09/2025 - 3:56pm

I dare to say here today:  An AI bubble could well be in the making. Geopolitics are getting worse. US stocks ever more narrow and in a euphoria, I fear.  Dollar weakness and D. Trump is peaking.  US supreme court major decision is looming on tariffs.

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Beware of the US stock boom.

Submitted by PaulRen on Thu, 11/09/2025 - 10:53am

Will all the current AI rage bring-on another bust? Far bigger than the dotcom meltdown 25 years ago.

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Beware and prepared of a coming US stock shakeup, and more.

Submitted by PaulRen on Sat, 30/08/2025 - 11:56am

I remain convinced the US stock market is in a huge bubble which at some point will end badly. The timing we don't know. It will mostly have to do with debt exploding and financial and US Govt. overreach.  I can't help but to keep noticing all these upbeat...

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On US stock relentless bulls.

Submitted by PaulRen on Sun, 24/08/2025 - 1:30pm

Some 4 decades ago when I started my multiple-licence US broker career, the infamous book "In Search of Excellence" was all the rage. It sold millions of copies.. it identified the who's who of big caps. in those days. Today almost all are gone. In fact, of the 43 companies...

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China keeps emerging, while too few money managers pay attention.

Submitted by PaulRen on Sun, 25/05/2025 - 3:21pm

A short summary-view on my China positive investor call -which remains in place since last February 2024.  XIAOMI a proud star still firing on all cylinders.

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Post the US dominant World.

Submitted by PaulRen on Fri, 11/04/2025 - 10:41am

Years ago I held all US securities' licenses, so I do think Trump buy now single statement a couple of days ago, was insider information and so likely illegal, but only if one can prove he/his Family acted on it!? Regardless, large US investor capital is now exiting...

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Swiss & US money managers/comment and reflections.

Submitted by PaulRen on Sun, 30/03/2025 - 11:39am

Swiss bank investment managers too often like to pad themselves on the back regarding good investor performance.  Yet to their credit of late Gold has done,  this post them "forever" advocating this asset class.  Realize however, Gold is always priced in US$ which of late has weakened, globally.

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China stocks rock up even more, just as US stocks continue to correct.

Submitted by PaulRen on Fri, 14/03/2025 - 3:48pm

China stocks overall rock-up further and this just as US stocks continue to correct a noteworthy divergence. Even while few Western money managers talk about it.

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