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I saw this stock mentioned in my social media feed this morning. CK Hutschinson 0001 in Hong Kong.
This is a great stock and a great chart because it sits at the center of multiple macroeconomic trends.
Bull case for emerging markets can be boiled down to a few points.
First, they’re as cheap as they were in the early 2000s if not cheaper. By sector analysis, where you compare tech to non-tech, they’re cheaper. I’m using the Templeton Emerging Markets Fund $EMF as a proxy here.
I am going to once again have to ask for everyone’s indulgence as the demands on my time are pulling me away from original content creation. I’ll be able to spin up my post-creation later in the day and throughout the week, in fits and starts.
Believe me, I realize how high-school-yearbook-ish it is to offer up music lyrics as something contemplative, but I can’t help myself. I offer the prose below as a guiding light for the year ahead.
Now as our poor young lungs deflate, I'll admit I've gotten older Mellowed out, chatting up those I used to hate The feeling that we're lost will always fade I present no explanation Can't expect our tired patience to satiate for long And therein lies a truth we can sip when we want Disciples of the flow, we can float anywhere If ever there's a drought, I've listed the puddles Proven to better coax the divine out from within Remember there's more road, and places to go And patterns to contemplate, more people to fornicate And remember there's a lot of good omens Supplying the proof that our life is the best joke ever told Remember it's a joke, and leave it alone Let go and try to be always abiding Remember if there's one good reason for dying The sweet silver lining Through you she lives on And therein lies a coast we can see through the fog An island in our thoughts can be heaven on earth I swear to God if I haven't wandered all over then I haven't done something that's worth telling at all After the hell that you've been through, what could I even say? Our Auntie Earth will take us in She awaits our battered shells I'll try to lay as close as I can to you But while we're breathing, I should tell you From the depths of the Void I will love you for your growing crows feet And fully adore the contradictions that we live As all I can give(more…)
Over the weekend I have had a thread in my mind that I needed to pull on. I will start with the chart as I am a visual person and visual learner.
What are we looking at below? This is the layered chart of the USD vs the $TNX which tracks the 10 yr yield.
