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- Swine Flu Killing HOGS
- Bill Luby submits: I am far from being an expert on swine flu, but based on everything I have heard, there is no evidence to support that swine flu can be transmitted through the consumption of pork products. Still, investors did not let this fact stand in the way...
- External links 2009-04-28
- An FXI View of China: Chart of the Week
- Bill Luby submits: One of the biggest stories of 2009 is turning out to be the rapid rebound in China, both for the economy and for Chinese stocks. Second quarter GDP was up 15% quarter-over-quarter in China and industrial production is up 10.8% year over year...
- External links 2009-08-17
- Is China About to Break Out?
- Bill Luby submits: It was only ten days ago that I thought I would be provocative with an early call on China in Time to Be Long China? Since that time, what looked like a possible cessation in downside momentum has turned decidedly more bullish, with the FXI rising...
- External links 2008-12-04
- China: A Good Time to Be Long?
- Bill Luby submits: Back on October 10, 2007, in a post with the title When to Short China? I predicted: Eventually, there will come a time when you will look back and say to yourself, “Why wasn’t I short China? It was such a no-brainer. by Bill...
- External links 2008-11-24
Additional Resources
- The TAO of Chinese Real Estate
- Bill Luby submits: Two places where investors have done extremely well since March are China and real estate. Some investors have undoubtedly been lucky enough to find themselves at the intersection of these two bullish themes by being invested in Chinese real estate. Historically, gaining significant...
- External links 2009-08-10
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