Sunday, May 3, 2015

Which Stocks Should I Buy In A Global Meltdown?

"China has cut back its stockpiling of U.S. Treasuries and is instead spending its yuan on amassing physical assets across the globe. Among the things the Chinese have already bought: the ancient Athens port of Piraeus; Smithfield Foods and, with it, hundreds of the biggest U.S. farms."


Buying stocks with borrowed money: No historical precedent
"Measuring margin debt against this free float, instead of total market value, shows real leverage may be as high as 8.2%, “above any historical example that we can find elsewhere,” notes Macquarie analyst Matthew Smith."


Chinese small cap stocks:


Chinese Stocks versus Chinese GDP Growth