The market’s deterioration remains problematic. Western financial institutions continue to report more balance-sheet trouble. Selling pressure is strong right now, even more so in Asian markets because the rally there from the August lows was spectacular. In other words, there are real profits to be booked. Read More

Let me start by saying that my working assumption is that markets will end the year higher. This view is based on the forecast that the US will avoid recession--at least in the short term. Read More

We're in. The drama has just begun, and Alibaba.com (Hong Kong: 1688 HK) is now public. The company’s initial public offering (IPO) took place yesterday. Read More

This is what I love about Asia; the opportunities can be very exciting in such dynamic developing markets. Earlier this week, a colleague asked me to give him a momentum stock to play in China. Read More

It’s taken the Philippines 10 years to get its economy on the right track. Now, though, its public finances are improving rapidly, foreign direct investment is rising, the Philippine peso is strong, and the Philippine diaspora dutifully contributes almost 10 percent of the country’s GDP. Read More

As I've warned for the past few months, the next couple of weeks will be the most important of this quarter. They will determine whether the market ends the year significantly up or down. So this week, I pored over the Fresh Money Buy list and prepped it for the rest of the quarter... Read More

The bull continues to charge ahead. I still expect some kind of correction at some point this month since it would be uncharacteristic for the markets to continue going up with no interruptions... Read More

The Silk Long-Term Holdings Portfolio continues to outperform. Read More

Since its inception 15 February 2006 through the end of the third quarter of 2007, the Portfolio is up 58.01 percent, while my benchmark--the Morgan Stanley Capital International All Country World Index Total Return (MSCI World Index), which includes gross dividends--is up 33.33 percent. The S&P 500 is up 21.67 percent, including dividends, during the same time frame. Read More

Japan has to be the least interesting market in the world right now. Nobody I’ve spoken to is interested in investing there, based on the perception that because there are so many opportunities elsewhere, money allocated to Japan is dead money. Read More