Comments on Fund My Mutual Fund: Spitzer Sets Deadline for Bond Insurers; while UBS...

what? your taking one of our American woman ? The ...

2008-02-15T15:09:00.000-05:00

what? your taking one of our American woman ? The horror! We need to keep them here - must be offshore everything?

I wasnt speaking to you specific, just in a general sense. I'll see if things pick up as we cross the 1 year marker. So far I only have 6 months of public record.

Well for myself.. I am Canadian. However, I am mar...

2008-02-15T14:53:00.000-05:00

Well for myself.. I am Canadian. However, I am marrying an American in about 5 months.. but then we'll be living in Canada. So at that point.. I don't know if we'll be able to invest with you. I do want to though.. I told my fiancee about your blog =) She's even read an article or two...

I want to invest with you if possible because you seem to not get as nervous as I do and you're more diversified.

However.. we're talking 3 years down the road until you get setup.. so I'm not sure how much I can pledge at that point. Hopefully 10k plus... but I just don't know..

I was thinking I'd actually post my pledge as you get closer to the 2-3 year mark when I'd have a better idea of my financial situation and the legal situation of whether or not I can invest while living in Canada.

Thanks! I am hoping some fans actually begin want...

2008-02-15T13:34:00.000-05:00

Thanks! I am hoping some fans actually begin wanting to invest in my concept. It's slowed down to a trickle. I am wondering if my audience is just full of stock pickers who want to manage their own money, hence I'm speaking to the wrong audience for my goal :) Maybe I'll have to just turn into a subscription website someday if that's the problem ;)

Thanks Mark By the way.. I'm a huge fan =)

2008-02-15T12:23:00.000-05:00

Thanks Mark

By the way.. I'm a huge fan =)

Well the bond insurer "solution" is basically doin...

2008-02-15T11:44:00.000-05:00

Well the bond insurer "solution" is basically doing what Buffet wanted to do. So we split it into 2 pieces, and then? what happens next? We still have the huge hunk of junk which can't cover their obligations. So while the market might rally on it; there would be little logic behind it. Again if the government comes in and says we are going to cover the big hunk of junk that is different. So yes the market may rally off this but it will be a Kool Aid rally.

As for China I see my FXP is down 5% today and not sure why China is rallying. The China short is longer term, we have a lot of the same things we had in the US - stock market bubble, real estate bubble, and high inflation. Might take a long time for CHinese Kool Aid to stop - who knows. I am curious if there is some reason they are rallying today. I like Brazil and to some degree India more than China for the near term. But each time we go back to "decoupling is real" I expect China to rally and each time reality hits they should go down. I believe yesterday we saw Chinese imports to the US drop for the first time in (ever?) - can that be good? I am sure a bull case can be made for that one way or the other ;)

Hi Mark,Since Elliot is saying this is going to ha...

2008-02-15T11:30:00.000-05:00

Hi Mark,

Since Elliot is saying this is going to happen in a finite number of days.. are you expecting to lighten up on your ultrashorts now?

And China rallied some today.. do you thing that will continue or are you holding onto FXP?