iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    John Egan
    Aug 21 06:21 PM
    Emerging Markets: Ready to Rebound? [view article]
    Mr. Greenstein... I think being a contrarian is fine if there is a solid reason behind the contrarian thinking. If you had said 'everything returns to its mean', or 'it'll be a pendulum', I'd at least accept your explanation. I do have to say that your explanation here doesn't make much sense to me. If it is true that:

    - Decoupling is a myth
    - That American equities are beginning to pick up and foreign equities are dropping
    - That foreign markets and economies have been suckling at the teat of the American consumer

    I just don't see how foreign countries are going to have the income to support their workers. Your argument that the workers in these countries are going to benefit from cheaper food and oil reminds me of Carly Fiorina's exhoratation that sending jobs overseas is good for the American consumer because merchandise will cost less. A recent TV expose showed a bewildered unemployed factory worker trying to explain the benefit of buying at Walmart while she was running out of unemployment insurance.

    Just doesn't jive to me.... jegan ;-)     Reply
  • commenter
    fynney1
    Aug 21 11:49 AM
    Income Planning and Safe Withdrawal Rates [view article]
    the author makes a great point - that rarely does a retiree make allocation and distribution decisions and never again revisit them. Real life? We modifiy and adjust as we go. Reply
  • commenter
    MrJack
    Aug 21 09:14 AM
    Income Planning and Safe Withdrawal Rates [view article]
    If you can live on your Required Minimum Distribution with all of its ups and downs as I do, you will run out of life before you run out of money. See Appendix C, Life Expectancy Tables I-III, IRS Publication 590, pp. 34-40 & 80-104, available here: www.irs.gov/pub/irs-pd... . Reply
  • commenter
    xander
    Aug 21 03:30 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    usa is not detroit . Reply
  • commenter
    Xyrus
    Aug 20 08:27 PM
    EEM vs. VWO: The Advantage of Being a 'First Mover' [view article]
    Buying gold for a 20 or 30 year horizon is pretty silly. This article isn't about trading, it's about investing. Items such as expense ratios and tracking error aren't of much interest to someone who trades every other day.

    ~X~     Reply
  • commenter
    Whidbey
    Aug 20 06:43 PM
    EEM vs. VWO: The Advantage of Being a 'First Mover' [view article]
    Neither is worth the time it took to write your piece. Buy gold for now. Reply
  • commenter
    Lisa
    Aug 20 04:52 PM
    Barclays, Bring Down That Emerging Expense Ratio [view article]
    Excellent article. Reply
  • commenter
    jjc7477
    Aug 20 12:33 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Gabe,

    I'm in Detroit and believe me, we have inflation AND deflation here. Homes and businesses deflating while costs and taxes inflating. I think you should seriously take off those rose colored glasses you wear and take a good look around. It may be true that the European and emerging nations will feel dramatic pain, but if you think that's going to be our resolution here, you are very sadly mistaken my friend.     Reply
  • commenter
    Simple Simon
    Aug 20 09:32 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Very thorough outlay of the big picture. Thanks. And I like the metaphor of a 'stampede'. ( the cowboys of old used to chase down and 'rope and hog tie' the leader to stop the stampede; and don't we wish there were a few of those brave souls now! ) A flock of birds, or a school of fish also works. So, we knew the economy would contract...so when the figures come in, "we" ( they?) wheel like a school of fish even though there is no shark, just photographers ( bean counters ) . I freely admit that i , personally am not in the loop, nor an expert - hence the moniker, 'simple simon'...but there are cash rich ( cash drunk ) sovereign funds, and others, 'poised' , as the last commentator said, to ameliorate or 'deflate' the current panic. For those folks ( sovereign funds like Dubai ) 25% loss of a trillion here and a trillion there, doesn't matter that much, if there is a hundred trillion remaining to squander somewhere. It's the small potatoes 'flock' that needs realistic assessments via 'big picture' analysis like this here. Thanks again. Reply
  • commenter
    Umm, yeah
    Aug 20 08:52 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    @gabe - if you're going to count house prices deflating today, then you would've needed to count them massively inflating 3+ years ago. Reply
  • commenter
    gabe
    borenstein
    Aug 20 08:05 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Clearly ,the PPI is an abberation and it did not pick up the recent minor commodity price implosion.More important,at the CPI level the data may be overstating the rate of inflation.Almost 70% of Americans are (were),the home owners .The CPI includes changes in rents ,not the home prices.If home prices were substituted for the rent component ,the drop in the rate of inflation would be noticeable.In addition it is clear that other than gasoline ,just about every consumer item is on sale.The CPI is not picking this up..As the global deceleration becomes more pronounced,the crude prices will likely sharply decline.Tell Detriot about the inflation ,they are not likely to understand the word given the economic state of the automobile business.In fact I would argue that over the longer period of time,the high energy prices are deflationary as the decimate the real disposable income causing implosion of the consumer demand for the other goods.
    In the meantime we are on the way to recovery .The problems have been identified and addressed .The investors and economists should review the word monetary lag which would then eliminate the investment hysteria.
    On the other hand if the FED,the investors and some of the financial institutions had behaved more responsibly 18 months ,we would not have to experience the current" trauma". One more time ,it is not the U.S that will be the economic issue in the period ahead,it is Europe and Emerging market economies (includes many Asian countries),that are about to feel the unprecedented economic pain.
    As long as there are radically different opinions,the market volatility will continue.Market is consolidating and poised for a major rally in the period ahead .
    Reply
  • commenter
    Philly Jim
    Aug 20 07:09 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Anything can happen at any moment and the world economy seems to be a hair away from a global depression. Though the ECB, FED and BOE seem to be scratching each other's back at the moment, we can expect some commodities (oil & gold) to "decouple" from their presupposed levels and possibly get a mind of their own or rather a mind created by frustrated traders with little faith in the murky global financial system. I'd like to think China is doing wonderful and no longer needs the "West" to move forward; reality is, these emerging markets are running on vapors from the drunken buying binge westerners have been on for the past 10 years and those checks are gonna start bouncing from skyscrapers to the rice fields. Reality is hitting home and banks are waking-up with a severe hangover and serious lessons to be learned. I just really hope the U.S. gov't catches up and begins monitoring financial conditions in realtime rather than waiting for something bad to happen then making a move. A lot of lessons can be learned from the past decade that can "fine tune" the U.S. economy and get all cylinders firing again. The eastern allure has been demystified, the information age ushered in and now it's time for professionalism to reign and exceed expectations in the West. The states will need to sacrifice some welfare expenditures and expect a period of stagflation in order to balance their budgets and weather this credit storm. Reply
  • commenter
    GMiki
    Aug 20 01:20 AM
    On the Dollar and Commodities: Currencies Move Because We Let Them [view article]
    Why would one hold investments that are down? When one feels the underlying fundamentals for the investment remain in force. I've seen other charts of stocks that had steep declines and then became enormous winners. What are the fundamentals? These can be misunderstood until they're finally understood--such as the case for peak oil. Reply
  • commenter
    Daniel H
    Aug 20 12:54 AM
    Endowment Investing 2008, Yale-Style [view article]
    Thanks Mebane for your article. It's very good and to the point.
     Reply
  • commenter
    Xyrus
    Aug 19 02:50 PM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Frankfurt, SA took you out because of your bigoted anti-semetic comments, not because you think the DOW is going to plunge.

    There are plenty of people on here who think the DOW is going to crash. The difference is they don't post racist blather on what is supposed to be a financial site.

    If you want to spew your narrow-minded views on race and religion, there are plenty of KKK, white-power, or whatever boards for you to post on.

    This isn't Seeking Hitler, it's Seeking Alpha. Keep the comments to financial matters and the mods will leave you alone.

    ~X~     Reply

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