VALUABLE INVESTMENT OPPORTUNITIES

Thanks!

Disney and Citi are dogs

There is a reason why EU (not Europe, people are always get it wrong, but more than half of Europe is actually Russia, so people mean EU, not Europe and as it is mostly NATO it has nothing to do with continental Europe) is so cheap, Actually there a alot of reasons - bad demography, warmongering of EU/NATO (US will use it as gigantic aircraft career and rocket launch base for probably starting a nuclear war in Eurasia), bad ideology (new axis of evil), neocolonialism, protofascism and so on and so forth....EU is not attractive at all. Maybe Zimbabwe or Paraguay is interesting, but DEFINITELY not the Africa of 21st century, aka EU. "We love EU, but buy Canadian Pacific (which is at all time high) :))))" ajajaj.....listen more to such experts and you will stay poor.

Thank you, Consuelo.

LOL GUCCI???? what a dumb idea for investing.

There are opportunities even in a down market. Whether you can find the right one (remind you supply chain and demand chain are linked) is a different story. As an investor if you want to benefit from an environment you have no knowledge of, you have to find and trust an expert who? or stay out of it. Or you can throw darts based on your beliefs. I don't know what kind of sales she is, (fund managers with public relationship have to be good sales to survive), you can look up RYCEY CIVIX yourself.

GREAT EPISODE

Disney needs new blood on the Board. As she gingerly alludes to, the current Board has allowed Disney to be left in dust by Netflix This is why a shareholder representative - Peltz- would be a smart addition, for sake of accountability.

Her fund has far underperformed. Not sure why anyone would pay for this active management?

It doesn't take an MBA to pull-up a comparison chart of U.S. total-stock-market vs. total non-U.S. for the last half-century, to see where you should have been..and that doesn't even include foreign taxes that you will owe, higher expense ratios on non U.S. funds, and foreign currency-exchange "wierdness". Yes..yields are somewhat better on non-U.S. stocks.. still, I'm going to stick with the late Jack Bogle's advice, and stay all U.S; all the time.

Thank god for stock pickers, so I can just index and forget about it.

US Media distorts information from China. A lot of BS is spread by parrots who know nothing. By keeping her own team in Shanghai, Ketterer is smart to obtain unbiased and unfiltered data, not only for investing in China, also in understanding global trade and trend. That's a big advantage as an International investor, over the closed minded managers.