Fed Numbers

Government job numbers just came out, dollar is rising, oil is dropping. For Perma Bears, this is just another fatal attack to them.

With so much pain and suffering to watch their portfolio and handle margin calls, they will quickly cover all their short positions. With this kind of bad experience staying in their minds, they probably won't short the US equity market for another 10 years!

Have you noticed that CNBC don't invite Heb Greenberg on their show any more, his favorite short recommendations are AAPL and RIMM, do you want to take his advice to manage your portfolio?

Fortunately, for all the friends following Swimmer and buying Chinese ADR's (Chinese Stocks Traded on U.S. Exchanges), you probably have made a fortune already. But it's still early in the game, we have a long way to go.

Introducing NTES, a Chinese internet company, PE of 14.34 (based on Fidelity). All the other Chinese ADRs have rallied recently, not this one. It's a coiled spring or loaded gun.

Enjoy,

Swimmer