1 86 @stocktwits the $macro tag is too long. could we also have the option to go w/ a '$m" tag for macro posts? $$ $macro Fri Feb 05 23:30:13 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8698479789 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO Emerging-market equity funds saw outflows of $1.6 billion for the week ending Feb. 2, the most in 24 wks, according to EPFR Global $$ Fri Feb 05 19:49:42 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8690809966 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Mounting evidence on a 'jobless recovery' in US http://is.gd/7LNAo $$ Fri Feb 05 17:43:34 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8686427514 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> crowd mentality in the market is dangerous. the mkt is correcting - we should've had this move down 4 months ago $$ Fri Feb 05 17:27:06 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8685819773 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Peterson Institute for International Econ: China's yuan undervalued by about 30% against all world currencies and about 40% against USD $$ Thu Feb 04 03:23:08 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8616710744 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Sugar supplies, #ethanol, $czz all over the wire today re: the cosan-shell joint venture news. ethanol is setting up for big growth $$ Mon Feb 01 17:38:22 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 8506887301 18887628 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> CZZ Competitive threat from emerging markets taking on new dimension http://is.gd/6FAOj $macro $$ Wed Jan 20 15:18:48 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7988762439 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> MACRO Credit Suisse: Asia to Remain the Economic Frontrunner in 2010 http://is.gd/6DwrG $$ Wed Jan 20 03:22:03 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7972360233 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> looking for another leg up in the equities mkt on the back of mass../republican race results http://is.gd/6DouY $$ Wed Jan 20 02:37:06 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7970730865 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> FT.com on Brazil's beauty boom and rising middle class http://is.gd/6CUg5 $$ Wed Jan 20 00:09:29 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7965580961 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> A number of impt. political elections are coming in Latin America. Summary here http://is.gd/6gIHB $$ Thu Jan 14 19:24:04 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7758378415 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Sam Zell on housing market and investing in Brazil http://is.gd/6e9gv $$ Thu Jan 14 03:04:42 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7733531277 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> A series of major infrastructure programs are triggering a productivity revolution in Peru http://is.gd/6d1Qv $$ Wed Jan 13 20:08:59 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7720219821 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Baidu is jumping over $25/share (+6%) on the Google/China news. $$ $BIDU http://is.gd/69P1t Wed Jan 13 00:05:59 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7688633644 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BIDU google is a very powerful co. but their ability to challenge Chinese gov't will prove futile imo. baidu spiked big on this news $$ $BIDU Tue Jan 12 23:26:59 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7687296267 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BIDU Credit Suisse Global Trends: The Further Rise of the Emerging Market Consumer http://is.gd/69kni $$ Tue Jan 12 21:09:52 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7682731878 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Insight: The myth of the BRICs. Emerging Markets moving to mainstream http://is.gd/66eKR $$ Tue Jan 12 02:06:43 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7652640390 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Top Market Timers Give Their 2010 Outlooks: 5/5 are bullish w/ 97% equity exposure. Solid call for stocks http://is.gd/5XAx8 $$ Sat Jan 09 14:43:33 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7558496408 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Widely followed investor growing increasingly worried over China bubble/crash http://is.gd/5W6QU $$ Sat Jan 09 01:45:44 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7540956722 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Good piece on Latin American growth from @knowledgwharton http://is.gd/5PYz2 $$ Thu Jan 07 03:24:22 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7465108630 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> don't usually like cramer but he made some good calls/picks on Brazil and Peru today. $$ Wed Jan 06 23:26:26 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7457946530 18887628 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> Value of commercial real estate in Rio, Brazil should grow more than 50% over next 7 yrs, experts say: http://is.gd/5M3gY $$ Mon Jan 04 17:22:29 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7372995278 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Latin America 2010: A Return to Boom Times http://is.gd/5M2zL $$ Mon Jan 04 17:05:08 +0000 2010 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 7372533783 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Great high-beta Asian tech basket from @timseymour: http://is.gd/5yKea $$ Wed Dec 23 14:18:57 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6965346094 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Good short article on Obama Admin and trade policy w/ S. America v. West: http://is.gd/5xZa0 $$ Wed Dec 23 01:49:17 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6949335282 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> hort article on Obama Admin and trade policy w/ S. America v. West: http://is.gd/5xZa0 $$ Wed Dec 23 01:48:42 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6949319501 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Great interview w/ Mark Mobius on emerging markets: http://is.gd/5vBld $$ Mon Dec 21 03:48:25 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6881932195 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Brazil and China are both now (and have been) overvauled. looking to SE Asia, Indo China small/mid-cap. $$ Fri Dec 18 14:55:24 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6798106263 18887628 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> Credit Suisse Global Investor: Global Megatrends - Prepare yourself for the future (pdf download) http://is.gd/5i6uZ $$ Thu Dec 10 16:07:03 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6535351413 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Latin America (Brazil in particular) is making another strong move to the upside. $$ $brf $ewz $cpl $itub Wed Dec 02 15:31:45 +0000 2009 brettsimonson http://a3.twimg.com/profile_images/595002931/Untitled-5_normal.png 6272159420 18887628 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BRF CPL EWZ ITUB