05 Jun '12, 12pm

David Kotok on Strategy

Leverage ETF must be use carefully.They can be very dangerous Facebook if they learn to monetize can be a behemoth For the rest of the decade, manufacturing in US will produce high wage jobs House prices flattening out and energy sectors do well How fast and easy to make ebooks JP Morgan woes doesn’t look systematic Italy third largest debtor, debt large percentage of GDP, Austerity and high taxes will be a big issue Spain is solvent Kotok will watch the spreads for credit spreads and ELA to tell risk Germany Benefiting from Weak Euro. They own Germany ETFs

Full article: http://thefinance.sg/2012/06/05/david-kotok-on-strategy/

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