tag:blogger.com,1999:blog-34323687.post1539918443237621926..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Make Mbonos Great AgainMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-34323687.post-1904576573297086802021-04-20T07:51:23.251+01:002021-04-20T07:51:23.251+01:00Thanks for the nice and useful information.
ดูหนัง...Thanks for the nice and useful information.<br /><a href="https://movie2uhd.com/" rel="nofollow">ดูหนังออนไลน์เต็มเรื่อง</a><br /><a href="https://movietofree397449604.wordpress.com" rel="nofollow">รีวิวหนังใหม่ชนโรง</a>รีวิวซีรี่ย์ฝรั่งhttps://www.blogger.com/profile/04167989538661451409noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18285654265110793452017-06-16T22:52:31.970+01:002017-06-16T22:52:31.970+01:00I'd usually try to stay on topic, but I'll...I'd usually try to stay on topic, but I'll step in with my Peter Lynch view here--Costco is going to be ok. Most weekends I sit at the cafe having a churro with my kids and watch the constant avalanche of consumer goods walking out of that place. It's amazing. Don't ask me what that means for forward p/e's, though. <br /><br />Re: equity or non-inst expressions of lower rates in Mex--not sure on that one, I haven't looked at the banks in a while, Santander Mexico, Banorte and Inbursa are big publicly traded names there. And Walmex is a bellweather. <br /><br />EM Inflationistahttps://www.blogger.com/profile/13376753485910252234noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42116380362290447552017-06-16T21:20:11.105+01:002017-06-16T21:20:11.105+01:00IPA. Even though I am skeptical that the WFM deal ...IPA. Even though I am skeptical that the WFM deal closes so easily, this should put a nail in TGT. Not sure who was buying on the close here. Will look to short on any move up. Meanwhile Costco which trades at 26x forward PE gotta be worried. Sure I know Costco model is great, hard to copy, but nothing is forever. Hoping DLTR gets down into the mid 60's as I think they are the only ones who are not directly impacted. abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-3911152668621178312017-06-16T20:29:45.121+01:002017-06-16T20:29:45.121+01:00Nice javascript shawn. Thanks for the post. excell...Nice javascript shawn. Thanks for the post. excellent again. What would you do for 1 trade on a non institutional account? <br /><br />LB, re Canada. I think the change in tone of Poloz is a bigger deal than oil or china, which in my view will be contained. crosses look interestingabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30685755254546407702017-06-16T15:40:50.988+01:002017-06-16T15:40:50.988+01:00Excellent post. Excellent post. Nickhttps://www.blogger.com/profile/08877745854003049438noreply@blogger.com