tag:blogger.com,1999:blog-4815867514277794362.post8010865457007042290..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Follow Bill Bishop's twitter feed nowJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-4815867514277794362.post-91489176505089090332012-09-17T20:17:18.920+10:002012-09-17T20:17:18.920+10:00Patriotism/racism happens everywhere, even in your...Patriotism/racism happens everywhere, even in your own backyard. http://news.bbc.co.uk/1/hi/in_pictures/4520286.stm<br /><br />Any relevant investment implications?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-85016601090799694272012-09-17T12:18:14.889+10:002012-09-17T12:18:14.889+10:00Japan did commit genocide ...Japan did commit genocide ...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-19438401664300433972012-09-17T01:23:14.186+10:002012-09-17T01:23:14.186+10:00While the quote is very commendable, I question it...While the quote is very commendable, I question its applicability to your Chinese short-sale positions.<br /><br />The present troubles were touched off by *Japanese* nationalism. Taiwan has also sent coast guard vessels to the Diaoyu Islands. Protesters from Hong Kong landed on the islands and planted both the PRC and the ROC flag. South Korea is up in arms over an *unrelated* act of Japanese aggression -- the South Korean president refused even to receive a letter from the Japanese prime minister.<br /><br />Now, China is not Prussia, Taiwan is not Bavaria, South Korea is not Britain, and Japan is not France. But the Japanese had best be wary, because the numbers aren't on their side.<br /><br />The only way they could possibly screw this up even more is if they also start trying to pick a fight with Russia over the Kuril Islands. (Which, as I recall, they did last year.)Tomnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-38464370646518849912012-09-16T21:58:17.107+10:002012-09-16T21:58:17.107+10:00Hi John,
Long-time reader, first-time commenter ...Hi John, <br /><br />Long-time reader, first-time commenter here (congrats on your blog - truly excellent).Your short Chinese luxury idea might just be coming to fruition with Burberry tanking 21% the other day. I hope you held onto your shorts. Cheers, Aaryn.<br /><br />http://www.moneymorning.com.au/20120913/luxury-firm-burberry-highlights-the-chinese-slowdown.htmlAnonymoushttps://www.blogger.com/profile/11775242367716287598noreply@blogger.com