Invest
David Kotok on Strategy
By Investment Moats  •  June 5, 2012
I talked a bit on David Kotok in Sunday’s article and today we have a feel good video on the markets
  • How to use ETFs
  • 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
 
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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