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I feel stupider for having read this entire thread…HeavyD

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I feel stupider for having read this entire thread…HeavyD

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I feel stupider for having read this entire thread…HeavyD

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I feel stupider for having read this entire thread…HeavyD

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May I strongly recommend Harloff Automotive in La Mesa, on University near Helix HS? The owner / manager is Brad and they have worked on my father’s air and water cooled VWs for over 30 years. My dad’s ’78 Bus now has 350,000+ miles on the original engine and tranny, with just a few new clutches along the way. They do well the work you need and never do anything unnecessary. DHH

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DonaldDuckMoore,

The book you heard about on KPBS Wednesday morning is called, “A Year Without Made in China” by a woman named Sara Bongiorni. I mentioned it in this thread back on the 13th, in fact. It’s a good read and thought-provoking.

Turns out the author will be doing a reading / signing up at the BookWorks book store on Via de la Valle in Del Mar next week, right next to the Pannikin.

HeavyD

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DonaldDuckMoore,

The book you heard about on KPBS Wednesday morning is called, “A Year Without Made in China” by a woman named Sara Bongiorni. I mentioned it in this thread back on the 13th, in fact. It’s a good read and thought-provoking.

Turns out the author will be doing a reading / signing up at the BookWorks book store on Via de la Valle in Del Mar next week, right next to the Pannikin.

HeavyD

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This book is very topical and a great, easy read:

“A Year Without Made in China…”, Sara Bongiorni 2007

HeavyD

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This book is very topical and a great, easy read:

“A Year Without Made in China…”, Sara Bongiorni 2007

HeavyD

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RSeiser,

I’m unfortunately going to miss the meetup this Saturday, as I have to attend a friend’s bachelor party; I’m 41 years old and this may be the last one I ever attend — gotta keep my priorities straight!

Here are the official websites of what I consider to be the 4 most “liberal” exchanges in Asia; I am now restricted in my personal accounts, but in the past it was not so difficult for foreign nationals to open trading accounts in these markets:

Thailand: http://www.set.or.th/en/index.html

Singapore: http://www.ses.com.sg

Hong Kong: http://www.hkex.com.hk/index.htm

Malaysia: http://www.klse.com.my

If memory serves, in order to open accounts in Japan, Taiwan, Korea, and India, you must have a local bank account, and to open a local bank account, you need a local ID of some kind. More trouble than it’s worth, unless you have dual citizenship or a close relative who lives in one of those markets. China is also a pain in the neck, but you can get great access to plenty of ‘China Plays’ via Hong Kong or Singapore or even Bangkok.

I have enjoyed this site immensely over the past year+; in about a month this SD native is once again moving to NYC where my wife was happier and where our kids can get some special care. I have mixed feelings about the move…

I hope (and fully expect) that the Piggington-ites who are biding their time and waiting for a leg down in local real estate prices will be handsomely rewarded.

HeavyD

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Every single market in Asia has the equivalent of an S&P 500 Index. But typically the big cap names you seem to be attracted to are not cheap; real value in my experience can only be found outside the well known big-cap names.

Do a bit of research online; every major Asian exchange I invest in has an English language website that contains information about the exchange itself and the companies that trade on the exchange. In a few rare cases you can open accounts in local currencies and begin trading online.

There is lots of value out there — stocks trading on 3-4x earnings, stocks trading at a discount to net cash — but you won’t find it in the big index components, nor will you find it among the tiny handful of names that have issued ADRs.

HeavyD

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They’re doing a ‘re-vegetation’ project. A close friend of mine who works with various local conservancy non-profits brought me up to date on this just a couple weeks back…I agree it looks a lot like they are prepping sites for building, but that’s definitely not the case. HD

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Is this place on Mesa Norte Dr even in Carmel Valley? Mapquest suggests it’s closer to Mira Mesa…’course Mapquest gets a lot of things wrong…HD

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Here’s a bit more detail on what’s happening at MLN, from Bloomberg News:

http://www.bloomberg.com/apps/news?pid=20601206&sid=a1twH.bj1_q8&refer=realestate

And has anyone posted on this Lennar news today? Again, from Bloomberg News:

http://www.bloomberg.com/apps/news?pid=20601206&sid=aAGUoUkmKN8I&refer=realestate

HD

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I don’t have any data on auto repos, but I agree it would make sense for anyone under financial stress to sell off a luxury car first before failing to make a mortgage payment.

I don’t have the time here in December, but it would be easy enough to search Autotrader.com to find the number of BMWs, M-Bs, and Lexus for sale and then track that number over time.

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