Comments on: GOLDMAN SACHS ENTERS EARNINGS SEASON WITH AN AGGRESSIVE TRADE http://pragcap.com/goldman-sachs-enters-earnings-season-with-an-aggressive-trade Fri, 25 May 2012 10:48:32 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: TPC http://pragcap.com/goldman-sachs-enters-earnings-season-with-an-aggressive-trade/comment-page-1#comment-6820 TPC Thu, 08 Oct 2009 15:30:52 +0000 http://pragcap.com/?p=10381#comment-6820 Good point guys. I guess what I am saying with the BIK fund is that if you want direct exposure to the BRICs you might be better off just going straight to the source. Of course, as Rob pointed out, this comes with a much higher beta and the potential for a very bumpy ride.... Good point guys. I guess what I am saying with the BIK fund is that if you want direct exposure to the BRICs you might be better off just going straight to the source.

Of course, as Rob pointed out, this comes with a much higher beta and the potential for a very bumpy ride….

]]> By: Rob http://pragcap.com/goldman-sachs-enters-earnings-season-with-an-aggressive-trade/comment-page-1#comment-6815 Rob Thu, 08 Oct 2009 12:49:33 +0000 http://pragcap.com/?p=10381#comment-6815 Run your chart from May 1, 2008 to today and the SPX is a bit ahead of BIK. The starting point is critical to outperformance. Starting in March 2008 after BIK had fallen much further, BIK has outperformed SPX 2X. Run your chart from May 1, 2008 to today and the SPX is a bit ahead of BIK. The starting point is critical to outperformance. Starting in March 2008 after BIK had fallen much further, BIK has outperformed SPX 2X.

]]> By: tyler cruickshank http://pragcap.com/goldman-sachs-enters-earnings-season-with-an-aggressive-trade/comment-page-1#comment-6814 tyler cruickshank Thu, 08 Oct 2009 12:30:50 +0000 http://pragcap.com/?p=10381#comment-6814 While I like the BIK ETF I'm not sure that it is at all like GS' basket. GS is looking at US based companies while BIK are mainly BRIC based companies. All I've read about GS' thoughts are what you have posted above, but maybe they prefer the "less risky" US based companies and a play off of earnings? While I like the BIK ETF I’m not sure that it is at all like GS’ basket. GS is looking at US based companies while BIK are mainly BRIC based companies. All I’ve read about GS’ thoughts are what you have posted above, but maybe they prefer the “less risky” US based companies and a play off of earnings?

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