“Facebook of China to Deliver Your Next Double” (Robert Hsu)

Robert Hsu has been running this teaser ad for his Asia Edge newsletter for a week or two now, and I’ve gotten enough questions that it seems there’s some demand for the Gumshoe version (ie, the free version) of the answer. It seems unlikely, by the way, that this tease about the “Facebook of China” [...]

“The .25 China Stock You’ve Been Begging Me For” (Robert Hsu Rare Earths)

Well, I’ve gotten a big ‘ol boatload of questions about this ad from Robert Hsu, so let’s dig in. The teaser is for his Asia Edge newsletter, the expensive and somewhat more flexible letter that he edits — Hsu’s “entry level” newsletter is China Strategy, which focuses on US-listed ADRs of Chinese companies, but Asia [...]

“A Solution to the Commodities Problem — Hsu’s Asia Edge Idea”

For the last couple days commodities stocks have been taking a serious beating, including the big lead horse for earnings season, Alcoa, which is down big today. But notwithstanding these few weak days, clearly commodities of all kinds (softs like the grains, metals, energy, even coffee and cocoa) have been shooting out the lights lately. [...]