SAFE

China's State Administration of Foreign Exchange, known as SAFE, is the newest latest Sovereign Wealth fund created to be investing in equity worldwide. These pools of money are from creditor nations and they will be investing in debtor nations as well as emerging markets. These types of new asset pools total nearly $3 trillion dollars and are expected to to jump to $12 trillion by 2012. This new group of investments will dwarf the USA's traditional pension funds and endowments.....historically the largest investors worldwide. These new funds are game changing plays that have to respected and understood. As they will have material compounding cash flow to invest, new cash flow from future tax revenues and realized gains from long term positions to be reinvested. These are all positives. Additionally they will probably park a material amount of money with companies like BX....for many reasons.

Smart investors are making money today focused on four talking points. The four C's: 1) Commodities, Consumers, Convergence and Corporate Governance says Mark Mobius, a respected global long term investor.

The Creditor Emerging Markets (anything outside the USA and Europe) are growing four times faster than the (debtor) nations and their stocks are selling for about the same valuation. The vast majority of your investments should now be outside the USA. Like BHP or DRYS.

Barkly seen here liked tennis balls but did not retrieve them. Danny on the other hand wants you to throw the ball all day long.....so we have to be flexible.