Tuesday, November 6, 2007

Breakfast Links

1. See didn’t we tell you to get on the magic carpet? Alibaba’s up 193% on first day’s trading.

2. Obviously Pakistan has now gone to shit. Buying opportunity?

3. S. Africa’s growing and growing fast but someone forgot to include the need for more electricity?

4. Angola’s has a cement shortage. Opportunity?

5. At this is was one division Chuck Prince couldn’t muck up – Citi’s Poland division actually made money!

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