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Faster than expected, here’s comes the yuan–and I’ve got some suggestions for ways to play the rise of China’s currency

Excitement? In drug stocks? Yes, in drugs for diabetes, hepatitis, and weight-loss

Do you have enough Japan in your portfolio? (Yes, that 20-year bear market Japan)

Hot Topics

• China stocks
• Long-term Investing
• Federal Reserve
• JPM
• banks
• oil stocks
• buy on the dip

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Recent Buys & Sells

• Update General Electric (GE) in my dividend income portfolio
• Update Home Inns and Hotels (HMIN) on first quarter earnings
• Buy Statoil (STO) in my Jubak’s Picks portfolio
• Update Home Inns and Hotels (HMIN) in my Jubak’s Picks portfolio
• Update Gerdau (GGB) in my Jubak’s Picks portfolio

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