Like many microcap traders, jumping in and out of the dozens of U.S.-traded Chinese microcaps has been my bread-and-butter over the past few years. Until now.  Something has changed, and until I get a better sense of how severe the change is I am staying away from China stocks.  Today I sold my last positions, [...]

Worth reading: SOYO Updates Financial Guidance for Fiscal Year 2008 – I know the consumer is supposed to be dead, but low-end consumer electronics manufacturer SOYO reported a strong quarter, and projected $.11-$.12 in earnings for 2008, giving it a forward P/E of less than 7. Tronox Announces Global TiO2 Price Increases – Tronox (NYSE: [...]