China

Santa Claus Rally (reprise)

this post originally appeared on December 6th 2009 This post will be 99% anecdotal, 1% empirical, because I haven’t the time or energy to go dig up supporting data for what we all know:  Most years, the market rips higher during the week between Christmas and New Year’s Eve and this one week run is…

Hot Links: Tiger's 99 Problems

from We Love Data Vis Stuff I’m Reading this Morning… The gold correction that began last week seems to be continuing.  (MarketBeat) Credit Suisse joins Morgan Stanley in predicting a sucky 2010 for stocks.  (PragCap) An epic list of big commercial real estate projects that look to be the “next shoes to drop”.  (ZeroHedge) Treasury…

The Biggest Market Call of the Decade

Yes, I’m about to give props to Goldman.  Deal with it. The single biggest, most profitable market call of the last decade was made in 2001 by economist Jim O’Neill, then working at none other than Goldman Sachs.  The call was made in Global Economics Paper #66 aka “Building Better Global Economic BRICs” and it…

Hot Links: Cramer Reverses on Trader Tax, Taleb in Exile & Flying Cars

Stuff I’m Reading this Morning… Stocks set to rip at the open as Dubai gets the rearview mirror treatment and China posts big data.  (Bloomberg) The Andrew Ross Sorkin op-ed on Dubai, A Financial Mirage in the Desert.  (NYT) Our economic consequences for being fat slobs.  (InvestingCaffiene) A guide to November’s stock buyback announcements, including…

Is China Frontin' On Us All?

In my opinion, this is the biggest potential story out there right now.  The mere possibility that the China bears are right and that all of the growth there is smoke and mirrors could have cataclysmic consequences on a global scale, nowhere more so than here in Debtland, USA. If China collapses, what are the…

Hot Links: Faber on Cramer, Kwak on Dimon & My Parents Were Awesome

Hot Links for Weekend Reading… Note To Jamie Dimon: Repeating Something Doesn’t Make it True – Kwak dismantles Big Bank Benefit Op-Ed. (BaselineScenario) Corporate board rules under the new Dodd finance reform bill.  Important read for investors.  (TBP) Two Madoff IT geeks arrested.  I say Hang ’em High, he couldn’t have done it without them. …

The Economist: Total Factor Productivity is China's Secret Sauce

In the latest issue of The Economist, we get a great article about why Productivity Growth is perhaps the single most important gauge of an economy’s strength.  More importantly, we read about Total Factor Productivity, a measure by which China leaves everyone in the dust. Here’s what it’s all about… A better gauge of an…

China Then and Now from Fast Company

We’ve been discussing China a lot this week, so I figured I’d cap off the weekend with an infograph from Fast Company that paints a great picture detailing how much has changed over the last 60 years of the country’s existence (in its current form). The graph is in two pieces here, whatever. and then…