On January 23rd, the Chinese celebrate the start of their New Year – and it’s the Year of the Dragon. It’s also the year in which the bill comes due for one of the most ambitious and misguided stimulus plans in world history. The bottom line is that the entire thing is being built on…
Samhain was the original ancient name for Halloween…and as October 2011 begins, we find ourselves at the very nearest to the World of the Dead that we’ve been since the March 2009 lows.
When Richard Bernstein is in the news, I pay attention. He is avoiding China and wants nothing to do with gold, here’s why.
More on the obvious bubble in China’s commercial real estate sector.
China is acting responsibly to head off an economic crisis. Imagine that.
The dependent relationship between China and Brazil is as fundamental as that of the shark and the remora fish.
Some links to understand today’s mini-crash.
More evidence of a bubble in Chinese Real Estate. Luckily, our own banks aren’t in any condition to be piling in…yet.
Against the backdrop of China seeking to cool off its economy, today might be a good time to reasses what we actually own.
I just got around to reading and digesting Gillian Tett‘s phenomenal recounting of the BRIC saga from the Financial Times this past Friday. Tett does a great job getting to the origins of where the research team got its idea to conceptualize the investment theme and then traces its global spread from finance to consumer…