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Posts Tagged inflation


The Brave New World of Deglobalization

By on Sunday, January 4th, 2009 | 6 Comments

In previous articles, I have voiced some of my criticisms and predictions re globalization here, here, here, and here. Unfortunately, it is becoming clearer by the day that globalization was largely a fraud where Americans could endlessly consume and Chinese factories could endlessly manufacture without any adherence to economic fundamentals and creating a false and [...]

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Why China Is Really Annoyed At US Policies

By on Thursday, June 19th, 2008 | Comments Off

This is pretty self-explanatory. Investors who bought notes due February 2018 on March 17, just after the Fed helped arrange the bailout of Bear Stearns Cos., have lost 6.2 percent, according to Bloomberg data. The 10-year note, at 4.25 percent, yields no more than the inflation rate, leaving investors with real returns near zero. Consumer [...]

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Poverty Numbers As A Chinese Social Stability Indicator

By on Monday, June 9th, 2008 | 7 Comments

Seeking Alpha has an interesting article The Power of the Market: 600 Million People Lifted Out of Poverty Since 1981. The article comes with two graphs, one of which is above. This shows that there has been a gradual fall in numbers of poor since 1981, but there was a bump in the years from [...]

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Time For Chinese Money to Buy Silicon Valley Startups?

By on Tuesday, March 18th, 2008 | 8 Comments

The very dramatic unwinding of Bear Stearns and the purchase of its shares at a fire sale price by JP Morgan Chase has raised some very interesting questions. Put simply, American assets are going to have to go at fire sale prices. We’re not talking about the Japanese buying Rockefeller Center, I mean real valuable [...]

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Unwinding Globalization

By on Monday, March 17th, 2008 | 1 Comment

JP Morgan Chase has just purchased Bear Stearns at $2 a share, an investment bank which was valued at $150 a year last year. Equity and capital markets are poised for a volatile week. The US Fed is set to make another rate cut, a desperation move, on Tuesday. This is likely to push the [...]

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Snowstorms, US Economy Slowdown May Help China’s Economy to Cool

By on Thursday, February 7th, 2008 | Comments Off

It’s beginning to look like the snowstorms and US economic slowdown can help the Chinese government to do something government controls could not do: cool down the Chinese economy and maybe, even damp price inflation. The greatest worry for Chinese government economists over the past year has been the very real rise in price inflation, [...]

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If You Listen, the Markets Will Tell You…

By on Tuesday, January 29th, 2008 | 2 Comments

Gold prices are going up. Jim Rogers has long been a bull on China, to the point where his daughter’s first language is Mandarin, and is betting on a rise in commodity prices because of demand from China. He highlights this point in his new book A Bull in China: Investing Profitably in the World’s [...]

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Risk Is In The Eyes of the Beholder Part IV

By on Tuesday, January 29th, 2008 | 5 Comments

Yesterday, the new national aquatics center was unveiled in Beijing. This will become the venue for the leading water events of the Beijing Olympics. After the Olympics are over, it will be converted to a shopping mall for Beijing’s masses. Beijing is now the site for some of the most exciting architecture in the world. [...]

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