China
Will China stay the capitalist course?
That public will becomes even stronger when a country’s past is ridden with political and economic misery. Think of Germany and Japan after World War II.
A Far-East Fiasco?
An article on China piqued my interest. China plays a very important role in the global economy and thus I pay close attention to it.
I’ll Buy “Stuff” Stocks When…
Let me tell you when I'll buy "stuff" stocks. It's when everyone stops telling me how cheap they are and that they are "buys."
China is slowing down
I've said for a long time that one should not trust economic statistics data coming from the Chinese Government as it has the incentives (and power) to interrogate the data until it confesses to what it wants to see.
The Wall Street Transcript Interview Excerpts
I was interviewed by The Wall Street Transcript, and I will share some excerpts from the interview.
Signs of Global Growth Slowdown?
This weekend’s papers provided new signs of global economic slowdown. The first came from Japan. For the first time in 26 years – a long time – Japan became a net importer.
Chinese and Starbucks Late Stage Growth Obesity
What do Starbucks and China have in common? A lot! Both got us hooked on consumption: one of fancy, expensive caffeinated liquids; the other on cheap foreign made goods.
China – Does It Really Matter?
The reaction to the possibility of slowdown in the Chinese economy was an excuse for a correction. This correction has caught many with their pants down, due to the euphoria of the cyclical bull market.
