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Showing posts with label opinion. Show all posts
Showing posts with label opinion. Show all posts
Monday, November 7, 2011

China lending stats update -- The decline continues.

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It has been over a year since I last highlighted the slow decline in official  lending statistics out of China. Since then not much has hap...
Thursday, December 23, 2010

Something to watch in the new year

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The year is wrapping up and the US stock market continues to grind higher in a Christmas rally. While the US is in a much calmer state as c...
Friday, November 12, 2010

The flogging will continue until morale improves

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The Federal Reserve recently announced they will purchase another 600 Billion in US Treasury bonds (commonly called Quantitative Easing 2 ...
6 comments:
Wednesday, October 13, 2010

Latest Chinese Lending Stats: Ignore these numbers!

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An odd way to start a post but as mentioned in my previous entry  it is hard to know how much lending is truly going on in China these days....
Tuesday, August 17, 2010

China lending update. Is bank lending speeding up or slowing down?

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It has been a while since I have updated you on the bank lending situation in China.   This is not due to me slacking off (I'll admit to...
Tuesday, June 22, 2010

Is a steep yield curve leading us astray?

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Does a steep yield curve guarantee future economic growth?  Usually but maybe not this time. A recent article on BusinessInsider got me th...
1 comment:
Monday, February 8, 2010

Fast Money needs to do their homework -- High lumber prices are due to a temporary supply shortage not demand

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I was watching Fast Money on CNBC tonight and their Prop Desk blurb on lumber and by implication Plum Creek (PCL) caught my attention.  Th...
Monday, January 18, 2010

Betting markets are predicting a win for Brown in Massachusetts -- What does this mean?

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The betting site intrade.com shows Scott Brown leading in the special election for the vacant Senate seat in Massachusetts.  (The image is...
2 comments:
Wednesday, January 6, 2010

The smell of lending bubbles in China. Do you like butter on your popcorn?

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One item which is becoming a pet peeve of mine is the practice of writing articles making predictions with no underlying factual data to bu...