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Friday, February 26, 2010

Hugh Hendry on China's chronic overcapacity and what it means.

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Hugh Hendry once again nails it (in my opinion) as to what China's conversion into the workshop of the world really means. This appet...
Thursday, February 18, 2010

Consumer credit keeps contracting faster

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Consumer credit data came out about 2 weeks ago and the numbers are not getting any better.  Unlike my previous entries showing the very lon...
Wednesday, February 17, 2010

Bank lending continues falling -- Are buying US Treasuries instead

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Bank lending continues to fall on a year over year basis.  Compared to the previous two recessions in which bank lending stabilized and then...
Monday, February 15, 2010

Inventory bounce is pretty much over with

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The Inventory / Sales ratio is pretty much back to 'normal'.  As such the inventory bounce contribution to GDP is over.  A lot of ot...
Friday, February 12, 2010

North Korea from another perspective

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Ever since my previous posts on North Korea I have been on the lookout for more articles.  The pathology of how the the authorities are able...
Thursday, February 11, 2010

Copper update -- Nice to see I'm not alone in the wilderness

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My bearish opinion of copper has been met with (polite) derision by some people.  It is nice to see I'm not the only one who is very bea...
Wednesday, February 10, 2010

Hugh Hendry debating economists and ambassadors on the Euro and Greece. Loan sharking in the EU.

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Hugh Hendry, in the guise of the evil speculator debates Stiglitz and the Spanish ambassador to the UK on the current situation in Greece.  ...