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Monday, February 28, 2011

China and the threat of 'dumping Treasuries'

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A recent Wikileaks article has exposed the Chinese mentioning their large holdings of US Treasuries while in conversation with the US as a n...
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Wednesday, February 23, 2011

Inside North Korea's propaganda machine

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Here's a documentary on North Korea's propaganda machine and the people trained to fill it.  Remember the kids you see are some of t...
Monday, February 21, 2011

Rising Risks Roundup

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This weekend has been an eventful one for the world geopolitically and this week will see further events which shape the stage.  The riots i...
Thursday, February 3, 2011

Torturing the initial claims data

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Initial unemployment claims data came out today and  weekly unemployment claims decreased to 415,000 .  The number has bounced around quite ...
Wednesday, January 19, 2011

China's reserve ratio raising is finally starting to bite

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China recently raised the bank reserve ratio requirement again and it looks like this time it's really starting to bite. 7 day repo ra...
Friday, January 14, 2011

Reading list

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Some stuff I've been reading / watching David Einhorn video http://wealthtrack-appletv.blip.tv/file/4406653/    ht:  http://www.euro...
Tuesday, January 11, 2011

Portuguese recycling & Iceland recovery -- Why the Chinese and Japanese are buying EU debt

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The recent news of both China and Japan buying EU debt  provides a very interesting window into the various motivations of investors.  While...
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