Tag Archives: China
Healthcare Vote Drives the Equity Markets Higher?! U.S. – China Trade War Brewing
The equity markets move higher responding to the results of the healthcare vote Sunday? If you can’t see through that illogical logic then no amount of reading this blog will help you. Please stop reading this post, don’t pass go and choose a card from the community chest as that seems to be the order of the day. For the […]
Credit Markets Warning Signal, Foreign Demand for US Treasury Falls
The following story represents perhaps the largest obstacle facing equity market integrity today. The previous statement is not hyperbole. The collapse of equity prices in 2008 was presaged by a python-like constriction of credit. If the private sector cannot access credit then business grinds to a halt and as we saw in 2008 economic cataclysm ensues… Credit markets flash hottest […]
FED Will Not Reduce Liquidity, Stock Market Investing, China Theme Continued
That’s it! I’ve had it! Enough! Let’s dispense with the absurd, ludicrous, vacuous debate about “imminent” Fed tightening. The financial airwaves and print are full of this idiotic expectation that the Fed will reduce liquidity soon. Allow me to be clear: THE FED WILL NOT REDUCE LIQUIDITY AT THIS TIME. The Fed cannot reduce liquidity because the economic environment is […]
Giddy-up! Buffett, Berkshire Hathaway Climb Aboard Coal Bandwagon
Berkshire Hathaway’s recent acquisition of rail operator Burlington Northern Santa Fe Corp has generated a tremendous amount of dialogue within the investment community. For one, the deal involves Warren Buffet, Berkshire’s iconic CEO and legendary value investor. The 79 year-old sage, whose succession plan remains one of the most tightly bound secrets in the industry, invited the rail operator to […]
Sept. Housing Data, PPI, Russia and China Talk of Replacing the US$ on energy Trade, UK Real Estate Heats Up
More economic numbers out this morning that suggest a continuation of the status quo. The Fed can point to the PPI numbers and pretend there is no inflation… September Core PPI Y/Y +1.8% vs +2.0% consensus, prior +2.3% September PPI Y/Y -4.8% vs -4.3% consensus …So rates can remain low to help the listless housing market… September Housing Starts 590K […]
Hawkish Fed Comments From Warsh, Bullard, Plosser Why? Terrible Economic Numbers, Chicago PMI, MBA Mortgage Applications
U.S.$ weakness of late has spurred a cacophony of comments around the world for a new reserve currency. Now the Fed is attempting to fight back. Over the last few days a number of Fed governors have made hawkish statements to bolster the U.S.$ (the fact that these comments were offered before, during and after the G20 summit is not […]
Chris Nelder. logi Energy-China: The Vampire Squid of Commodities. Part Two
Well, I have explained it: America has no energy plan, and we won’t have one until we give up our fantasies about energy independence or drilling our way out, admit that oil is peaking, and get serious about planning accordingly. Continue reading →