china debt
http://mpettis.com/2011/07/incentives-and-debt/ want to start this newsletter with a story that may be fairly illustrative of one of the problems within the Chinese economy that I worry about. …
Bye bye commodities commodity long-only who buy to hold are going to experience a > 50% drawdown (from current levels) on their industrial metals, crude oil and agricultural positions sometimes in the next 12-18 months.” The catalyst: China.
Industrial commodity bulls may be advised to steer clear of the latest quarterly commodities update by Global Tactical Asset Allocation’s Damien Cleusix whose conclusion is that “Most commodities remain deeply…
sustainability of global bailouts
sure. everyone in my opinion is pretty much undercapitalized (everyone meaning public sector) and banks… the bailout today is absolutely a sign of the times. everyone who can do basic…
The Greek Scam goes for another year!
The Big Fat Greek Gravy Train: A special investigation into the EU-funded culture of greed, tax evasion and scandalous waste By ANDREW MALONE Last updated at 9:09 AM on 25th June…
China conducts emergency liquidity experiments as crisis erupts
China Conducts Emergency Reverse Repos To Calm Money Market Liquidity, Fails, As 2 Week SHIBOR Hits 8.6% Submitted by Tyler Durden on 06/20/2011 23:24 -0400 People’s Bank Of China Reverse Repo…
great, great depression
http://georgewashington2.blogspot.com/2011/06/yastrow-we-are-on-verge-of-great-great.html But this is not news to anyone who has been paying attention. As I pointed out Tuesday, billion dollar fund managers agree: the government never fixed the underlying economic…
euro – prolly going to rally now… backwards
yep … the euro is probably going to rally.. in my opinion greece technically defaulted just now.. but it doesnt matter, perception is reality and perception is dicated by billionaires…
Deflation – Sell your home, etc. $$ $JPM $C $BAC Zombie Banks
Well, the title says it all. Sell your home, walk away from your home, banks will be walking away from homes as they go from assets to liabilities on balance…
Fool’s Gold $GLD $$
Cullen Roche The gold standard failed because it imposed natural constraints on countries that left them unable to defend themselves and their citizens. It is absurd to form an entity…
$SLZM – Oil $3.44/gallon from Algae? That would solve so many problems.
At large scale, it expects that it can be competitive in chemicals and fuels as well in a purpose-built manufacturing plant, forecasting a cost below $3.44 a gallon. Read more: http://news.cnet.com/8301-11128_3-20042446-54.html#ixzz1NAI02xHT