Archive - Jun 9, 2013 - Blog entry

A gentle reminder not to get too complacent...

Bravo again to Jim for his expert work in helping people make money, just not the people he claims, not his viewers, another P.T. Barnum Show folks.  Good thing this one hasn't shown he is running a business taking subsidies from the Conneticut government based on the number of employees he has, hat's off to you too Keith Mccullough.

Timid men prefer the calm of despotism...

A macro overview.

Emerging markets have tanked but some of the reasons for their underperformance will prove overblown, providing opportunities for long-term investors.

A dispassionate review of a slew of Chinese economic data.  Why the capital inflows are not a result of Qe as much as Chinese investors gaming their own system.  Why the lower inflation is not evidence of Japan exporting deflation, as some have claimed.  Why the decline in imports may be related to prices and foreign demand, more than Chinese demand itself.