Category Archives: China

“Deals Galore” Coming This Fall

D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore?  We also wonder if the Administration is on the verge of a … Continue reading

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Roll back: The Verb China Is Looking For

Roll back is the verb China is looking for. Mr. Market is all lathered up this morning on the following report, Source: @FerroTV Not so fast. A senior White House official said the U.S. is “absolutely not” considering an interim … Continue reading

Posted in China, Trade War, Uncategorized | Tagged | 1 Comment

Rent Control Issues Hit 7-year Bond Auction

At least, that is our view. We have worried out loud how global interest rate repression may cause ugly bond auctions. A problem that similarly arises in the rent-controlled housing market. …we are watching the Treasury auctions closely and suspect … Continue reading

Posted in Bonds, China, Credit, Uncategorized | Tagged , | 7 Comments

The People’s Republic of The Future

Great watch… When it comes to technology, Shenzhen may well be the most fascinating city in the world. It makes the majority of our electronics. It clones the best technology Silicon Valley has to offer with ease. And, these days, … Continue reading

Posted in China, Video | Tagged , , | 13 Comments

Who Is Winning The Trade War?

China on Wednesday urged the Trump administration to “make up its mind” about reaching a trade deal with Beijing, warning that additional tariffs could send negotiations further off track. — South China Morning Post, July 17 We state emphatically, Nobody … Continue reading

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Huawei’s American Suppliers Set To Rock The Casbah, Or Not?

Here are some of the top American suppliers to Huawei that should Rock the Casbah in Monday trading after Trump’s rethink the Chinese company is a national security risk. It’s still not clear what the Trump-Xi Osaka handshake and agreement mean, … Continue reading

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US and China relationship has forever changed

At times you will still see some volatility, says Catherine Yeung, investment director at Fidelity International.  – CNBC International

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When 50 Percent Of U.S. Households Were Insolvent

Not that long ago, by the way. My good friend, David Jones, sent over some new data this past weekend.  We have been busy. Our First Take Not a lot of prose tonight as we will let the data and … Continue reading

Posted in China, Economics, Policy, Politics, Uncategorized | Tagged , , , | 1 Comment

Will The S&P Hold The Line?

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

Stress Testing Apple

Goldman finally getting around to stress testing Apple as the trade war escalates.  They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading

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