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Recent Posts
Meta
Tag Archives: China
China Appoints New Financial Regulators
(click here if video is not observable)
Protests as Shanghai Property Values Plunge
(click here if video is not observable)
Posted in China, Real Estate
Tagged China, China Real Estate Market, Hard Landing, Property Bubble
1 Comment
China’s U.S. Debt Holdings
(click here if chart is not observable)
President of Wal-Mart China Resigns After Pork Scandal
(click here if video is not observable)
In China, Black Market iPhone Costs $1700
(click here if video is not observable)
China’s Dwindling Trade Surplus Signals Weak World Economy
(click here if video is not observable)
Posted in Black Swan Watch, China, Video
Tagged China, Exports, Imports, Trade Surplus, World Economy
Leave a comment
Macro Notes from the Alcoa Earnings Call
Our macro takeaway from the call is that Europe is rolling over. No normal September bounce from the seasonally slow August. The company also notes what they see as a temporary slowdown in China. Alcoa missed and the stock got … Continue reading
First and Goal for Risk
We asked last week if the S&P500 (our proxy for risk markets) was capable of clearing the “red zone”, the zone of resistance between 1175-1195, which included the 50-day moving average. The market’s answer? Like a hot knife through butter! … Continue reading
Posted in Charts, China, Equities
Tagged China, Europe, Risk Markets, S&P500, U.S. Economy
Leave a comment
Local Government Financing in China
Yikes! Look what California’s dependence on tax revenues from the dot.com and housing bubbles did to that state’s fiscal health. We’re going to see some fugly naked bodies when the tide recedes in China. Keep this one on your … Continue reading
Posted in Black Swan Watch, China, Muni Market, State and Local Government
Tagged China, Land Sales, Local Government
3 Comments
Can the S&P500 Clear the Red Zone?
Some rally! Almost 70 S&P points or 6.4 percent from yesterday’s low to today’s close. Makes us feel we’re back in the 1990’s trading Brazilian and Russian defaulted sovereign debt. So where to now? The next 60 points are … Continue reading
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