Tag Archives: Copper

Industrial Commodities Swan Diving

Take a look at  copper,  lumber, and rubber.   Down big.   What does it mean?   No doubt a reflection of a slowing global economy and confirms the contracting manufacturing PMIs in many of the emerging economies.   Hard landing in China?   Don’t … Continue reading

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Week in Review

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Week in Review: Mr. October Cometh

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Global Trend Indicators

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Nonlinear Thinking: Nanotube Cables to Replace Copper?

In the midst of the current swan dive in copper prices Technology Review reports the following, For the first time, researchers have made carbon-nanotube electrical cables that can carry as much current as copper wires. These nanotube cables could help … Continue reading

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Week in Review: Gold and the Three McBears

What a week.  The China/Asia slowdown worries came full force onto the radar screen with the collapse of copper and the Hang Seng.  We put more stock in these real time indicators than the official data coming out of officialdom. … Continue reading

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Look east, young man, at the “64 million empty apartments”

In the context of Jeremy Grantham’s warning that this is no market for young men, coupled with this week’s collapse in copper, oil, and the Hang Seng, we wonder if the realization and fallout from China’s ghost cities is  really … Continue reading

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Global Trend Indicators

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Week in Review

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Week in Review: Can the European Center Hold?

What a week.  What a year.  Who would have predicted that U.S. bonds, even in foreign currencies and a sovereign downgrade, would be outperforming the BRIC equity indices and copper by several hundred basis points in mid-August?   Stunning and a … Continue reading

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