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Posts Tagged ‘China’

Jim Chanos on China: Is Chinese Economic Growth Really Just a Massive Fraud?

Posted in Current Events, Economy, Foreign Affairs, Politics, tagged , , , , on December 9, 2010 | 24 Comments »

This is an incredibly insightful analysis of the Chinese economic “miracle” by Jim Chanos, the renowned hedge fund manager.  It’s a long one, so you might have to watch it in several sittings. The level of meaningless construction spending and investment Mr. Chanos describes is mind-boggling and scary.  At 28:50, he talks about there being 2.6 billion square [...]

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More Evidence China’s Top-Down Statist Economic Regime May be Failing…

Posted in Current Events, Domestic Affairs, Economy, Politics, tagged , , , , , on December 6, 2010 | 1 Comment »

ATLANTA—  In an interesting twist, the Telegraph reports that the Royal Bank of Scotland has advised its clients to take out protection against the risk of a sovereign default by China as one of its top trades for 2011.  This may sound absolutely crazy, given that China has been leading the global recovery and averaging around [...]

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Don’t Lose Sight of Today’s Economic Reality

Posted in Economy, tagged , , , , , , on November 24, 2010 | 2 Comments »

BECKLEY —  I thought the following article was interesting.  Especially, given all the positive economic propaganda in the media prior to the start of our “holy” shopping season.  The title caught my attention – China, Russia Quit Dollar.   Putin says the following: “About trade settlement, we have decided to use our own currencies.” 

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November 2010 Stock Market Crash and the Chinese Asset Bubbles

Posted in Current Events, Domestic Affairs, Economy, Politics, tagged , , on November 12, 2010 | 2 Comments »

ATLANTA – Share prices in Shangahi rocketed down by over 5 percent yesterday, sending chills throughout international markets.  Commodities also fell, while the beleaguered U.S. dollar rose.  Could this be the beginning of the pop that will send U.S. and international share prices down, after they reached 2 year highs over the past week?

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Japan’s Failed Economic Policy Can Provide Lessons for Barack Obama

Posted in Current Events, Domestic Affairs, Economy, Politics, tagged , , , , , , , on October 4, 2010 | 3 Comments »

ATLANTA – We’ve blogged before about some of the failed policy initiatives that Japan undertook during the 1990′s, in response to the collapse of their real estate and financial markets in the early part of that decade.  One I was not previously aware of, however, was the manner in which the Japanese government

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Look Who is Inviting the Next Great Depression…

Posted in Current Events, Domestic Affairs, Economy, tagged , , , , , , on September 27, 2010 | 9 Comments »

ATLANTA— I only have a moment here, before beginning a long work week.  But wanted to leave our readers with a quick link to Ambrose Evans-Pritchard’s column from yesterday on the aggressive ongoing currency debasements currently gripping the world. 

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The China Bubble

Posted in Economy, Foreign Affairs, tagged , , , , , , , , , , on April 23, 2010 | 5 Comments »

BECKLEY — As many of you know I’m pretty long on China as an investment and am constantly looking for more investments in China either through ADR’s or directly on the Hong Kong Exchange.  However, there is a very interesting view espoused by James Chanos on Charlie Rose that sounds pretty counter my views.  Even [...]

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