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 By Prieur du Plessis, on February 21st, 2011 posted in: China, Emerging markets, Investment  Leave your comment
Markit released the Flash HSBC China Manufacturing PMI for February based on 85% to 90% of responses this morning. The flash estimate came in at 51.5 compared to the final 54.5 in January as a result of a combination of seasonal factors as well as quantitative tightening. Wow, what a drop! That will surely be negative for equity markets and especially the Shanghai Composite Index? No, not necessarily … [...] More on this topic (What's this?) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Emerging Markets: The Ultimate High Growth Investments (Investment U, 4/3/12) Investing in Emerging Markets with U.S.-Traded ADRs (Money Morning, 5/7/12)
In this video clip, Gary Shilling of A. Gary Shilling & Co. and John Tamny, editor of RealClearMarkets.com, debate inflation versus deflation. Shilling argues that a “speculative bubble” is driving up commodity prices, but Tamny regards that as “pure fantasy”. [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12) Friday Charts: Running for Smiles, Inflation Fears and Scary Unemployment (Wall Street Daily, 5/4/12) 
Has the moment finally arrived when profit margins start reverting to mean? David Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates, seem to think so and argues his case in this post. [...] By Prieur du Plessis, on February 21st, 2011 posted in: Economy, Investment, Wall Street 2 people had their say - chime in!
Matt Taibbi discusses his book “Griftopia: Bubble Machines, Vampire Squids, and the Long Con That Is Breaking America”, the stunning rise, fall and rescue of Wall Street in the bubble-and-bailout era and the inner workings of politics and finance in America. [...] More on this topic (What's this?) Interoute’s Revenue Surged in 2011 (Telecom Ramblings, 4/23/12) Before Making That 2011 IRA Contribution, Make Sure Your Pension Plan Assets are Safe (Money Morning, 3/30/12) 11 Irrefutable Signs of a Real Estate Recovery (Wall Street Daily, 4/9/12) By Prieur du Plessis, on February 21st, 2011 posted in: Investment, Markets, Money Leave your comment
Don Coxe has updated his popular webcast on Friday, February 18, 2011. Click through for the recording … [...]
“Regardless when or what China’s doing to rein in inflation, it no doubt will put a brake on one of the very few bright spots in the world. While China’s busy tightening and dealing with the once in 60-year mass drought, consumer price inflation, and diminishing margins will likely crop up pretty much everywhere from mass retailers like Wal-Mart, Target, to high tech products from companies such as Apple, Hewlett Packard, and Dell,” said Dian Chu in this topical guest post. [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) Krugman: Why the U.S. Economy Could Use Higher Inflation (Money Morning, 5/2/12) For More Opportunity, Go East (My Wealth Builder, 4/23/12) |
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