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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?) China Forecast 2011: Make the Biggest Gains in China's "Gray Market" – Before the Government Fi... (Money Morning, 2/8/11) China's Trade Surplus Goal Signals It's Time To Dance With the Dragon (Money Morning, 2/17/11) The WSJ's Most Controversial Article... Ever (Wealth Daily, 2/2/11) 
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?) Inflation Rate (Learn Mining News, 2/22/11) Why Inflation Rate is Going to Explode (Learn Mining News, 2/20/11) What the Looming Inflation Tsunami Means for the U.S. Housing Market and Commodities (Money Morning, 2/24/11)
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?) The Most Telling Chart of 2011 (Wall Street Daily, 12/30/11) The Only Investment "Forecast" You'll Need for 2011 (Money Morning, 1/20/11) 2011 Gold Predictions: How High is Gold Going to Go in 2011? (Learn Mining News, 1/10/11) 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?) Inflation Rate (Learn Mining News, 2/22/11) Why Inflation Rate is Going to Explode (Learn Mining News, 2/20/11) China Rate Increase a Responsible Move to Tame Inflation (Money Morning, 2/8/11) |
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