Japan leads China out of soft patch: Buy Chinese stocks

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The fourth consecutive monthly drop in China’s CFLP manufacturing PMI to 50.7 in July from 50.9 in June was a huge disappointment to the market. What some market players fail to understand is that July is the weakest month of the year from a seasonal point of view. On a seasonally adjusted basis (my adjustment) the PMI actually rose from 52.0 to 52.9 in July! Given the historical relationship between the Shanghai Composite Index and the PMI, Chinese stocks offer excellent value. […]






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World repeating Japan’s 1997 mistake, says Koo

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Richard Koo, chief economist at Nomura, warns that global governments are making the same mistake that Japan made in 1997 that sent its economy into a tailspin. […]






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Jeremy Grantham: “S&P worth no more than 950”

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Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chairman of Boston-based GMO has just published the August edition of his popular newsletter. In the context of today’s turbulent markets, Grantham’s Letter revisits his early 2009 piece “The Last Hurrah and Seven Lean Years” wherein he asserted that it would be a rocky return to normal for the markets after the excesses of the previous decade. Presenting both positive and negative factors, he evaluates where we are two years into the period. […]






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Rogers: The U.S. emperor has no clothes

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In this interview, the BBC’s Mariko Oi asks investor Jim Rogers if there is a lack of faith in policy makers in the U.S. and Europe. […]






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Don Coxe – Monthly Investment Recommendations

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The July’s edition of Donald Coxe’s Basic Points research report (subtitled “Existential Financial Risks”) was published a few days ago. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but I do recommend you also read the full report at the bottom of the post. (Also note that Donald’s weekly webcasts can be accessed from the sidebar of the Investment Postcards site.) […]






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Gold Price at $2,000 “decent target” for Q4, according to Merrill’s Widmer

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Michael Widmer, head of metals research at Bank of America Merrill Lynch, talks about the outlook for gold. […]






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