Home » August 24, 2009 Entries posted on “August, 2009”

Beating a Dead Horse

I know, I may sound like I’m beating a dead horse how much printer cartridge can one spill over China?  – but I have a very high burden of proof to overcome.  Let me demonstrate it by this analogy:  Let’s rewind 20 years.  It is 1989 and I am writing that the Japanese economy is [...]

August 24, 2009 | Posted in China,Feature-box - China | Read More »

Healthcare Game

Given my usual warning, I don’t want to discuss politics in my writings for two reasons: it bores me to death and I’ll upset 55% of my readers. But an investor cannot ignore politics especially today. What happens in Washington doesn’t stay in Washington. In his healthcare proposal President Obama is using a tactic described [...]

August 18, 2009 | Posted in Stock Analysis! | Read More »

Interview with BNN: You Kiddin’ Me?

After I wrote the last note about China’s creative calculation of its GDP, a friend wrote: “So what?  Who cares what is going on in China?”  If the Chinese economy was the size of the Vietnamese economy, and it was not responsible for more than 2/3 of our trade deficit and didn’t hold $2.2 trillion [...]

August 16, 2009 | Posted in 5 Minutes of Fame,5 Minutes of Fame!,China | Read More »

The Second Edition of the First Part of My Book (free)

 Here is a link to the presentation/speech of my book. This presentation/speech qualifies as a second (free) edition of the first part of my book – the part that explains why we are likely suffering through a range-bound market.  I updated the data; found a better way to explain old and new topics; changed my mind [...]

August 12, 2009 | Posted in Macro | Read More »

China’s growth an accounting miracle

I hope you are enjoying the last month of summer.  I’ve gone fishing twice this month – caught absolutely nothing.  Actually I don’t think I’ve caught a single fish over the last five years.  But I’ve been mainly reading, listening to music and drinking beer while I was fishing.  So the fish probably did not [...]

August 7, 2009 | Posted in China | Read More »

Recently Commented

  • Jonathan Deng: One more little data to add to the China bear picture is car sales. According to data provided by GM,...
  • Jonathan Deng: To answer the question the first gentleman asked regarding warning signs, I think the warning sign has...
  • Anonymous: SOUNDS TO ME LIKE IT’S TIME TO CASH IN THE PFIZER STOCK.
  • Anonymous: Facebook and Google are very similar and will likely have a very similar cost structure.  This is why...
  • Leigh Drogen: While I tend to agree with the sentiment that the relative multiples of Facebook and Google are...