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FP: Latest - page 9

Jamie Dimon’s Thoughts on Chinese Banking System

in China/FP: Latest by

 If I were a prosecutor I’d be thanking Al Gore for inventing the internet and email (I don’t know if Mr. Vice President claimed the email invention, but without the internet there is no email).  Especially email, because now you can amass evidence of wrongdoing in a very searchable and easy-to-use format.  TheStreet.com has dug…

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Even Capitalist Pigs Should Love Bank Regulation

in FP: Latest/In Defense of Capitalism by

 I am a Capitalist Pig, and proud of it, thus you would not expect me to support government interference and more strenuous regulation of financial institutions – after all, capitalism (free markets) and tight regulation don’t mix well.  Well, at the risk of been kicked out of the Capitalistic Pig Party, I am in support…

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Chinese Quest for Shortcut to Greatness

in China/Feature-box - China/FP: Latest/The Process by

The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy. When you pump a stimulus package that represents 14% of GDP through a fire hose into an economy, which was already on shaky bubble foundation, in a…

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Barron’s: Economic Steroids Are Toxic, Too

in FP: Latest/The Process by

AS THE NEW YEAR OPENS, THE stock market is behaving as if the past 20 years were about to repeat themselves: Another recession will turn into a robust expansion. Stock prices already are discounting an earnings recovery to something only slightly below the level before the financial crisis. Risk-taking is in vogue again. The global…

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Q&A with FT:Investing in Range-Bound Markets

in FP: Latest/The Process by

In the bull market that preceded the collapse of Lehman Brothers and the ensuing financial crisis, equity valuations reached some very frothy levels. The correction that followed only lasted until March, since when, the S&P 500 index has risen more than 60 per cent, while the FTSE Eurofirst 300 has gained a similar amount. Vitaliy…

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Will Japan drive our interest rates higher?

in FP: Latest/Japan by

In investing, it’s important to think unconventionally and creatively while at the same time considering risks – no matter how remote or unmanageable they are. I keep thinking: What would drive our interest rates up in the US? China is the obvious culprit as it’s the largest holder of our fine Treasury obligations.  If China’s…

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