I keep hearing that Canada is in the midst of its own real estate bubble, and I wonder if our northern neighbor will have its own banking crisis soon.
This year James Chanos gave the Valuex Vail attendees an update on the Chinese bubble: It is alive and kicking. Jim estimates that Chinese spending on residential construction is currently running at 20 percent of GDP.
I am back from Buffett’s Omaha. Every year I come back feeling supercharged for the..
I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By..
China Roundtable with Robert Horrocks and Vitaliy Katsenelson