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China

Shadow Over Asia

in China/FP: Featured/Macro by
the-25-best-hotels-in-asia

Five years ago, almost to the day, I was interviewed by David Galland, who worked at Casey Research at the time. This interview covered three topics: the Chinese overcapacity bubble, the Japanese debt bubble, and my sideways markets thesis. Five years is a long time, but with the exception of updating some statistics I really would not change anything.

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Seek out people who disagree with you; The budget deficit is a stimulus; China = post-bubble Japan?

in 5 Minutes of Fame/China/FP: Latest/The Process by
agree-to-dissagree

I am back from Buffett’s Omaha.  Every year I come back feeling supercharged for the year ahead.  This year was no different.  From morning till night I had the pleasure of sharing and debating ideas with investors from all over the world.  Though I did not plan it this way, the first day I had…

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Interview with Advisor Perspectives

in 5 Minutes of Fame/China/FP: Latest/Japan/Macro/Stock Analysis by
tibidabo-resized

I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Advisor Perspectives.  I am very excited about this interview because in a very unconstrained format we had a chance to discuss Paul Krugman’s  latest bearish article on China, the linkage between the European crisis and Chinese and…

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Video from China/Japan Presentation and DC Trip

in China/FP: Latest/Japan/Russia by
blackbird

I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab.  My presentation was videotaped; video (both streaming and download), audio, and even cliff notes may be found here (by the way, make sure to take a look at other presentations on their website).  Also, I updated my slides…

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$1.3 Billion Burj Khalifa 2.0 is Brilliant!

in China/Else/FP: Latest by

Earlier this week we saw reports that “Beijing authorities plan to build a “seven-star hotel” modelled after Dubai’s Burj Khalifa — the world’s tallest building — in a $1.3 billion joint project with Saudi Arabia.” Yes, the same building that symbolized Dubai’s $20-plus billion in malinvestments and required a bailout by Abu Dhabi. In Russian…

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Interview with Adviser Perspectives

in 5 Minutes of Fame/China/FP: Latest/Macro by

To paraphrase Nassim Taleb, “Giving interviews is the art of repeating oneself without anyone noticing.” With the new book out, I have the pleasure and the opportunity to perfect that art. My latest interview, with my friend Bob Huebscher of Adviser Perspectives, is below; and here are links to my interviews with John Mihalijevic of Manual of…

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Shadow over Asia

in 5 Minutes of Fame/China/Feature-box - China/FP: Latest/The Process by
shadow-asia

The summer is over in Denver.  Of course, in Denver the summer was officially over Labor Day weekend, when the outdoor swimming pools were drained and locked for the winter.  For most people summer ended a few weeks later, when the leaves turned bright yellow.  But not me, I wanted to hang on to this…

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