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China - page 2

China: the coming costs of a superbubble

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

Christian Science Monitor approached me to write an article on China after they saw my presentation – China the Mother of All Black Swans.  This article is a combination of this presentation and articles I’ve written in the past.  It was published in the March 16th paper.   China: the coming costs of a superbubble China may…

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Don’t call me Dr. Doom, call me Mr. Realist

in China/FP: Latest/Japan/The Process by

 I had an interesting conversation last week with a potential investor.  I described my thoughts on the US economy, explaining that in our (my firm’s) view the current strength of the US economy is significantly boosted by steroids graciously provided by the US government in the form of stimulus.  (I’ve written about it in this…

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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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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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The China Bubble’s Coming — But Not the One You Think

in China/The Process by

Financial commentators are obsessively debating whether the recent rise in the Chinese stock market means there’s a bubble — and if so, when it’s going to burst. My take? Who cares! What happens to the broader Chinese economy is what we should really be watching. It will have a far-reaching impact on the rest of the world — much more far-reaching than a decline in stocks.

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China Growth – No Miracle

in China by

Be careful about investing your hard-earned dollars in the latest Chinese five-year economic miracle.  One should not confuse China’s latest economic growth — retail sales up 14.8 percent, industrial production up 7.3 percent and car production ahead 18 percent — with sustainable growth. Now that the US consumer is de-leveraging and the global appetite for…

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