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A Far-East Fiasco?

I often start my mornings with egg, cheese and turkey sandwich at Panera Bread.  This morning was no different.  While reading newspapers on my Kindle, sipping hazelnut coffee (I know I just lost respect of the true coffee drinkers), I started with yesterday’s FT, an article on China piqued my interest.  China plays a very [...]

December 26, 2008 | Posted in China,Macro | Read More »

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  • Capitalistic: Great article.
  • Mike Derbyshire: With respect to your last line – yes – anyone can make a mistake – however –...
  • jason klein: Good article. Your book rocks.
  • David: Vitaliy, As a firm that currently does not own AAPL for clients, I thought this was an excellent article....
  • goatwig: Great piece except the part about “short run stock movements are random and require no skill to...

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