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China – The Mother of All Grey Swans

I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.  Here is a link to my updated presentation on China and Japan (Japan starts on slide 40).

Shadow over 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 […]

Chinese Quest for Shortcut to Greatness

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 […]

Beating a Dead Horse

I know, I may sound like I’m beating a dead horse how much printer cartridge can one spill over China?  – but I have a very high burden of proof to overcome.  Let me demonstrate it by this analogy:  Let’s rewind 20 years.  It is 1989 and I am writing that the Japanese economy is […]