In this article, I update my views about the US and China, and include my original article going over the risks posed by tensions between the two nations. I also discuss and share an update on IMA’s investment in defense stocks, in light of the current geopolitical climate.
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China
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.
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.
MOST PEOPLE are convinced by now that there is a fixed-asset bubble in China that is on the verge of bursting. The question is, what is next? The answer will depend…
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…
On January 18, 2011 I had a great pleasure to give a lecture on China and its impact on global economy at Johns Hopkings University Applied Physics Lab.
I have to confess, I am tired of writing “structured” articles, the ones where I have to limit my thoughts to 800 words. So with this email I am taking…
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…