As seen on:
X
LOADING

Here is what our readers say:

"Thanks for your ideas and advice over the last few years" D.M.
"You are one of the most interesting, talented writers I know" A.G.
"I look forward to your emails. They are among the very few that pass my screen." J.C.
"The world needs more of voices like yours" B.W.
"I don't know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!" J.C.
"Thanks for your ideas and advice over the last few years." D.M.

Shadow Over 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.

The China Syndrome

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 on how much debt is in the system. The more debt infesting the system, the further and steeper asset price declines will be and the […]

Lecture: China & Global Economy

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.

Omaha & Bubbles

  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 a break.  This is an unstructured stream of thought, in no particular sequence. Deadline to register for VALUEx Vail is May 1st.  I am […]

Interview with Advisor Perspectives

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 […]