Now here is a good idea!
Actually, one of the best. Let the yuan rise. China cools off (a bit), the rest of the world gets a breather, everybody happy..
Actually, one of the best. Let the yuan rise. China cools off (a bit), the rest of the world gets a breather, everybody happy..
One other reason we’re so bullish on these cheap Chinese small-caps with an American listing…
The Chinese are still buying..
The greenback is stronger than many think..
And pretty good news as well..
Suddenly American assets (especially Tresuries) are safe haven no more. This was always odd, not only because the financial crisis had a large ‘made in USA’ stamp on it, but […]
Many people predict the imminent demise of the US dollar because of the massive money creation by the Fed. Not so fast, gentlemen, the dollar is alive and kicking…
It’s a law of supply and demand, if more are created so supply increases, it’s price should move down, right? Well…
Anyone who thinks that things are not seriously wrong, read this. And we’re talking about the second biggest economy in the world here…
A decade ago and more, when we were in a previous life in the academe, we had lively discussions about the pro’s and con’s of the euro (we used to […]