How the mighty have fallen
This little fact: General Motors (GM), the US car maker of which it was once said that if they sneezed, the American economy would have the flu, now is almost […]
China’s inflation problem
To be honest, we are stunned, and that doesn’t happen often after watching the markets for several decades. Our Chinese supply chain management (SCM) software producer eFuture (EFUT) came out […]
More pain to come
Sometimes we prefer to be wrong. Since the inception of this website, we’ve argued here that the economy (the US economy, that is) is in worse, much worse shape than […]
Elasticity
There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials […]
Managing the Asset Markets part VI
We have discussed how the Fed and the Chinese central bank fared in the new climate with a more muted business cycle but much more economic instability coming from the […]
The current economic predicament, some lessons from the 1970s
The signals that we’re in for some heavy whether are gathering pace. For a generation old enough to remember, things look quite familiar. It seems we’ve been here before..
Managing the Asset Markets part V
It looks like we were right on topic with this one, as a discussion about whether central banks have to stop bubbles in their tracks seems to have started in […]
A Wall of Money
We have been mulling about why Soros (as we reported) expects the credit crisis to have real bad effects on the economy, and in his view, house prices have much […]
Making sense of George Soros
After having established pretty sound credentials by making his Quantum fund one of the early paragons in hedgefund land and taking on the Bank of England and coming out on […]
Managing the Asset Markets part IV
In the previous episodes (partI, II, III) we saw how ‘new economy’ forces increased productivity and flattened the business cycle, and restricted inflation more or less to asset markets. This […]