The elections will not change much of anything

by | 03 11 2010 | Blog

Most of the mid-term election results in the United States are now in.  What can we expect now that the Republican party has taken control of the House of Representatives?  What can we expect now that Democrats have lost the ability to solely dictate the legislative...

Anemic consumer spending

by | 02 11 2010 | Blog

Good morning folks! First, I am so glad to see momentum picking up on the blog.  Thank you to all of the new readers for your comments.  I hope that you continue to enjoy this blog and are able to use it to make better, more actionable investment decisions. Second, to...

As told to you here…second: China raising rates

by | 02 11 2010 | Blog

The morning’s Wall Street Journal is reporting that the Chinese central bank is, in fact, going to continue raising interest rates.  Recall that I first shared this information on the blog on Friday via information gleaned from that excellent source of...

Excellent post on another blog

by | 30 10 2010 | Blog

I normally don’t point readers to other blogs – not because I don’t enjoy them myself – but mostly because other blogs are not usually in accord with my point of view.  Here is an exceptional exception to that…...

Rumor of another rise in Chinese interest rates

by | 29 10 2010 | Blog

My favorite source for all things geopolitical, Stratfor, is reporting this morning that their sources in China are saying that the government there is going to raise interest rates again in December.  Recall the churning caused in global financial markets when the...