As we all know there has recently been pressure on China to appreciate their currency because of the trade imbalances seen in Europe and America. As well, other East Asian countries are running into problems with their markets because China’s currency is doing so much better then theirs. Here is a quick run down of the problems, which can help you to analyze the situation.

The biggest problem is that China’s currency is undervalued by as much as what some people think is up to 35%…

I could not get my mind around this deal. Why would a sovereign fund invest in CitiGroup? Why catch a falling knife? There had to be something else going on, and I kept wondering. So I did my research on the Internet attempting to get all of the possible perspectives out of this deal. I have a picture now, and one article sums things up nicely.

At Housing Panic there was a blog entry that talked about how bad the situation is, and how Goldman-Sachs is saying things are bad. I don’t trust Goldman Sachs further than I drop a ball without throwing. I have seen too many times when things that seemed biased (eg rating changes, etc). What bothers me are comments like the following:
In a grim assessment of the U.S. economy’s health, the investment bank said the Federal Reserve will have to cut its lending rate to banks by 1-1/2 percentage points to 3 …

Today’s German IFO was out and it was not as bad as was thought. And right now it would seem that the Germans don’t mind the higher Euro. It galls me that the German commentator said the reason why the Germans don’t mind is because they hedged properly, and others did not. The German CNBC commentator said the problem with AirBus is that they hedged incorrectly at 1.35, and thus their fault.

I don’t usually post links from link requests emailed to me, but I got one from Ken Fisher’s team… and I think Ken Fisher is pretty cool. I like his book. He writes for Forbes, which I should start getting since Business 2.0 went under. He’s pretty smart and has been right about the market more often than not. I like the way he thinks.
Check out my review of The Only Three Questions That Count.
And then checkout Mr. Fisher’s website to find more stuff by him. Learn about Kenneth Fisher …

Here’s my latest post about AMD.
Here’s an excerpt from a Frobes article:

“Intel’s latest desktop processors have faster clocks speeds and use
smaller transistors–45 nanometers as opposed to 65 nanometers–that
allow them to do more work with less power, _all else being equal_.
“We think that Intel is consolidating its performance lead in
desktops,” Wachovia analyst David Wong wrote in a note to investors
Monday.”
!! “All else being equalt.” All else is not equal. Sure, Intel can
brute force faster speeds with the working capital that they have, but
AMD is going to finesse it’s way …

I invest using a combination of basic investor analysis, and technical analysis. Though my technical analysis library is nothing like you have seen before (don’t ask I am not sharing). Though I thought since Steve was talking about buying or selling I would share with you what my system is telling me.

Yes, I’m still alive, thanks for caring.

We’re in the middle of November and this is the time every year when it’s time to start making some important decisions on your stocks. Things get really wonky this time of year for no good reason than other people trying to cover their asses, so let’s take a look at what factors cause these next few weeks to be important in your decision making.

Developing the coastal regions for so long during the Mao period has left a huge disparity between the economies of the interior and the coast. The gap is so large that even though the interior in some areas is growing at the same rate as the coastal regions, the absolute gap only grows larger because of the disparity of their starting points.

While the six and seven five-year plans were based on the system that economic development would diffuse into the center from the coastal regions, this was not a good idea…

What concerns me and why I am ultra bearish with bull jacket is that there is a disconnect.  Disconnects is when you see one thing, and experience another. Let me illustrate some disconnects: