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...

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...

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...

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\_....

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...

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...

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...

After having the opportunity to visit a rural farming community in China it made me realize many things about China's impressive growth. It is not an efficient growth, but an inefficient one. We see skyscrapers and massive Olympic structures being constructed every month but this is only a small...

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: Paulson and strong dollar: Paulson made the following comment. > "The dollar has been the world's reserve...

Over the course of this month I will be posting a series of articles on the Chinese economy. Just so you all know, I have been studying here at Beida for the semester or as foreigners call it Beijing (Peking) University and have come across some interesting realizations about China and their...