Monthly Archives: August 2012

Good discussion here on the continued deterioration in Chinese earnings and equity markets which typically have led North American equity cycles by 3-4 months. The hosts grasp at the usual straws of “but won’t more central bank intervention reverse all … Continue reading →

“Former Pennsylvania Governor Ed Rendell has a message for the Republican and Democratic parties and their leaders this political season: Don’t wuss out. The two-term Democratic governor — and a former Democratic National Party chairman — is also the author … Continue reading →

Today we have an important piece on the risks to the Australian economy from Jonathan Tepper via John Mauldin. In my view it is a must read for Australians and Canadians and everyone else who is looking to understand and … Continue reading →