Monthly Archives: August 2012

Chinese earnings and equities still leading down

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

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Political guts needed on all sides

“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

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Australia (and Canada?) running out of luck

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

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