Monthly Archives: January 2013

Many commentators of late are proclaiming that China has avoided a “hard landing” and will be rebounding to 8% growth any day soon. A more sober assessment warns realists to not jump to robust growth scenarios quite so fast. China … Continue reading →

With the practically unanimous bullish sentiment today (not that most commentators are saying the economy is good, but most are betting bullish anyway with explanations that “they have no choice” or low yields are forcing them to strap on risk, … Continue reading →

Several worthwhile articles have come across my desk this week.  Here are a few: The 12 cognitive biases that prevent you from being rational 4th quarter earnings will be an unmitigated disaster Unlucky ’13 beckons for gold miners The top … Continue reading →