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Daily Archives: March 7, 2013
Commodities not catching the QE bid
As alluded to in Mr. Achuthan’s comments on Bloomberg this morning (before Tom Keene did his characteristic cut off of guests saying things he does not like. Honestly SNL has to do a comedy skit on Keene and his antics), … Continue reading
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The short story: “beware of anything dependent on the Chinese miracle”
Short seller James Chanos, Kynikos Associates, shares his outlook on China, and discusses his short position on Chinese construction, Australia and other commodity centric companies and countries. Here is a direct link. Here is a direct link.
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US recession began in middle of 2012
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, talks about the U.S. economy. Achuthan speaks on Bloomberg Television’s “Surveillance.” John Silvia, chief economist at Wells Fargo Securities LLC, also speaks. Here is a direct link.
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