Category Archives: Main Page

For all those who hated the advent of horseless buggies, cell phones, computers, the internet et al…don’t read this one!   See:  Battery hackers are building the future in the garage…cannibalizing a Tesla to go off the grid.  The primary motivation … Continue reading →

Price deflation is the natural outcome of mammoth excess capacity and shrinking demand from aging, indebted consumers.  Lower asset values are a key part of the cure needed to fix global imbalances and restore rational investment math and consumption ability … Continue reading →

Two more rate cuts and more government stimulus efforts over the past 4 months, and still the Chinese economy–weighed by mind-boggling debt and inventory–continues to slow. This massive mean reversion phase has been well earned by the equally massive hyper-investment … Continue reading →