…For a European these days, thinking about the future is disturbing. America is militarily overstretched, politically polarized, and financially indebted. The European Union seems on the brink of collapse, and many non-Europeans view the old continent as a retired power
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Jim Rogers among other people think that Jim Chanos is dead wrong about China. The China bulls believe that China will certainly overtake the US as the world power for a variety of reasons.
Below is a well-written paper written…
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By EconMatters …
This week has turned out to be Wall Street’s wildest week since 2008. The Dow Jones industrial average closed down 519 points on Tuesday, Aug. 10, but then went up 423.37 points. But overall, Down has now lost
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China’s inflation jumped to its highest in three years with consumer price index (CPI) surging 6.4% year-over-year in June (See Chart Below). The spike has been fueled by escalating food prices despite that the central bank’s effort to tame inflation…
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By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets and Active Value Investing. Vitaliy’s website is Contrarian Edge…
Party rulers in China are trapped in a position that chess players deeply fear — zugzwang — where
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By EconMatters
The CPC (Communist Party of China) was founded on July 1, 1921 in Shanghai with a large working class support base. After the death of Dr. Sun Yat-sen… (???)–China’s Founding Father (recognized by both Beijing and Taipei)–in 1925,
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Guru Focus columnist Vitaly Katsenelson recently gave an excellent presentation at the Value Investing Seminar in Italy. The main theme themes discussed were
China, Japan, and his favorite stock idea: eBay.
Here is a summary from Vitaly himself about his…
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In the midst of a global recession that left many industrialized nations reeling and several near collapse, one nation seems to have sidestepped everything. China responded quickly with a large stimulus plan, and projections suggest that 2010 will yield a…
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Edward Chancellor is an excellent author who wrote a book titled Devil Take the Hindmost…. The book is a history of stock market bubbles, and irrational exuberance throughout history. The book discusses the tulip bulb mania, the railway mania
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I have discussed bubbles in the Chinese market in previous articles. Here is a presentation famous short seller Jim Chanos gave recently at Columbia university. The video is over an hour long and is accompanied by slide to…
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Great Video of Jim Chanos on the Chinese Bubble. He thinks a crash in China could cause far reaching consequences. He thinks the data on GDP is flawed, since the Government mandates a certain GDP number and makes sure that…
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