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The situation in China as the trade war with the US beckons
On Monday, I mentioned that White House Director of the National Economic Council Larry Kudlow had said on CNBC that the US wants to build a “coalition of the willing” to fight China on trade. And so, the fear in China, I understand, is…
The financial transmission of housing bubbles: Evidence from Spain
Housing bubbles may crowd out credit from other sectors, but they may also have a crowding-in effect by providing collateral to real estate-owning firms or generating attractive assets which banks can securitise and use to increase their…
Is this chart suggesting emerging market and developed market rotation?
Real quick here. Here's a chart tracking EM and S&P500 gains since the beginning of 2016:
Source: Jamie McGeever
How EM closes the performance gap
Two questions:
When and why should we expect EM and US stock markets to move in…
More on the coming rotation out of DM and into EM
Since everyone is talking about the anniversary of the Lehman collapse and the financial crisis, now's a good time to think about the upside after crisis. In February 2009, I wrote a post based on some advice from veteran investor Jeremy…
What should we expect after a financial crisis?
Today is September 11th, a sad day for many people including myself. I lived in New York City when the terrorists attacked that day. And I witnessed the Twin Towers fall. A college friend who worked there was killed in the attack. I don't…
Using the Internet, anonymity and Russian trolls as an example of propaganda works
I want to run something by you that has been on my mind since Saturday because it hits on some of the themes I have been writing about in my journalism and media posts for the past couple of months.
Suspension of disbelief and troll…
Bargain hunting as house prices tumble in Australia, preparing for black swans in China and…
1 - More downside prices for Australia's housing market
The Australian housing market is in the "bargain hunting" mode now. And that could add to downside losses.
If you recall, the FT did a piece on the falling market, citing…
The uselessness of politcal commentary
Ok I tried. I went into the political arena. And doing so reaffirmed for me why I steer clear. This is just a brief note to tell you why.
Let me frame it this way:
What if I told you that I thought a lack of civic responsibility of…
Tesla is on the wrong path. Musk needs to go to save the company.
Why is Tesla CEO Elon Musk smoking marijuana in public and sipping whiskey while taping a podcast? Sure, it's legal in California. But it's not a good look. And it makes Azealia Banks' claims look credible that Musk was tweeting the "taking…
Working class resentment and the cuts in public education in Arizona
Okay, let me go right to Peter's comment from yesterday about fixing the system using the Arizona piece as a jumping-off point. I'm going to be talking about the US here. But some of what I say is probably relevant elsewhere as well.…