Janet Tavikoli: Timing China’s Financial Meltdown

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US’s new ambassador to China is causing some soul searching within China (twixt between pride and ‘it couldn’t happen in China’) See Bloomberg This one is long but serious – basically China’s ‘banks’ aren’t banks as we think of them but are vehicles for government policy and certainly are not investment grade but more likely […]

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From Welling Weeden, an investment advisory service, interview with Paul McMculley Chief Economist at PIMCO. The interview is prescient in that it was done in July, 2005. When given the statement:  “Mass production’s pointless if masses can’t buy what’s produced” he responded: Henry Ford’s $5 a day wage was the most beautiful Keynesian thing ever […]

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This is interview provides an interesting comparison of China today with Japan circa 1990. The source is George Friedman, principal of Stratfor, an independent analysis firm of world strategic issues. Their observations of prior situations has been accurate. He believes China “will collapse” in the coming decade and that America will be the primary beneficiary: […]

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What has become clear over the years is that the existing regulatory system, in the USA and other developed countries, was built in an era of mostly domestic production. To the extent these regulators had to deal with imported products, they were dealing with products with comparable developed safety standards and regulatory systems. The system, […]

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China surpasses US as the world’s biggest energy consumer, but immediately rejects title FILE – In this Dec. 3, 2009 file photo, workers load coal into a truck outside a coal mine in Dadong, Shanxi province, China. China has overtaken the United States as the world’s largest energy consumer, the International Energy Agency said Tuesday, […]

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Just out on Google’s official blog – They have had their systems attacked from sources in China with the apparent attempt to steal intellectual property and to seek e-mail addresses of human rights advocates in China. I believe Google when they swallowed hard the restrictions placed on Google.cn but as they say in their blog: […]

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This is a set of commentary and analysis from a specialist in international affairs that might be off most people’s radars. The group is called Stratfor. They specialize in international analyses for businesses and investors. China and Separatism China also faces significant hurdles, albeit none as daunting as Russia’s challenges. China’s core is the farmland […]

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Buried deep in a Thomas Friedman column, he picks up an concept from economics that will become, I hope, a greater part of public discussion. Friedman was writing about a visit he made to Costa Rica. These days, visitors can still see amazing biodiversity all over Costa Rica — more than 25 percent of the […]

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New York Times reports: BEIJING — Local officials in Shandong Province have apparently found a cost-effective way to deal with gadflies, whistle-blowers and all manner of muckraking citizens who dare to challenge the authorities: dispatch them to the local psychiatric hospital. In an investigative report published Monday by a state-owned newspaper, public security officials in […]

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