There are a few old gold bugs around. But the public is not yet talking about gold.
March 9th, 2010 | Bill Bonner | 4 comments | ContinuedAll Posts Tagged With: "Chinese Economy"
ABARE Explains How Much Australia Can Make from Selling Silver, Iron Ore and Coal
The main conclusion was that Australia would see rising export earnings on higher volumes but moderating commodity prices. In other words, the China boom will drive export volumes for the next five years. But you won’t see any more mammoth increases in commodity prices.
March 3rd, 2010 | Dan Denning | 2 comments | Continued
Chinese Government Trying to Put Brakes on Economy
To understand what’s taking place in China today, we need to rewind the clock about a decade. At that time the Chinese government chose a policy of growth at any cost.
March 2nd, 2010 | Vitaliy N. Katsenelson | 10 comments | Continued
Economy of China to Decelerate?
But there are plenty of sceptics on the China story already. Our old friend Marc Faber told Bloomberg that, “It does not make sense for China to build more empty buildings and add to capacities in industries…
February 24th, 2010 | Dan Denning | 7 comments | Continued
China and Raising Reserve Requirements May Result in Slow Demand for Iron Ore
Come to think of it, the iron ore business is a good case study for today’s conversation. Earnings are backward looking. What we all want to know is how business is going to be this year and whether stocks are already priced for any of that future earnings growth. So what’s the story?
February 15th, 2010 | Dan Denning | 10 comments | Continued
People ‘Disappointed’ by Jobless Numbers Haven’t Been Paying Attention
“A surprising jump in first-time claims for unemployment aid sent a painful reminder Thursday that jobs remain scarce six months into the economic recovery.
January 25th, 2010 | Bill Bonner | 6 comments | Continued
Chinese Economy Just Waiting for Excuse to Blow Up
China is reporting such hot growth that the authorities will be forced to throw a bucket of water on it. At least, that’s what a lot of investors are thinking.
January 22nd, 2010 | Bill Bonner | 1 comment | Continued
Dubai Debt Story More Like Bear Stearns Less Like Lehman Brothers
But first things first. Dubai World is not nearly large, leveraged, or systemically important as either Bear Stearns or Lehman Brothers when both those firms failed. For those reasons, it’s unlikely that the failure of Dubai World (and we’re not saying it will fail) would, by itself, cause a global deleveraging.
November 30th, 2009 | Dan Denning | 18 comments | Continued
China Will Rule the Business World While America Finds Itself Heavily in Debt
The 19th century belonged to Britain, the 20th century belonged to America and in the 21st century, China will rule the business world. Whether you like it or not, this transition is already underway…
November 18th, 2009 | Puru Saxena | 10 comments | Continued
Dollar Rally the Sort of Thing that Will Lead to Correction in Gold Price
House prices were up 6.2% in the third quarter over the same time last year, according to data from the Australian Bureau of Statistics. House prices in the capital cities are surging. Stocks are surging. Gold and oil are surging.
November 17th, 2009 | Dan Denning | 5 comments | Continued