background preloader

To sort...

Facebook Twitter

The Sources and Sustainability of China's Economic Growth. Will China Break? Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins; Microsoft. I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Advisor Perspectives.

Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins; Microsoft

I am very excited about this interview because in a very unconstrained format we had a chance to discuss Paul Krugman’s latest bearish article on China, the linkage between the European crisis and Chinese and Japanese bubbles. We revisited sideways markets, profit margins (I picked a bone with Apple’s high margins), and concluded with Microsoft. Here are some pictures (I took close to 1,300 only a dozen or so are worth sharing) from my November trip to Spain (Barcelona and Madrid/Toledo) and South Africa (requires facebook login).

And Now Presenting: Amazing Satellite Images Of The Ghost Cities Of China. The hottest market in the hottest economy in the world is Chinese real estate.

And Now Presenting: Amazing Satellite Images Of The Ghost Cities Of China

The big question is how vulnerable is this market to a crash. One red flag is the vast number of vacant homes spread through China, by some estimates up to 64 million vacant homes.