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Applying Common Sense to the Markets

Applying Common Sense to the Markets
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The Diplomat Magazine China has made dramatic economic progress during the last five years, weathering the global financial crisis and becoming the world’s largest exporter and second largest economy, surpassing Japan. By James A. Dorn for The Diplomat November 29, 2013 Facebook0 Twitter0 Google+0 LinkedIn0 China has made dramatic economic progress during the last five years, weathering the global financial crisis and becoming the world’s largest exporter and second largest economy, surpassing Japan. China’s authoritarian development model appears robust, generating high real growth year after year. The flaws in China’s development model will become increasingly evident as inflationary pressures build, differences in rural-urban living standards mount, a growing middle class demands an end to censorship, capital controls narrowly limit investment alternatives, land rights are strictly curtailed, and freedom of movement is infringed upon by a draconian internal passport system. James A.

Armstrong Economics | Forecasting the World Grant's Interest Rate Observer Hong Kong - FinanceAsia.com - The network for financial decision makers More by country The pace of mining deals is set to moderate as risks rise, according to PwC. The two deals raise a combined $220 million and come at the end of a quarter that has been dominated by follow-ons and block trades. The Malaysian bank has added four new staff to its Hong Kong-based research team as part of a drive to build a leading pan-Asia equities platform. The reverse inquiry-driven club-style deal is priced at a 3.5% discount and comes after the stock hit a new record high on Friday. Our review of the boxes at this year's Cathay Pacific HSBC Hong Kong Rugby Sevens. The block trade attracts good interest and is upsized by more than 30% to $93 million. Bankers and investors warn high-yield bonds from Asian issuers face headwinds due to compressed spreads. Kenneth Chan, an ex-Citi banker, is promoted as his replacement with immediate effect. Existing shareholders take up 71% of the $3.2 billion deal and the combined demand exceeds $200 billion. Jobs Powered by LATEST FROM AsianInvestor

market folly : hedge fund portfolio tracking, SEC filings Jesse's Café Américain SGTreport – The Corporate Propaganda Antidote – Silver, Gold, Truth, Liberty, & Freedom iTulip.com - The Contrary Market View - For Independent Financial Advisor, Currency Online Trading, Commodity Online Trading, FOREX China Financial Markets LLC - Home GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across global developed and emerging markets, as well as absolute return strategies. Our client base includes endowments, pension funds, public funds, foundations and cultural institutions. GMO is a private partnership that employs more than 550 people worldwide. Investment management is our only business. As of September 30, 2013, we managed $112 billion in client assets, $55 billion of which was in asset allocation strategies. Our global offices include the firm's headquarters in Boston and offices in San Francisco, London, Amsterdam, Zurich, Singapore, and Sydney. To read GMO's 4Q 2013 Letter, which contains Jeremy Grantham's "Year-End Odds and Ends" and Ben Inker's "Divesting When Discomfited," please click the blue highlighted link.

Crestmont Research Who is Ken Fisher and How Can He Afford All Those Investment Advertisements By Pam Martens: December 7, 2012 Ken Fisher's Ads Are All Over the Internet It seems like a day doesn’t go by that an advertisement from Ken Fisher doesn’t pop up on my laptop when I’m visiting a business news web site. It’s been going on for months. The ads suggest that I’ll be doomed if I don’t read the latest report from Ken Fisher; it’s a “must read” with research and analysis “you can’t find anyplace else.” Yesterday, I decided to check out this fellow and find out how he can afford all these ads. But Fisher is not your average 1 percenter – he wants to help you also become a billionaire by simultaneously touting stocks in his columns and managing your money if you have $500,000 or more to invest. In his latest column, Fisher touts Walmart, saying it continues to “evolve and adapt,” and “It’s also highly efficient and productive despite the fact that it is the globe’s largest non governmental employer. All those Ken Fisher internet ads were curious to me because of the following.

Weblog and Essays It's Time to Ditch the Consumer Price Index (CPI) April 17, 2014 So why does the government maintain such a transparently inaccurate and misleading metric? For three reasons. That the official rate of inflation doesn't reflect reality is obvious to anyone paying college tuition and healthcare out of pocket. The CPI calculates inflation based on the prices of a basket of goods and services that are adjusted by hedonics, i.e. improvements that are not reflected in the price of the goods. The CPI attempts to measure the relative weight of each component: Many argue that these weightings skew the CPI lower, as do hedonic adjustments. Over time, an artificially low CPI/COLA lowers government expenditures (and deficits, provided tax revenues rise at rates above official inflation). Those claiming the weighting is accurate face a blizzard of legitimate questions. In my analysis, the debate over inflation is intrinsically flawed. The geography of inflation doesn't register, either. The solution?

Emerging Market Musings | Shining a light on emerging (and submerging) markets

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