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Is China more expensive than Boston?
An informal study picked up in this Wall Street Journal blog shows that a number of basic items in East China (Hangzhou, Zhejiang Province) are actually more expensive than the same items found in...
View ArticleA Shiny Example
SLV has had a nice run since breaking north of $30 in the middle of February. That is not news but a checkable fact. For those investors who noticed that SLV was at the top of their rankings since July...
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Extreme Money Flows
My buy order for EWJ was ignored on Tuesday morning. It wasn’t a large order. I was just putting it in to see if I could pick up the ETF on the cheap. Unfortunately, I got a bit too clever on the...
View ArticlePresidential Cycles and Australia
This week, there will be no newsletter as we are on the road in Australia. What does Australia and year three of the US Presidential cycle have to do with each other? Usually, there would not be much...
View ArticleBuying Europe?
When FEZ came into the top 3 in my Seeking Alpha portfolio at the end of last week, I have to admit that I felt a little leery. After all, “the market” as defined by the mainstream financial press was...
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Chinese Numbers
The market took great comfort in the 4Q GDP number (+8.9%) published an efficient 17 days after the end of the quarter (perhaps the BEA could pick up a few pointers). With a small improvement over the...
View ArticleThe Meaning of 7.5% Growth
China recently announced that the target for economic growth has been lowered from 8% to 7.5%. For most countries, this would hardly rate more than a line or two buried deep in the middle of the paper....
View ArticleHow long will “January Effect” last?
Now that the politicians on both sides of the aisle have decided to take a bit more of the private economy in taxes and keep piling up debts for future generations, it is time for markets to return to...
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China: Taking the Temperature
Continuing on from last week’s topic, we look East for signs of a stronger or weaker January effect for riskier assets. Washington Beltway antics have not gone away (eg. the new Treasury Secretary’s...
View ArticleReaching Along the Risk Curve
As we break for the MLK holiday, it is a good time to look at where “January Effect” has taken us. In the case of individual stocks, there have been some good performances but the core US indices have...
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