The cycle of cheap energy, a strong dollar, and weak global demand (including a weak China), first described in “Crude Analysis of Crude: I Enter […]
Year: 2015
Cycle of Weak Global Demand: Chinese Export Number Misses Big!
China Trade Balance (Mar), which came at CNY 18.8 bln vs exp CNY 250.0 bln, with exports -14.6% y/y (in yuan terms), while imports were […]
Don’t Be So “Pretendtious”!; Pondering the State of the Union
We can pretend that what has not had the greatest effect on the economy during the Obama years is ZIRP or zero interest rate policy. We […]
Caveat Emptor: Review of Dylan Ratigan’s Rage and the Healthcare Sector Bailout
If only we all had enough money to pour into healthcare stocks to reap the greatest windfall from the Affordable Healthcare Act! A View of the Healthcare […]
Freeing the Sports World of Steroids, Silencing Donald Sterling, Stopping Global Warming and more…
When the division of labour has been once thoroughly established, it is but a very small part of a man’s wants which the produce of […]
“If” by Rudyard Kipling – For a Trader to Live By
If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when […]