China Update
On September 28, we wrote a post suggesting the monetary and fiscal stimulus would be a shot in the arm for the price of Chinese stocks. This article is for…
China: The Equity Dragon Awakens
Every day we hear something about the trade dustup between China and the United States. Those that are on the side of "Free Trade" say the United States has started…
Is the Chinese Economy the Problem?
To our way of thinking, the Q4-2018 share price selloff in the US equity market really came out of nowhere. The economy is growing at a circa 3% rate, job growth…
It was a Macro Monday, But No Black Swan
Yesterday, the equity markets took the bulls out to the woodshed. Investors seem to be concerned about the Presidents recent moves in the very public negotiations for international trade. The…
Chinese Stocks Had a Mini-Bubble & Crash in 2014 & 2015: Now What?
The Chinese stock market has been in a bull market since the beginning of the 1990s. The share price behavior as measured by the Shanghai Stock Exchange Composite Index has…