China

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Emerging Markets to Rebound?

Emerging market equities have been under-performing since May 2011 and have essentially gone sideways since late 2009…

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China, US & Inflation

In light of today’s positive economic data out of China, I thought I would reproduce a segment from NFTRH 255 (9.8.13) that speculated upon the possibility of a new up cycle in inflation expectations based in large part on China and its credit growth cycle (on which central planners have announced a planned clampdown).  China … Continue reading

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TWIM 1c: Dave Skarica on Equities

Dave Skarica of AddictedtoProfits discuss global equity markets and his views on the S&P 500, gold stocks, Chinese stocks and  high-yielding stocks. You can also find Dave’s latest article Here.

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