After having the opportunity to visit a rural farming community in China it made me realize many things about China's impressive growth. It is not an efficient growth, but an inefficient one. We see skyscrapers and massive Olympic structures being constructed every month but this is only a small...

What concerns me and why I am ultra bearish with bull jacket is that there is a disconnect.  Disconnects is when you see one thing, and experience another. Let me illustrate some disconnects: Paulson and strong dollar: Paulson made the following comment. > "The dollar has been the world's reserve...

Over the course of this month I will be posting a series of articles on the Chinese economy. Just so you all know, I have been studying here at Beida for the semester or as foreigners call it Beijing (Peking) University and have come across some interesting realizations about China and their...

China’s market is getting harder and harder to understand; if they are in a bubble and how long it will last, or if there will be a correction and when, is a major topic with the coming Olympics. So I thought I would move the topic to another area. While there have been huge amounts of FDI in Asian...

This two-part series by Bryant Urstadt is some of the best investing writing I've ever read. Bryant gives a run down of exactly what-the-f happened this Summer 2007. After reading these two pieces, "it all makes sense, man". Part 1: The Blow Up Teaser: > On Wednesday, August 8, not long after the...

As we all saw on Wednesday, the Federal Reserve made equal 25 basis point cuts to the Federal Funds Rate and the Discount Rate. While we are happy that core inflation is not going to be a large problem with this rate cut, and that we are easing rates in a growing economy where we just saw the U.S....

1. We have a new author! His name is Alex, and he's already published a great article on alternative energy that is getting some attention in the comments. View the great discussion over there. 2. People are signing up for the mailing list. Good. I still have no idea what we'll do with it. In the...

With oil prices hitting $92 a barrel and could possibly go higher, corn and soy ethanol are sounding pretty cheap and are beginning to be a real alternative, not just something we talk about. E85 can even be found for under $2.00 a gallon in cities scattered across the United States, where gasoline...

You may notice a new widget in the right sidebar. There's a little form for you to join our mailing list. Do it now, and then I'll tell you why. What do we mail out over our mailing list? Nothing yet. We're still figuring it out, but it will likely have to do with updates on what's going on with...

Marc Faber was on CNBC yesterday. You might not know him, but as I live in Switzerland he is the Warren Buffett of Switzerland. What I like about Marc is that he is both a speculator, investor and very much a realist. Yesterday he said the real problem was the financial industry that is in a...