As a former U.S. manufacturer (for nearly 3 decades), I can confirm Hua Bin's China thesis Insofar as Trump, Kirk and others may blame China for the destruction of the…
They are making nice-nice. The US and China, with a side order of Europe. The stock market mini-crash came at the hands of the tariff/trade war and of course the…
China tariffs imposed by the US have not dented the potential trend change in China large caps (FXI) vs. US large caps (SPY) It's interesting, is all. The news cycle…
As floor space erodes, the copper price remains aloft A look at one data set from my new premium subscription to macro geek fest, MacroMicro. I've just begun looking into…
A look at the daily and weekly chart situations for gold relative to cyclical and risk 'on' asset markets The daily chart shows that gold is still constructive to break…
Chinese stocks are making a move, BABA stock bumps above the SMA 50 The trends are down, but I added BABA at 82.50 just prior to earnings on a pure…
Weibo stock rises while other Chinese stocks sink As word of crackdowns (from both China's central planners and the US) on large Chinese companies intensifies and FXI drops... ...one stock…
China's Politburo is not sitting idly by while Trump pushes them around. From the Nikkei Asian Review... Why China's 'dual circulation' plan is bad news for everyone else Rebalancing in…
Dow futures rise as China pledges to stimulate coronavirus-hit businesses China is again taking economic action as the market awaits the Fed Minutes this afternoon. The market has been mostly…
The Unstoppable Force Right now, the Coronavirus is not to be taken lightly. From initial coverup to its "relentless march outward", it has been a thus far unstoppable force. As…
One week it is Trump tweeting, another it is India reflating, another it is the Fed talking about permissiveness on inflation, another it's China stimulating... and so on. This time…
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…
Happy now? Well congratulations, if the reports are true Trump is now trying to take over free market forces with protectionism going steroidal. I hold BABA and so I am…
This is one of the most thoughtful, intense (in a mellow sort of way) and clear thinking experts out there. Though I've used him as a contrary indicator on rare…