According to Callum Thomas… Trump has helped make China A-share valuations great again (cheap again). Back on January 23rd I posted publicly a couple of
Tag: china
There is a Case Against China, But…
As the Macro Tourist lays out so well, things are not at all good in China’s economy and not likely to get better as the
A Tweet, a Jawbone, a Policy Notice or… ?
There is way too much going on out there for a blogger to try to summarize without sounding like a goddamn sports announcing play-by-play caller.
Macro Tourist on US/China
I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because
A Bull in a China Shop
Following is the opening segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a
A Little Advice Amid the Turmoil
Let the stock market’s technicals be your guide amid the volatility. Don’t let the media rattle you as this lunatic with a fetish for the
“Trade War”
It has in the past been “the financial crisis”, “the Euro crisis”, “Greek debt”, “Italian banks”, “the fiscal cliff”, “Brexit” and so on. Every one
NFTRH+; China Short Setup
A very simple update. As I was planning to cover some US market shorts (cover SPY and sell the SPXS bear fund) I also looked
Market Update (A-B-C)
China is again in the news as its Caixin manufacturing index hits its lowest reading in 6 years. Dutifully, world markets decline by around 2%
Multi-Market Update
Add the US dollar to the list of items that are in question and on the move. The green circles show the higher highs and
‘China 25’ Bounce
Also from yesterday’s pre-market update (incl. 1st chart below)… We noted 42 to 43 as the initial support per Tuesday’s NFTRH+ update on FXI. “FXI
Hype Down, Hype Up: DJIA
I currently own 3 components of the venerable Dow 30 index, so today is fine. But the markets were driven down on China hype on
Market Notes
Stock Markets Interesting developments in the markets this morning. Apparently momentum-fueled markets are getting knocked down by some hype from China pertaining to authorities allowing
China in Pictures
China, in a few pictures (courtesy of TradingEconomics.com): China GDP Annual Growth (through 2014)… China GDP Annual Growth trend projection… China Producer Prices… China Interest