Monthly Archives: August 2012

Yes, China is Truly ‘Different’

China is truly “different”. It seems in the rush to build infrastructure to pad the wallets of corrupt officials there may have been some corners cuts. Three minute podcast on this subject. Mentioned in podcast: China’s Super-wealthy Leaving Country and Prof. Chan’s comments on high speed rail. source of these photos: August 24, 2012 June 20, 2012 April 23, 2012 August 19, 2010 July 19, 2011   July 17, 2011 December 26, 2010 August 19, 2010

Lee Adler’s Fed Cash to Primary Dealers Indicator

Lee Adler uses a Fed cash indicator which he defines in the Q&A below.  To me in eyeballing it, markets show a positive effect from this priming when stock values and assets were very cheap such as 2009 and near fair value in 2010.  I don’t see this Fed cash as having much effect when […]

Kick-the-Can Game Coming to an End for Municipalities and States.

There are times when the market gives the impression it is fading into nothingness. Volume becomes very low, trading ranges become very small, volatility becomes very low. Also, there is very little change in market levels, and day-to-day fluctuations …