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Australia?s RBA to Cut Rates on Domestic Weakness ? Ray Dalio
2012-05-21 00:00:00
Bridgewater Associates, is the world’s largest hedge fund with over $125 billion. The firm is run by CEO Ray Dalio, who shared a lot of previously unknown insights, in the upcoming book The Alpha Masters… by Maneet Ahuja. The major Related posts: Interview with Ray Dalio on Every Topic Ray Dalio on the Upcoming Deleveraging Process Ray Dalio on The Economic Machine: An Analysis Ray Dalio on Bridgewater’s Culture Ray Dalio: How the Economic Machine Works and How it is Reflected Now
Glenrock Global Partners Down 4.6% in April
2012-05-20 20:31:00
…   Michael Katz runs a relatively unkown hedge fund, Glenrock Global Partners, which has a spectacular long term record. The fund has returned 12.2% since inception in January 2000, versus 5% for the MSCI world index. The hedge fund is Related posts: Passport Global Fund Down 18% for 2011 Kyle Bass’ Japan Macro Fund Down 29% for April Balestra Capital Partners up 1% Year to Date Whitney Tilson’s T2 Partners Up Whopping 10.6% in March Argonaut Global Macro Fund Down Slightly YTD: PM Wary of Europe
China Fires Back on Solar Panel Tariffs
2012-05-18 18:39:00
… On Thursday, the Commerce Department imposed tariffs on Chinese solar panel imports, spurring the latest chapter in trade disputes between the U.S. and China as well as accusations of protectionism by Beijing. With the tariffs set at 30 percent-plus targeted Related posts: U.S. Commerce Department Imposes Chinese Solar Panel Tariffs Jim Chanos “China is on a bigger and faster treadmill to Hell”, Burton Malkiel Fires Back Obama Panel to Watch China Trade Solyndra Solar Failed By Poor Cost Structure, Not China Solar Breakthrough: Cheap Quantum Dot Solar Paint
Rivers run deep, high, and wild
2012-05-16 20:54:00
Last week I read Matt Edgeworth?s book on the archaeology of rivers. It is a short book but it contains plenty of interesting examples for my own study on water as an archaeological object. I will describe three of these examples. For Edgeworth ?most rivers are neither natural nor cultural, but rather entanglements of both? ...
Marc Lasry Buying Euro Debt (Rare Video Interview)
2012-05-09 17:33:00
… Marc Lasry, Chairman and Founder of Avenue Capital, tells Bloomberg’s Stephanie Ruhle that even with all the attention on China, investors should still focus on opportunities in the world’s largest economy, the United States co-founder of Avenue Capital Group LLC, Related posts: David Einhorn and Marc Lasry Purchase Eastman Kodak Debt Value Walk Exclusive: Bruce Richards and Marc Lasry: Germany WILL Bailout Europe Must See Rare Interview with Kyle Bass on The Euro-Crisis and Japan Rare Video Interview with Irving Kahn Transcript of RARE Video Interview with Seth Klarmanon His Mentor, Book, Graham, Buffett, Investment Philosophy, Europe, Israel and More
Argonaut: Only Matter of Time Until Spain is Bailed Out
2012-04-30 05:27:00
… Argonaut Capital Management is a hedge fund manager based in New York that offers investment vehicles using global macro and long/short equity investing strategies. Argonaut was founded in August 1993 by David Gerstenhaber, the firm?s President and Portfolio Manager. It
Hugh Hendry Full Eclectica Letter on China?s Impending Collapse
2012-04-30 05:15:00
… We earlier posted some excerpts from Hugh Hendry on China, we usually are hesitant to post hedge fund letters in full. However we see that one of our large colleagues did so below is the full letter on China, Japan
Hugh Hendry ?China Spent 2x US on Relative Basis on Property Bubble?
2012-04-30 00:04:00
Hugh Hendry ? partner, CIO of  Eclectica Asset Management… . Hugh is the principal portfolio manager and leads both the investment thinking and the research team. He has 18 years’ industry experience with Baillie Gifford, CSAM and Odey Asset Management. Related posts:A Keynote Dialogue Between Hugh Hendry and Steven DrobnyThe Price of China?s Property BoomHuge Year For Hugh Hendry’s Anti-China FundChina and Social Media Today vs. Japan bubble in 80sChart…China: The Biggest Bubble Ever?Jim Chanos: Property Market in China Has Entered RecessionJim Chanos on Charlie Rose Talks About China Real Estate BubblePivot Capital: China is the Biggest Bubble in HistoryGMO: Something’s Fishy in ChinaForbes: Opportunities In China Real Estate
Rivers run deep, high, and wild
2012-04-25 08:21:00
Last week I read Matt Edgeworth?s book on the archaeology of rivers. It is a short book but it contains plenty of interesting examples for my own study on water as an archaeological object. I will describe three of these examples. For Edgeworth ?most rivers are neither natural nor cultural, but rather entanglements of both? ...
BMW to Increase China Production to 200k Vehicles a Year
2012-04-24 23:00:00
… With moderate growth expected in China?s premium-car segment, it hasn’t deterred some of the large automakers from increasing their production in the country. On Monday, Ian Robertson, a member of BMW AG, officially called Bayerische Motoren Werke AG (FRA:BMW) (BIT:BMW)  Related posts: ALCOA CEO SAYS CHINA MAY NOT SLOW ALUMINUM PRODUCTION GM Announces China Expansion: Cadillacs to Hit Beijing Streets China to Embrace Fracking In an Effort to Ramp up Energy Production Huge Year For Hugh Hendry’s Anti-China Fund China Is The First Country To Have 1 Billion Mobile Phone Users China Cracks Down On Unsafe Medicines China Posts the Largest Trade Deficit in a Decade Molson Coors (TAP) Turns to Unique Flavors to Increase Profitability UPDATED-Jim Chanos: Dont Expect China to Bailout the World, China Needs a Bailout! China fuels world GDP growth [REPORT]
GM Announces China Expansion: Cadillacs to Hit Beijing Streets
2012-04-23 19:10:00
On Monday, General Motors Company’s (NYSE:GM…) CEO Dan Akerson said that the company will expand its China dealership network by about 600 this year and almost double its production capacity amid slowing sales growth. At the Beijing auto Related posts: China?s Manufacturing Sector Shows Marginal Expansion in January ALCOA CEO SAYS CHINA MAY NOT SLOW ALUMINUM PRODUCTION China Is The First Country To Have 1 Billion Mobile Phone Users China Cracks Down On Unsafe Medicines China To Become World’s Number One Importer By 2014 Market News: Obama Announces Home Refinancing Plan UPDATED-Jim Chanos: Dont Expect China to Bailout the World, China Needs a Bailout! China Posts the Largest Trade Deficit in a Decade 2018: China to Overtake USA in GDP? You Decide Japan Racing China To Become Top Foreign Holder of US Debt
Brevan Howard: Nonfarm Payrolls Should Come in at 185k in Future
2012-04-20 19:46:00
BREVAN HOWARD  is one of the largest alternative investment firms in the world. Based out of the UK, the firm manages several different hedge funds. Last year, the flagship fund, Brevan Howard Master Fund returned 12.12%, as we reported… previously. Related posts: Brevan Howard Master Fund Flat for Year, After 12% Return for 2011 Alan Howard, CEO of Brevan Howard Is Building Largest House in Israel Brevan Howard Proves Master of Hedge Funds With Four in Top 100 Exclusive: Brevan Howard Returns 12.12% in 2011 Brevan Howard: The Risky Gets Riskier Alan Howard Resource Page Added to ValueWalk Chesapeake (CHK) Believes Natural Gas Is The Future Man Group – Bearish on World Economy, ‘Greece in a Great Depression’ Howard Marks: Down to the Wire Howard Marks: The Most Important Things in the Current Market
Oil Price Premium Due to Speculation
2012-04-20 17:25:00
… Banks and financial firms, which deal with oil or have invested in oil, are slowly moving their funds from the oil sector. According to the opinions of analysts, this move takes place because the price of oil will fall again. Related posts: Oil Price Stock, to Cause Another Global Recession? Why Subsidize Speculation in Commodities? Speculation Does Not Explain High Oil and Gasoline Prices? Please!! We’ve hit “peak oil”; now comes permanent price volatility PREMIUM: Short Update on First Write-up Valuation-Informed Indexing:The Curious Case of the Market Price That Is Not the True Market Price India Embraces Solar Power, Says Price Will Equal Thermal Power in Five Years Californians Brace for 2008 Gas Prices The Stock Market Does Not Reflect the Global Economy Composite Leading Indicator For The OECD
Investing in Distressed Debt Using Capitalist Mindset
2012-04-19 21:00:00
… IN THIS EDITION WHY BANKRUPTCY IS THE NEW BLACK OK, OK, I?m not exactly one to write about fashion, but fashion is about trends, and investment analysis is frequently about identifying trends early, if possible even before they properly begin, Related posts: Rent to Own showing a ?buy high sell low? mindset among Americans Japan Racing China To Become Top Foreign Holder of US Debt Jim Grant ‘Federal Reserve ‘Manipulation’ Is ‘Anti-Capitalist’ The Magically Circular World of Neil Shen, Venture Capitalist ECB Facilities To Distressed Banks Four Recent TV Appearances: Wilbur Ross Discusses US Debt Downgrade, Investing in Ireland, and QEIII Student Loan Debt To Reach $1.4 Trillion by 2020- Federal Reserve Study Lecture 4: An Investor Discusses a Distressed Technology Company Lecture #4: An Investor Discusses a Distressed Technology Company Distressed Non-Agency RMBSs; Great Area to Find Value
Wednesday Morning Global Market, Company, and Economic News
2012-04-18 15:20:00
Every morning ValueWalk puts out a news report with the latest news in global stock markets, company news, and global economic news. Morning Market Update   Market Levels   US: … Dow Futures: 13004.00 (-0.15%), S&P 500 Futures: 1379.50 (-0.30%), NASDAQ Futures: 2707.75 Related posts: Tuesday Morning Market, Company, and Economic News Monday’s Morning Market, Company and Economic News – Retail Sales Monday Post Market Economic, Company, and Hedge Fund News – Growth slows in NY Morning Market and Economic News ValueWalk Morning Worldwide Company News Morning Worldwide Company News Post Market Hedge Fund, Company, Market and Business News Tuesday Post Market Financial, Hedge Fund and Company News Wednesday Morning Pre-Market News Wednesday Morning Pre-Market News
IBM Earns $2.78 Share in Q1, Boosts Forecast
2012-04-17 22:14:00
… International Business Machines Corp. (NYSE:IBM) reported its earnings for the quarter ending in January today. The company earned $2.78 in the first quarter and managed to take in in revenues of $24.67 billion in the period. Analysts had expected the Related posts: JPMorgan (JPM) Earns Better Than Expected $1.31 Per Share Citigroup (C) Earns $0.95Per Share In Q1 2012 Apple’s (AAPL) iPad Release Sends Stock Soaring Near $600 A Share Alcoa Inc Blowout Earnings Of $0.10 Vs -$0.03 Forecast VeriFone Systems Inc (PAY) Q4 Earnings of $0.58 a Share Wells Fargo (WFC) Reports Earnings Of $0.75 Per Share Apple’s Q2 Forecast Maintains $910 Price Target Johnson & Johnson Earns $1.41 in Q1 Beating Analyst Estimates Warren Buffett Boosts Stake in Tesco Apple Inc. will Spend $45 Billion on Dividend and Share Buyback
Japan Racing China To Become Top Foreign Holder of US Debt
2012-04-16 18:53:00
  … Japan is once again closing the gap between it and China as the world’s largest holder of US debt. Japan has increased its holdings up to $1.096 trillion this week moving closer to China’s holdings of $1.179 trillion.  Despite Related posts: Debt Crisis 2012: Forget Europe, Check Out Japan Japan Sales Tax Increase Could Hurt The Fragile Economy Insight: Japan slowly wakes up to doomsday debt risk Bank of Japan to Pump in Extra $130 Billion to Buy L/T JGBs China, Germany, and Japan and the Exhaustion of Debtor Countries China Shifts Foreign Investment Focus VoxEu: Public debt in the Eurozone, Japan, and the US The Issue of Foreign Direct Investment in the US Japan Bows To U.S. Pressure Pollution in China Can Clearly Be Seen From Space
China Cracks Down On Unsafe Medicines
2012-04-16 18:45:00
Chinese officials are saying that they will be cracking down on drug makers that are allegedly making unsafe medicine capsules that were made from industrial gelatin, a very dangerous substance. The government has said they will be investigating 43 capsule … Related posts: UPDATED-Jim Chanos: Dont Expect China to Bailout the World, China Needs a Bailout! China Posts the Largest Trade Deficit in a Decade ALCOA CEO SAYS CHINA MAY NOT SLOW ALUMINUM PRODUCTION China Hints at Breaking Up Large Banks Apple vs. Proview: China Could Ban iPad Jim Chanos ‘China Won’t bailout Europe’ China has no Intention to ?Buy Europe? Canada Thumbs Nose at US, Starts Free Trade Takes with China Jim O’Neill “China growth far from hard landing”, “China creates the equivalent of another new Greek economy every four months” China?s Manufacturing Sector Shows Marginal Expansion in January
Jim Chanos Chinese Banks ?Great Shorts?
2012-04-12 15:10:00
  … With growth slowing, particularly in the real estate sector, Chinese banks have been a great place to bet against, hedge fund titan Jim Chanos told CNBC. Some quotes: “If you looked at the performance of the banks over the Related posts: GameStop Future Seen in Private Equity: Jim Chanos and Other Shorts Disagree Jim Chanos on The Coming Collapse of The Chinese Real Estate Market Jim Chanos Lengthy Interview: Chinese Real Estate is a bubble, not short India Jim Chanos: Situation in China is Deteriorating Rapidly Jim Chanos “China is on a bigger and faster treadmill to Hell”, Burton Malkiel Fires Back
ALCOA CEO SAYS CHINA MAY NOT SLOW ALUMINUM PRODUCTION
2012-04-12 00:31:00
Yesterday, Alcoa kicked off the earnings season, with numbers which shocked the street. Analysts had expected a small loss…, but Alcoa announced solid earnings. Revenue came in at over $6 billion, stunning the street. The key question was Chinese Related posts: China to Embrace Fracking In an Effort to Ramp up Energy Production Alcoa Inc Blowout Earnings Of $0.10 Vs -$0.03 Forecast A Debt Market?s Slow Recovery Is Burdened by New Regulation Slow Relief at the Pump As Gasoline Decouples From Crude Oil Canada Thumbs Nose at US, Starts Free Trade Takes with China
China?s Offshore Copper Yuan Carry Trade
2012-04-09 03:13:00
… Copper fell more than 3% on Wednesday, April 4, its most in nearly two months after the latest meeting minutes from the U.S. Federal Reserve meeting showed policymakers seem not quite ready to launch further economic stimulus.  The red metal Related posts: Shanghai To Become Global Yuan Hub by 2015 Copper Traders Bullish on Hedge Fund Support Is The Yuan OVERVALUED? Jim Chanos Thinks So Red Kite Evangelicals Reap 47% Sowing Bet on China Copper Market Lack of Power Lines Prevents New Offshore Wind Farms in German
Chinese Teen Trades Kidney For $3170 To Get An iPhone, 5 Charged
2012-04-06 23:10:00
… A Chinese news agency reported on Friday that a clan of five culprits in Southern region of China have been charged with intentional injury in the case of a 17-year-old Chinese boy who sold his kidney to buy two famous Related posts: Apple’s iPhone And iPad Hit Record Sales In Last Quarter [CHART] iPhone 5 Or The New iPhone – What Is Apple Prepping For Us? Apple’s Next iPhone: What Are The Specs? iPhone 5 To Come Out With Gorilla Glass And Wireless Charging iPhone 5 With Retina Display Rumored To Release In Q2
Same, same
2012-04-06 03:51:00
English summary: I just came back from a vacation in Hainan, “China’s Hawaii”. Didn’t do much except enjoying the beautiful beaches and watching people. And while seeing moms chasing after their kids with sunscreen, grandparents trying to get the little ones to eat more fruit and dads gently splashing water on their babies’ little feet, ...
James Grant Says Bond Market Is `Desert of Value?
2012-03-13 20:11:00
James Grant, publisher of Grant’s Interest Rate Observer, talks about Federal Reserve monetary policy, the bond market and investment strategy. Grant, speaking with Deirdre Bolton on Bloomberg Television’s “Money Moves,” also discusses the Chinese economy. (Source: Bloomberg) H/T: Value investing …
Samsung Beating Apple in China Battle
2012-03-12 15:00:00
Apple Inc. (NASDAQ:AAPL)… faces a challenge in China as sales of its iPhone have been sorely outpaced by Samsung it’s major hardware competitor. The news comes just as Apple announced a second business partner in selling its phones in China.
Smartphone Apps Sending Your Personal Data To China And Israel
2012-03-10 01:38:00
… If you have a smartphone then you are familiar with getting new apps for it. Every time you install a new game or app you are asked for permissions. Do you read about the ‘access details’ the new app or
China Now Has Higher GDP Than America: Study
2012-03-08 16:53:00
  … Does China already have the world?s largest economy? Most economists think not, and there?s a widespread guessing game as to when it will. ?Sometime in the next decade? is a common answer, depending on how fast the United States
China Is The First Country To Have 1 Billion Mobile Phone Users
2012-03-04 10:25:00
… Economic Experts give examples of economic growth in China, some say China has the best army, we hear a lot of things about China in every day news, but today there is something unique and new about China. According to
Foxconn Auditor Finds ?Tons of Issues?, ?Some very significant announcement
2012-02-20 00:41:00
…The Fair Labor Association, a watchdog monitoring working conditions at makers of Apple Inc. products, has uncovered ?tons of issues? that need to be addressed at a Foxconn Technology Group plant in Shenzhen, China, FLA Chief Executive Officer Auret van
Apple vs. Proview: China Could Ban iPad
2012-02-17 00:18:00
Transcript:… Made in China. But not readily available on store shelves. That could be the case — for iPads soon. With global anticipation already building for the iPad 3, Apple has to overcome a major roadblock first: A small Chinese
China?s FDI and Trade Outlook Horrible Says Commerce Spokesperson
2012-02-16 12:42:00
Foreign direct investment from Europe fell 42.49 percent from a year earlier to $452 million in January, figures showed. However US investment rose 29.05 percent to $342 million, which according to analysts is largely due to the investments made by…
Hank Paulson: Candidates Playing Politics with China Trade War
2012-02-15 18:09:00
…Former Treasury Secretary Henry Paulson discusses the harsh rhetoric from political candidates on China’s trading behavior and says that during a political season heavy criticism on China plays well. Paulson adds, while there is a lot of work that needs
Hank Paulson: Europe Facing Lost Decade
2012-02-15 16:00:00
The structural issues around the EU are very difficult issues, says Former Treasury Secretary Henry Paulson. The important thing is to construct a big enough firewall so that we stabilize the banks and make sure they do not have a…
Canada Tries to Woo China Over Alberta Oil Sands
2012-02-14 17:08:00
… Canadian Conservative Prime Minister Stephen Harper is in the midst of an official visit to China. His mission? To convince Beijing’s mandarins to buy Canada’s Alberta oil sands hydrocarbon production, now that Republican Congressional overreach has effectively sidelined the Keystone
Morgan Stanley?s Stephen Roach On Chinese-American Relations
2012-02-11 08:06:00
…Bloomberg TV’s Trish Regan spoke to Stephen Roach, non-executive chairman of Morgan Stanley Asia, ahead of soon-to-be Chinese President Xi Jinping’s visit to the U.S. next week. Roach said that he hoped U.S. political leaders would turn the visit “into
Canada Thumbs Nose at US, Starts Free Trade Takes with China
2012-02-09 20:54:00
… Canada and China are stepping up talks to begin a new free trade relationship between the two countries.  The two countries are currently undergoing a joint economic study that will be concluded in May.  After that point, the two countries
Prem Watsa ?Possibility of Major Blow-up in China?
2012-02-08 19:42:00
…Fairfax began after you had already started Hamblin Watsa Investment Counsel. Would you please tell us about how you started Hamblin Watsa? Hamblin Watsa Investment Counsel opened its doors in 1984. After working as an investment analyst and money manager
2012: Pride goeth before destruction, and an haughty spirit before a fall
2012-02-07 22:19:00
As a critic of the 2012 circus, should I add more fuel to it or should I not? I have already suggested that 2012ers should look at 2027 if (or rather when) nothing happens later this year. 2027 is when the Aztec Calendar Round comes to a full circle next time (and the 2027ers can ...
Market News: Obama Announces Home Refinancing Plan
2012-02-01 20:18:00
Mid-Day Market Report Wednesday February 1st, 2012   Market Action   US:  Dow: 12766.60 (1.06%), S&P 500: 1328.11 (1.20%), NASDAQ: 2851.51 (1.34%) Europe: CAC: 3367.46 (2.05%), DAX: 6616.64 (2.38%), FTSE: 5790.72 (1.88%). Asia…:China: 2268.08 (0.00%),Hong Kong: 20333.37 (-0.28%),India: 5235.70 (0.70%),Japan:
China?s Manufacturing Sector Shows Marginal Expansion in January
2012-02-01 13:50:00
… Amid sluggish exports and fears of recession in Europe, Chinese manufacturing showed signs of improvement in January, as new orders rose to a three month high. The official Purchasing Manager?s Index (PMI) stood at 50.5 in January, up from 50.3
China Mobile Crushing Apple in High-End Market
2012-01-31 04:20:00
One of the most significant marketing opportunities in the history of the global economy may be the emerging consumer market in China. According to a report in the SINO Daily… dated January 17, 2012, ?Urbanisation is an irreversible process and
Alexander the Great the RMB and the Euro
2012-01-29 19:24:00
Alexander the Great (356-323 b.C.) is widely and rightfully acclaimed to be a pivot for Western civilization. The military academies thrive on him; but economists have been more reserved: ?What has he done for us ? lately?? The attitude reports…
Africa to Have World?s Largest Population in 2040
2012-01-26 17:55:00
… This is a really interesting chart on the future demographics as the world. As repeatedly stated, demographics is one of the biggest players in economics, despite the lack of media coverage of the topic. China’s population is aging due to
Fraud? Roddy Boyd Article on SkyPeople Fruit Juice
2012-01-23 15:24:00
Kerrisdale Capital Roddy Boyd ofwww.thefinancialinvestigator.com posted an excellent article on SkyPeople Fruit Juice and its legal battle with Absaroka Capital. The article can be found here:   http://www.thefinancialinvestigator.com/?p=607…   Particularly fascinating is the discussion of SkyPeople’s SAIC filings, which
Warren Buffett sings for Chinese New Year [VIDEO]
2012-01-22 23:39:00
…US billionaire Warren Buffett has appeared singing and playing the ukulele on Chinese state television. The billionaire popped up on CCTV and wished the people of China “a happy new year.” The Lunar New Year of the Dragon begins at
China to Aid Saudi Arabia in Nuclear Power Development
2012-01-19 17:05:00
…Ever since the end of World War Two, the U.S. has come to regard Saudi Arabia as almost its exclusive oil producing enclave. In February 1945, after the Yalta Conference with Soviet General Secretary Iosif Stalin and British Prime Minister
Is China Now Number One In Economy?
2012-01-15 14:01:00
…Each year I have done a post discussing the issue of when China will have the world?s largest economy. Lester Thurow says it won?t be until the 22nd century; I say it may have already happened. Just to be clear,
Pollution in China Can Clearly Be Seen From Space
2012-01-14 01:07:00
This is really bad. NASA has published an image of the pollution haze taking all over the North China Plain. Yes, it’s so bad that you can see it taking over thousands of square miles from space. Things were so…
Carson Block may go long on U.S.-listed Chinese stocks
2012-01-13 00:04:00
Carson Block of Muddy Waters Research spoke to Bloomberg Television’s Erik Schatzker about his outlook for China.   Block said that he is “very much looking for U.S.-listed Chinese companies with which we can go long.”  He also said that…
2012: Pride goeth before destruction, and an haughty spirit before a fall
2012-01-12 13:49:00
As a critic of the 2012 circus, should I add more fuel to it or should I not? I have already suggested that 2012ers should look at 2027 if (or rather when) nothing happens later this year. 2027 is when the Aztec Calendar Round comes to a full circle next time (and the 2027ers can ...
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