The great geopolitical analyst and theorist Robert Kagan wrote a long article on Chinese ambitions for the WSJ’s Review section this past weekend: “Challenging The US Is A Historic Mistake” [SUBCRIPTION REQUIRED]. I highly recommend it for laymen like myself…
A lot happened this week and it was almost all bearish in my opinion. The week started (Monday) and ended (Friday) with concerns about the collapse of behemoth Chinese property conglomerate Evergrande. US markets don’t seem much concerned about it…
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George Floyd died at a moment of extreme dysfunction in American political life. Relations are so poisonous and so polarized between the parties that we are not seeing the kind of bipartisan meetings on Capitol Hill that typically occur at…
Sent to Client Note List members Wednesday 3/18/20 at 8:35pm PST: 14 months ago (Jan 2019) in my Client Note “The Everything Bubble And The Second Great Depression” (https://www.topgunfp.com/the-everything-bubble-and-the-second-great-depression/), I laid out my case for what I saw as an…
The importance of Apple to the foundation of the everything bubble cannot be overstated – Kevin Duffy, Co-Founder, Bearing Asset Management The last few months have witnessed the return of volatility. The S&P is down 14% from its all time…
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
We relied too much on the U.S. market. …… China’s ability to consume has now reached a fairly high level. It’s at a turning point. – Tom Tseng, General Manager of bicycle manufacturer Tandem Industries, whose U.S. sales have fallen…