By Russ Winter “If the situation does not improve, we’ll definitely want to quit (production). The sun is setting on the Christmas product industry (in China) right now.” — Owner of arts and craft factory in ShantouHere is...
Read MoreBy Dian L. Chu I came across an interesting editorial at Houston Chronicle dated Feb. 26 written by Yale Graduates Energy Study Group discussing energy security and independence. In the article, the authors propose a federal...
Read MoreBy Dian L. Chu Crude oil market has been on a wild roller coaster ride ever since riots started escalating in Egypt and Libya. The latest Libyan supply disruptions sent WTI futures surging above $103 a barrel in New York on...
Read MoreBy Dian L. Chu Over the past year, orange juice futures have roughly doubled, and could rise some more as the US Department of Agriculture (USDA) in February cut its forecast for the US orange crop following a series of winter...
Read MoreBy Hedge Fund Live The spreadsheet below gives you the up-to-date internals for the top take out names identified by Morningstar. Before getting to the spreadsheet let me tell you what these companies do and what the rumor mill...
Read MoreBy Dian L. Chu Risk analysis firm Maplecroft just released its new fiscal risk index ranking of 163 countries. Europe trumps all other regions with 11 out of twelve courtiers rated as “extreme risk.” However, quite...
Read MoreBy Dian L. Chu, EconForecat On Wednesday, Feb. 16 Israel said Iran is sending two warships into the Suez Canal on way to Syria, and that the action is considered a “provocation.” Due to the long history of bad blood between...
Read MoreBy Bill WilloughbyThere’s a memorable part in the 1970s movie Monty Python & the Holy Grail where King Arthur argues with a guard on a castle wall about whether a swallow could have carried a coconut to England, the punch...
Read MoreBy Dian L. Chu, EconForecast On Tuesday Feb. 15, China reported its consumer prices (CPI) rose 4.9% year-over-year (yoy) in January, which came in less than expected. Economists were expecting 5.4% inflation, based on a...
Read MoreBy Russ Winter At long last the mainstream media and Chinese advisories are picking up on the China export bust story that I have warned about for months. The New York Times ran this economic story of the decade last week, while...
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