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- A Phoenix Report Card: Fears About China Coming Soon
- Cam Hui submits: I have often written about the Phoenix effect. On February 24, I posted that speculators could take a punt on Phoenix because the market was so oversold: While I wouldn’t recommend it, speculators could try to get long a basket of Phoenix stocks for...
- External links 2009-07-14
- Three Reasons for a Chinese Revaluation Now
- Cam Hui submits: Ahead of Obama’s visit to China, the markets have been abuzz with a statement from the People's Bank of China that it will consider “changes in international capital flows and the trends of major currencies”. This is a departure from the broken record mantra of...
- External links 2009-11-13
- Is China the Next Shoe or the Final Capitulation?
- Cam Hui submits: China, with its enormous reserves, had long been regarded by many investors as the last bulwark against the financial conflagration sweeping the globe. Now comes this story indicating that China itself could be a source of deflation: After a recent visit to China, Nobuyuki...
- External links 2008-11-17
- China: From Crony Capitalism to Geopolitical Mercantilism?
- Cam Hui submits: Recently there have been many calls for bondholders and shareholders of troubled financials to bear the brunt of the crisis. As an example, John Hussman recently wrote: Make no mistake - we are selling off our future and the future of our children...
- External links 2009-03-30
Additional Resources
- The Bull and Bear Sides of Gold
- Cam Hui submits: Poor Tim Geithner! When he asserted that China’s Dollar assets are safe, he drew laughter from an audience of Chinese students. As well, an American delegation to the Gulf reportedly drew a blank back in May when it tried to get more petro-dollar investment into...
- External links 2009-06-04
- Are Analysts Being Fooled By The Data?
- Cam Hui submits: The Baltic Dry Index has been falling for the past three months, and has been in free fall for the last month. I had originally interpreted that as slackening world demand, particularly by China, indicating a worldwide economic slowdown. Now a report from Naked Capitalism...
- External links 2008-10-13
- Getting More Constructive on Crude Oil
- Cam Hui submits: In retrospect, it was easy to call the top in oil. When cartoons like this appeared it was clear that high oil prices had penetrated the public consciousness – a contrarian sell signal.Now that the oil price has descended about $30 from its peak and...
- External links 2008-08-08
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