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- China Economic Growth: Worse Than Expected
- FinancialSpiltMilk submits: I wrote last week that if China is not seeing its targeted 8% growth, it is effectively in a recession. I did not explain it appropriately, so I got some less than positive comments. Well, as I understand it, the migration of workers from unsustainable rural farming...
- External links 2009-01-23
- Differences in Calculating GDP Have Pros and Cons
- FinancialSpiltMilk submits: I wrote a post recently on how the fourth quarter GDP growth rate in China, at 6.8%, could be misleading as it is based on a different way of computing GDP than used here in the U.S. Nouriel Roubini noted that computing it our way results in...
- External links 2009-01-25
- Why the Mixed Signals on China's Economy?
- FinancialSpiltMilk submits: Folks at BlackRock and Barclays tend to think China is a good place to put your money. They note the GDP growth rate of 6.8% in the fourth quarter and expected government stimulus that will lead to a growth rate of 8% in 2009. Moreover, the Shanghai...
- External links 2009-02-02
- China Cooks Its Books? I'm Shocked!
- FinancialSpiltMilk submits: I find that when I post on China I get a wide variety of comments on how good or bad things are there. Some seem to be from people who are there and most seem to be from people who know the situation better than me. Yet...
- External links 2009-02-03
- China's Economy Is Struggling, Too
- FinancialSpiltMilk submits: I guess it is no news that the entire globe is struggling. China, I believe, will soon, if not already, hurt more than most. They were a big supplier of a world economy that is now on the ropes. And now the signs of stress are on...
- External links 2009-02-24
- Chinese Banks Are on the Edge
- FinancialSpiltMilk submits: My daughter and son are from China, so I am not one to throw dirt there readily. I am not going to hold off if I see problems but I am not a China basher. Let me begin by noting a bit from the two...
- External links 2009-06-29
Additional Resources
- Fortune Brands, Inc. Q2 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Our first question comes from Alexander Paris - Barrington Research. Alexander Paris - Barrington Research Just to get a feel on the international business. You already said I think that spirits is 50% and golf is 40%. Home is still fairly small?...
- Earnings calls 2008-07-25
- Get Used to the Negative News
- FinancialSpiltMilk submits: It is almost comical that the headlines on Thursday were virtually the opposite of Wednesday. I wish I had copied and pasted the Bloomberg headlines Wednesday when the markets were up, but here they are right now: Asian Stocks Slump...
- External links 2009-07-04
- Will the Obama Plan Work?
- FinancialSpiltMilk submits: While I have noted that I like the Obama Plan (or used to, see below) and have explained why, I nonetheless have also noted that I don't think it will work - at least not as expected. Principally, I don't think the government going into debt to...
- External links 2009-01-06
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