Everything You Ever Wanted To Know About The Coming China Collapse...
We've all heard the arguments for a China bubble in some shape or form, and may hold different views for or against. Regardless, it is constructive when someone brings together all major arguments for one side in one piece. Here, courtesy of Pivot Capitol Managment , is the full case for a major China slowdown. Why: There's more debt in China than common figures suggest. Capital-expenditure driven growth is likely to collapse soon. The China urbanization driver is far weaker than proclaimed. [more...]
Date: 2009-09-25 20:10:20
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Videos
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Why China Purchases US Debt
To understand why China purchases US debt one has to look at the manufacturing and distribution model ... could be redeployed globally through banking, distribution, construction or for internal financing [more...]
Date: 2009-01-10 11:05:00
China to Relax Bad Debt Rules to Encourage Lending
In another sign that China's slump is serious enough to evoke crisis responses from the officialdom, ... . The objective is to encourage banks to continue to extend credit to borrowers experiencing short-term ... ,” said Liao Qiang, the rating company’s Beijing-based analyst, in an interview. “Governments tend [more...]
Date: 2009-01-12 06:19:21
Emerging Economies Risk Being Crowded Out As First World Steps Up Borrowing
There has been some discussion of the possibility of buyer revulsion eventually reaching the Treasury market as a burgeoning calendar bumps up ... rates...” Brazil, Russia, India and China face external debt payments of $205bn, $605bn, $257bn and $2,437bn respectively, but can rely on large foreign exchange reserves to help meet bills [more...]
Date: 2008-12-29 04:02:28
Predictions for 2009
Hi everyone. First, I’d like to say I’m sorry I haven’t responded to those who have contacted me or left comments recently; ... will drift away as the US can’t get anyone to continue financing its debt and the Fed finally resorts to massive inflation to close the massive budgetary gaps. China will slowly stop buying debt [more...]
Date: 2009-01-08 21:47:56
Over Stimulated
Here is the headline that grabbed my attention this morning: House Democrats propose $825 Billion Stimulus Bill. I was completely floored ... to be a million (or trillion) years ago. We added 7/10th of a Trillion in debt last year just on the bailout ... question and concern for me. Much of our debt is owed to countries like China. When we owe money [more...]
Date: 2009-01-15 15:20:00
NY Times: China Cooling on US Debt
Ah, when it rains, it pours, We Americans get news that the US federal deficits are over the trillion mark even before Obama and Congress pull out the checkbook in an effort to buy some prosperity, when we also are told, via the New York Times, that China, our biggest creditor provider, [more...]
Date: 2009-01-08 16:41:53
Yellow Brick Road Economic Theory
There was an interesting buzz on Minyanville today by professor Fil Zucchi about a mass exodus of Chinese workers back to the farms ... government will be focused on.In my humble opinion, China's appetite for U.S. debt was simply a gigantic [more...]
Date: 2008-12-29 22:06:00
Top Stories and Blog Review - 8th Jan
Treasury: No Money Will Be Printed Nationwide Gurkhas decision delay criticised Why has MI5’s new chief gone public? How northern children top the happiness league Gaza conflict fuelling anger in UK, Muslims warn ... U.S. debt is losing its appeal in China Over 60,000 Bhutanese refugees want to resettle DAILY BLOG [more...]
Date: 2009-01-08 10:42:13
236.com: America's Drug Dealer About To Cut Us Off
According to the New York Times, China is "losing taste for debt" from the U.S. Clearly, this is an attempt to goad comedy writers into a 30-minutes-after-you-eat-chinese-you're-hungry-again line. Nice try. And you, too, Royal Bank of Scotland economist Ben Simpfendorfer [more...]
Date: 2009-01-11 02:26:42
Deficits Gone Wild, China’s Nuclear Option, I.O.U.S.A. on TV, Gold Outlook, and More!
by Addison Wiggin & Ian Mathias 2009 deficit now aimed at $1.2 trillion… not including TARP, or Obama stimulus Global bond crisis… China slows U.S. debt ... exceed 8% of U.S. GDP , creating the most tremendous single-year debt burden since 1945 [more...]
Date: 2009-01-08 01:36:29
Jobs Looking Increasingly Dismal Already
For those unfamiliar with how jobs and wages adjust in economic downturns, please see the Austrian Theory of Unemployment ... Canadian Coal trust, mostly with debt financing.Job losses are global, and China is not immune; Lovono [more...]
Date: 2009-01-08 16:22:00
Which Is the Real Headline?
One of these headlines is real. Guess which one? “Titanic Docks in New York — Sinking Was a Hoax” “To Settle Debt, U.S. Gives New Jersey to China” “History May See Lincoln-Like Greatness [more...]
Date: 2009-01-15 22:30:31
Second Amendment News Roundup for 1/14/09
Focusing on guns, politics, and news of interest, here is today's Second Amendment News Roundup: ... the Constitutional High Ground.'Nicki provides a good summary of John Stossel's analysis ... Shooters Association has the quote of the day from China, which has been buying up U.S. debt [more...]
Date: 2009-01-14 19:15:00
After-Hours Movers 9/29: HOKU, JBL, ZZ, NKE Higher; CLP, DRI, SS...
Hoku Scientific, Inc. (NASDAQ: HOKU) 41% HIGHER; today announced the signing of a definitive agreement providing for a majority investment in Hoku by Tianwei and debt financing by Tianwei and China Construction Bank for the construction and development of Hoku's polysilicon production facility in Pocatello, Idaho. read more [more...]
Date: 2009-09-29 22:24:40
This is Not Good
The International Herald Tribune is reporting that China is slowing down on its purchases of U.S. Debt Instruments.China has bought more than $1 trillion in American debt, but as the global downturn ... on the world economy.At first glance, the declining Chinese appetite for U.S. debt - apparent in a series [more...]
Date: 2009-01-08 17:08:57
Guest Post: "How Can No One See An Imminent Fall in Chinese GDP and a Secular Slowdown Thereafter?"
I am now wondering if Google censors posts (I use Blogger) ... , China is not burdened by high debt levels, so it has room to manoeuver. Similarly, the World Bank's [more...]
Date: 2008-12-23 13:52:19
1-8-2009 (Thu Morning) Fin. & Econ. Activity
U.S. stocks slid for a second day after retailers from Wal-Mart Stores Inc. to Macy’s Inc ... ;>>China has bought more than $1 trillion of American debt, but as the global downturn ... of its entire economic output buying foreign debt, mostly American. In September, it surpassed Japan [more...]
Date: 2009-01-08 07:47:53
China’s Prospects for 2009 - Follow Up
China’s Prospects for 2009 - Follow Up The Big Picture 3 Comments » Prior to the new year, and in preparation for an interview, ... leads directly to its huge FX reserves. Now China is the largest owner of US treasury debt. Given [more...]
Date: 2009-01-10 17:13:54
A Reversal of Fortune
Over the past 30 years, there has been a significant redirection of global capital flows ... . China now holds over 10% of the US dollar denominated debt, a little more than a trillion dollars ... , to finance their heavy spending. The problem, he said, was not that Americans spend too much [more...]
Date: 2008-12-27 23:09:13
Connected (保持通话) [Hong Kong] - 2008
Country: Hong KongProduction Company: Armor Entertainment/ Emperor Motion Pictures/ Warner China Film HG CorporationGenre: ActionDirector: ... -end job as a debt collector, he’s trapped in a job that goes against his usual easy-going helpful [more...]
Date: 2008-09-09 01:05:00
Thursday morning links
#fullpost{display:inline;}TOP STORIESRegulators adopt new credit card rules - APTrade-Protection Threat in China, Russia, U.S ... - MarketWatch“The Biggest Bubble Of All . . . U.S. Government Debt” - George Washington BlogMARKETS ... -Funded Downpayment Assistance" Loans - ML-ImplodeRealtors: State home prices have a brutal 2008 - SF [more...]
Date: 2008-12-18 14:13:00
Heading into the Financial Maelstrom
These are indeed uneasy times. All hands on deck. From Nouriel's blog, here is a comment from London Banker, a writer and commentator for the blog: ... . The role will include comprehensive, global data collection which will give the Fed visibility ... and Freddie Mac debt, may cut the portion held in US dollars, according to China International [more...]
Date: 2008-09-12 15:20:38
Waterford Wedgwood PLC Enters Bankruptcy
One of the world’s premier luxury china and crystal makers, Waterford Wedgwood PLC, ... themselves taking on substantial debt to fund their expansion and acquisition efforts ... , Wedgwood and Royal Doulton collectors, both from a buying and selling perspective. It is certain [more...]
Date: 2009-01-05 17:08:48
Blogs Cover Possibility of Higher Rates
A: Readers of UD know by now my thoughts on the long end of the treasury curve; my expectations for a multi-year rise of longer term yields ... discussed here is investment advice. As always, talk to your financial planner before making any ... for Chinese exports. China holds a large amount of US treasuries, in essence, funding our debt [more...]
Date: 2008-11-02 15:14:17
China's Complicated Telecom Mergers (CHU, CN, CHA)
There is a complicated merger in the Chinese telecom market, which is part of the government mandate to consolidate a fragmented telecom industry in China ... Netcom Group Corp. (NYSE: CN) in a deal that puts the debt and equity value around $56.3 Billion [more...]
Date: 2008-06-02 12:14:06
China As Downturn Neophyte. If I Stick My Head In The Sand....
CLB's own Steve Dickinson has just returned from the annual China Maritime Law Conference, made up mostly of China's leading maritime lawyers ... are mostly new companies, they are heavily in debt. These breaches threaten the life of the entire [more...]
Date: 2008-11-08 07:04:27
Chinese farmer invents walking, talking, rickshaw-pulling robot
Chinese farmer Wu Yulu came from an impoverished village outside of Beijing and did not have the chance to attain secondary education, ... his family into debt in the process of experimenting with robots, Wu has been hailed by the media ... around China to exhibit his creations. UPDATE: We have been notified that this might actually be old [more...]
Date: 2009-01-14 00:00:54
Look who's #2 on global stimulus package
CURRENTS: "The New Old Big Thing in Economics: J.M. Keynes," by Sudeep Reddy, Wall Street Journal, 8 January 2009 ... : we expect China to both stimulate itself and the world and be the primary buyer of our debt--AT THE SAME [more...]
Date: 2009-01-13 02:56:57
Money Match #6: Anya, Boston area Female Seeking Male
Here's another Money Match profile, from someone whose experience living in China has given her a very interesting perspective on personal finance: ... by them. I have no debt and don't own many clothes or other objects, but the ones I own I value highly [more...]
Date: 2008-10-29 13:09:00
Has Deregulation Sired Fascism? By Paul Craig Roberts
Dandelion Salad By Paul Craig Roberts 09/24/08 “ICH” Remember the good old days when the economic threat was mere recession? ... growth and consumer incomes in China and Indonesia, not in Detroit and Cincinnati. In the 20th century ... , economic growth has resulted from debt expansion. Most Americans have experienced little, if any, income [more...]
Date: 2008-09-25 00:47:36
Unemployed to reach postwar high: OECD
Well, you’re going to be unemployed for years, but the biggest banks are making record profits, so the economy is doing fine, just a little slow, or so we’re told. Recent: US credit shrinks at Great Depression rate prompting fears of double-dip recession | Nassim Taleb on the economy: ‘We still have the same disease’ | Flaherty sees deficit, debt, and timetable to return to surplus all expanding | Investors dump money market funds | Scotiabank: Global economy set to recover, China and [more...]
Date: 2009-09-16 11:31:21
China’s Bloodless Taking Over of The USA by Guadamour
GUADAMOUR by Guadamour featured writerDandelion SaladGuadamour’s blog post Sept ... of debt. Through Bankruptcy “Reform” Congress whose arm was severely twisted by the banking lobby ... it produces nothing but more debt and a continual stream of more profits for the banking and credit [more...]
Date: 2008-09-29 01:35:47
US Deficits, IMF Hypocrisy, China & You
Dear readers, never let it be said that my blog posts--rants if you're so inclined--are the product of mere creative writing ... percentage terms, America's national debt isn't particularly high compared to those of other industrialized ... size as well. I am aware of America's extraordinary privilege of being able to print its debt [more...]
Date: 2009-01-08 07:52:00
China: It Ain't The Business, It's The Pot Of Cash.
I rarely have revelations, but after being knocked over the head countless times over the years, ... by US companies and both were unwilling to spend any money at all in an effort to collect those sums. Steve ... that if these two companies did not get more aggressive in their debt collections, they would end up going under [more...]
Date: 2008-12-14 03:09:08
Waterford Wedgwood in receiver’s hands
By Jim Boulden CNN LONDON, England (CNN) — Fine china and glasswork maker Waterford Wedgwood plc has called in a receiver – the British ... Deloitte, and added it will announce later Monday which of its Irish and UK subsidiaries ... no longer pay its debt obligations to a consortium of lenders, headed by Bank of America. Waterford [more...]
Date: 2009-01-05 12:51:10
China's "Human Flesh Search Engine" Probably Isn't What You Think It Is
In some respects, MySpace, FriendFinder, and every other social networking site could be considered a human flesh search engine ... posted Wang's personal information on several forums, including his phone numbers, address, and national ID number. Someone painted a slogan on his door that read "A blood debt must be repaid [more...]
Date: 2008-11-26 17:09:50
Deficit spending and foreign policy independence
El Borak has a post talking about how the Chinese might not even have the money to loan us $1T for Obama's stimulus proposal, ... debt, they gain leverage over Congress and the President similar to the way that a bank has leverage over someone who took out a mortgage through them. While China may not go to war to collect that money [more...]
Date: 2009-01-12 12:07:39
China: The Power Behind the $700 Billion Bailout
As Congress prepares to gift $15 billion to the three U.S. auto makers, there remains the mystery behind this year’s $8 ... . Yes, taxes will pay part of the bill. But the rest will be piled onto the national debt, which ... That Lend You Money,” which is Mr. Gao’s primary advice. One of Mr. Gao’s thoughts illuminates his take [more...]
Date: 2008-12-10 16:48:41
China: The Power Behind the $700 Billion Bailout
As Congress prepares to gift $15 billion to the three U.S. auto makers, there remains the mystery behind this year’s $8 ... . Yes, taxes will pay part of the bill. But the rest will be piled onto the national debt, which ... That Lend You Money,” which is Mr. Gao’s primary advice. One of Mr. Gao’s thoughts illuminates his take [more...]
Date: 2008-12-10 19:31:00
And You Thought Credit Cards Companies Here Were Vicious? [Credit Cards]
America's painfully slow economic decline is partly fueled by almost $1 trillion of revolving credit card debt, an albatross our imperial credit card companies are all too happy to export. Most of the world's ... countries." "Industry experts" worry that the 100 million credit card users in China and Turkey may [more...]
Date: 2008-08-11 01:45:45
U.S. Woes Open Door for China
Gerald F. Seib, executive Washington editor of The Wall Street Journal, ... . In practical terms, because its financial system is far less exposed to the debt problems now ravaging the West [more...]
Date: 2008-12-23 16:00:49
Returned China volunteers (RPCVs) ask the agency’s director to help pay $12, ... for two years with lung cancer, and her family is now left with a mountain of debt. Below is a letter [more...]
Date: 2009-01-14 18:00:46
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