China came back strongly on Wednesday, her equity markets logging in gains to close the week up and for the CNH to close the gap against the CNY, strengthening, of course, as the… Continue reading
Back when I was in Perth, a friend from China told me that his uncle liked to stop by dead kangaroos on the road to pick a nice juicy tail for stew and… Continue reading
I read an interesting UBS report on why Gold is coiled to spring higher from here. Using their in house model on the probability that the Fed would reflate in 6-12 months that… Continue reading
Not sure if anyone has noticed that the CNH/CNY spread is widest in 2 years. It has always been CNH the stronger and CNY tempering it’s strength but it is not since the… Continue reading
Taken from CNN http://money.cnn.com/data/fear-and-greed/ And we are in pretty Extreme Fear zone now. Wow. If this is Extreme Fear, then I guess we cannot get worse and the stock market will be rallying… Continue reading
Shanghai Composite Index at an 18 month high tells us to TALK TO THE HAND and charts suggest another 4-5% upside as we head into the opening of the Shanghai-HK stock exchanges connect… Continue reading
I think Jokowi looks like Obama and I am not alone. We are nearly in the final leg of 2014 and Asia has 2 new populist leaders in the 2 most populous… Continue reading
We all need something to believe it and we now have the Fed’s Forward Guidance to show us the way for us to pretend that the future is here. That is what the… Continue reading
Don’t push too far Your dreams are china in your hand Don’t wish too hard Because they may come true And you can’t help them You don’t know what you might Have set… Continue reading
