The Chinese Conundrum

The Chinese Conundrum

In Part I of our extended look at the current investment world of China, we took great pains to offer a balanced view of the strengths and weaknesses of China, …

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What Is The Chinese Conundrum of China?

What Is The Chinese Conundrum of China?

For untold centuries, the annals of Western Civilization have repeatedly described the fascination that China and “the Orient”[1] have held for explorers, …

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AIG: The Making Of A Cash Flow Machine

AIG: The Making Of A Cash Flow Machine

I do not frequently use this space to “follow-up” on recent topics about which I have written. I also realize that I just followed up with a story …

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Will We Be Fed or Fed Up?

Will We Be Fed or Fed Up?

This Wednesday, July 31st, the U.S. Federal Reserve Board will release its latest “policy action statement” at 2:00 PM EDT (1:00 PM CDT; 7:00 PM IST). …

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Look What Has “Emerged”

Look What Has “Emerged”

In “Failure to Communicate”, we detailed the deleterious impact that the words of Ben Bernanke (U.S. Federal Reserve Chair) words on May 22nd and June 21st …

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Apple Targeted For Investigation

Apple Targeted For Investigation

Imagine, readers, what would happen if that headline appeared in an Associated Press Tweet on Tuesday morning around 10 AM!  Combine three words that, on …

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