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China

Trade War! Making Sense of Trump’s Good Cop / Bad Cop Theatre

Ongoing US monetary tightening is not the only risk facing Wall Street-corrected world stock markets. The past few weeks have…

The Great China Deleverage: Economy Ain’t Broke and Stocks OK

There remains a lot of noise about incipient trade wars and the like between the US and China. But, interestingly,…

Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market

There have been remarkable developments on the Korean peninsula of late. The flurry of events began at the Winter Olympics…

More Xi: China’s Pathway Towards Economic Stability

There were significant developments out of China last quarter. The most important was the announcement by state media in late…

Roving Bitcoin Miners Escape China in Search of a Better Home

One of the world’s largest utilities, Hydro Quebec, is suddenly struggling to meet demand as an influx of new Chinese…

The Establishment Strikes Back: Cryptocurrency Prohibition

BITCOIN - The Currency for Drug Dealers, Terrorists, and/or Pedophiles Kenneth Rogoff (economics professor at Harvard) recently opined in a…