News & Media

The World Goes Electric! August 2, 2010

Recently JP Morgan cut their forecast for the price of oil for 2010 and 2011. One of the primary reasons for this price reduction was the fact that China was moving rapidly towards renewable energy and energy efficiency. That may be an understatement as China is now forecasting that the price per kilowatt for electricity [...]

Has The American Experiment Failed? Part II July 21, 2010

The question before us is “Can we save the American Experiment”? The short answer is maybe but by no means is it an absolute certainty. In order to save the American Experiment all Americans must first realize that they all share some responsibility for allowing the United States to reach this tipping point. We have [...]

Has The American Experiment Failed? Part I July 17, 2010

During the 19th century many European historians and Philosophers referred to the young American democracy as the “Grand Experiment” noting that nothing really like existed anywhere else in the world. Freed from the yoke of tyranny a group of like minded independent citizens had set about to forge a set of common laws that allowed [...]

How Asian Investors Can Mitigate the Chinese Real Estate Bubble, July 10, 2010

The Chinese economic juggernaut is now clearly back on course with a second quarter GDP growth rate of 11.9%. China’s trade surplus widened to the highest this year and exports climbed more than estimated to a record in June. The Chinese property market has experienced dramatic gains over the past 12 months with rampant speculation [...]

The Yuan Unshackled, but can Americans learn to Save?

We have been forecasting the imminent appreciation of the Yuan and as such last week’s announcement by the Chinese government was welcome news. We do not believe that the Yuan will be allowed to appreciate more than 3%-5% this year noting the razor thin profit margins that Chinese textile manufacturers are operating with. However the [...]

The Euro, The P.I.G.S begin to Squeal! May 25, 2010

Since the European Union adopted the Euro Euro-Area countries failed fiscal goals 57% of the time. Italy and Belgium missed one or both of their targets in all 11 years so does anyone really believe that Greece famous for its tax evasion and bloated public sector unions will really be able to bring its deficit [...]

The Oil Bubble is Deflating, May 19, 2010

As we had forecasted on April 19, 2010 the oil bubble has begun to burst. We now expect oil to be trading at $60 dollars a barrel by June 15th 2010 with further declines after that date being highly probable!

The Euro, putting Lipstick on the P.I.G.S, May 4, 2010

The IMF and European Union have accepted a $146 Billion bailout package for the Greek government, the only problem is that they didn’t bother to as Greek citizens if they would accept it? The answer as can be seen on the streets of Athens today is a resounding no! The problem for Greece, Portugal and [...]

Is the Oil Bubble ready to burst! April 19, 2010

The scenario for a significant correction in crude oil prices is becoming increasingly probable. The Organization of Petroleum Exporting Countries continues to ramp up production increasing output by 5.6 percent from a year earlier while the United States the largest consumer continues to reduce demand down 9.4% from 2005 demand levels. And while demand will [...]

The Dark Side of India April 16, 2010

I am referring to the India where 500 million people live on less than a dollar a day and a place where 800 million people live on less than two dollars a day. It is a country in which six hundred and fifty million people lack basic sanitation and where eighty percent of the ground [...]