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Solar stocks after Fukushima

 

 

Chartsource:Finviz.com

Nothing learned from history?

Rising oil prices lift alternative biofuel start ups.

Okay most of them.

Chartsource:http://finviz.com/

Stocks watchlist

Chartsource:http://finviz.com/

ChinaDailyNews,Week 9,2011

Beijing Daily: the masses support stability

...China who have sought to sow chaos in the country on the heels of change in the Middle East. The editorial clearly targets the recent so-called “Jasmine Revolution” calls made online for gatherings of citizens at specified locations in Beijing and other major Chinese cities. “Conscientiously Preserving Social Harmony and Stability”  Latest Directives From the Ministry of Truth, February 24-March 1, 2011...Republic of China” and related laws and regulations, at the same that citizens’ legal freedom of speech is protected, it is forbidden to use the Internet, instant messaging tools, the media, and other methods to engage in the following behavior: 1) organizing or inciting resistance, violating what is covered by the constitution, laws,  The Coming Economic Collapse Revisited...trade with China. In an effort to boost profits, large scale US manufacturers and other multinational firms began outsourcing their manufacturing jobs to the People’s Republic soon after.   When other industries realized the kind of money that can be saved by sending work overseas, they soon followed suit.  The cost of capital...including China, but for different reasons. It is unlikely to end well. And what is this malaise? The failure to adhere to capitalism’s most basic discipline – the cost of capital. This blog, by the way, is dedicated to Peter, who in my blog China’s unasked questions paraphrased me as saying that China is fine, “except for some minor weakness   Country PEG Ratios...China tops the list with the best country PEG ratio at 1.94.  It is followed very closely by India at 1.95.  Both China and India have higher than average P/E ratios, but their GDP growth more than makes up for it at 9.50% and 8.50%, respectively.  Singapore and Russia, which rank 3rd and 4th, get to their low PEGs by having much lower  Please read the other interesting articles here.

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US Budget still very much unbalanced

SAI dwells deeper on Mary Meekers paper

 

First, "Revenue" is tiny relative to "Expenses."

Second, most of the expense is entitlement programs, not defense, education, or any of the other line items that most budget crusaders normally howl about.

Third, as horrifying as these charts are, they don't even show the trends of these two pies: The "expense" pie is growing like gangbusters, driven by the explosive growth of the entitlement programs that no one in government even has the balls to talk about. "Revenue" is barely growing at all.

 

More than one slap in the face

ChinaDailyNews,Week 4,2011

 Sohu.com Says Wireless Revenues Fell While Search Revenues Grew In ChinaChinese online media company Sohu.com Inc. reported its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2010, and said that while wireless revenues fell, online game and search engine revenues increased. The company's total revenues were USD173.2 million, up 27% year-over-year and 6% quarter-over-quarter. Brand...rom ChinaTechNews.com  Chinese Companies Favour Shanghai IPOs, Survey Finds...companies in China are likely to prefer a share sale in the domestic market in coming years, a recent survey has found. This will increase the proportion of Chinese initial public offerings in the domestic market.   from PEdaily Latest News The 5 Black Swans That Keep Dylan Grice Up At Night... And How To Hedge Against Them All...China?s economic model is biased towards misallocating resourcesevery country which has industrialized has experienced nasty bumps on the wayChina and the US are in the early stages of an arms racedemographic trends suggest more conflict in the oil rich regions of the worldbottlenecks are developing in key commodity marketsthe only thing central...from zero hedge   The China domino...similarity with China: Food inflation of a breadth and severity that few in the market appreciate. China’s food inflation is different from its other inflations, notably real estate and wages. It is more dangerous. For as much as there have been spasmodic protests around the price and availability of homes and pay, and as much as there has been ...from macrobusiness.com.au -  To read more articles please click here 

ChinaDailyNews,Week 3,2011

 

Thomas Friedman On China And America

...differences between China and the US. Note: absolutely nothing of significance will be learned in this presentation, which is merely a rehash of stale, faulty and thoroughly discredited assumptions yet it is a good starting point to learn about all that is flawed in the prevailing view of how the two countries are supposed to coexist in the futu... from zero hedge - Jan 22, 2011

 

China stock earnings calendar, Jan. 24-28

...Chinavestor) The following Chinese companies are going to report financial results for the quarter ended December 31, 2011 starting January 24, Monday. The week is heavy for U.S. stocks, such as Yahoo and Microsoft, but is light for Chinese ADRs. Most Chinese companies will report in February and March.

from Chinavestor - Jan 22, 2011

 

Connecting the Dots Between China’s Falling Consumption Level and Its Banking Crisis

...features of China’s continuing growth as an economic power is its extreme (as in unprecedented in the modern era) dependence on exports and investments as drivers of growth. Even more troubling is that as expansion continues, consumption keeps falling as a percentage of GDP. As countries become more affluent, consumption tends to rise in relati... from Naked Capitalism - Jan 22, 2011

Please continue reading more interesting news and articles of the past week here

Too big to fail becomes even bigger

The US financial system of the future:3 institutions with 80% market share??

 

In the latest available data (Q3 of 2010), the big 6 had assets worth 64 percent of GDP. This is up from before the crisis – assets in the big six at the end of 2006 were only about 55 percent of GDP. And this is up massively from 1995, when these same banks (some of which had different names back then) were only 17 percent of GDP. http://baselinescenario.com/2011/01/09/the-bill-daley-problem/

Green pastures

Everything is at the right place

Nomads in Tashkorgan Valley: Picture of the Week

The rise of Chongqing out of nowhere

Took this article off. After only 2 years many links are not working anymore  with annoying subscription popups.There is so much else to read and look at.Good bye FP. 

 

On Brazil

 Brazil: Some facts to consider!CFA magazine asked some questions about the investment star over recent years.Big income spreads,Chinas influence,mismanagement.Careful selection of companies and industries are important.  

Top China stories 2011 Official version

 

People’s Daily Online packaged a politically tidy version of China’s headlines in 2010. Missing from the list of options to be selected from web users between December 17 and December 27 — with the winners announced afterwards — were not just odd favorites, but critical and defining stories, such as the ongoing burden of housing prices and a series of violent attacks on school children in April and May.

Some unofficial lists

 

1. Jailed Chinese dissident Liu Xiaobo wins the Nobel Peace Prize
CMP (People’s Daily): “Liu Xiaobo can’t possibly understand
CMP: “China Youth Daily attacks Liu Xiaobo Nobel
CMP/Comic China: “Dove of peace caged
CMP/Bei Feng: “Viewing the Liu Xiaobo response through Twitter
CMP/Comic China: “Nobel languishes behind bars
CMP: “China’s responds to Liu Xiaobo Nobel

2. Seven Mentions by Premier Wen Jiabao of Political Reform
CNN: “Transcript of Interview with Chinese Premier Wen Jiabao
CMP/He Weifang: “First Steps Toward Political Reform
CMP/Hu Shuli: “We Must Act Quickly on Political Reform
CMP/Du Daozheng: “Democracy should not be divided into capitalist and socialist
CMP (People’s Daily): “China must take its own road

 

 

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