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Month: October 2012

The Rise of Asia

  Within less than one year, the United States in its Draconian move threatening to confiscate the assets of any foreign entity that FAILS to report what...

Beijing

  I promised everyone at the San Diego Conference that I would make a first hand account of the world economy on this trip. Hong Kong property is at record...

Bangkok

We are preparing a Special Asian forecast for the Bangkok Seminar. We will be reviewing Asia on a country by country basis and have been reviewing things in China...

Gold

Gold is still in a position to press higher. Next week remains a target for rising volatility and the week after a turning point. The numbers are the numbers. We...

Updating From Beijing – Exposing Corruption

In China, the top scandal is about corruption. The story of Bo Xilai, a charismatic and ambitious politician, who was the Communist Party secretary of China’s...

Rediscovery of the Business Cycle

One of the Question at the San Diego Conference was about the acceptance of cycles in the West. In Asia, cycles are part of their religion. In the West, the...

World at a Glance

One of the primary mistakes that the Federal Reserve is making has been to follow the same policy of Japan with exceptionally low interest rates. While the theory...