CHINA´S REBALANCING IMPERATIVE / PROJECT SYNDICATE

China’s Rebalancing Imperative China’s deeply entrenched countercyclical policy mindset is misaligned with its structural challenges: mounti...

AMERICA´S MOMENT OF TRUTH ON UKRAINE / THE FINANCIAL TIMES OP EDITORIAL

America’s moment of truth on Ukraine Republicans have a stark choice: help Zelenskyy or pay fealty to Trump Edward Luce Republican Marjorie ...

IS THE BULL PHASE IN GOLD AND SILVER OVER? / MACLEODFINANCE

Is the bull phase in gold and silver over? The fall in gold and silver prices has been dramatic, the sort of decline associated with a specu...

CHINA IS MOVING TOWARDS FULL MONETARY INDEPENDENCE / THE FINANCIAL TIMES OP EDITORIAL

China is moving towards full monetary independence The country needs to inflate away its high debt burden Russell Napier China has one of th...

CHINA SHOCK 2.0 WILL BE DIFFERENT / THE WALL STREET JOURNAL

China Shock 2.0 Will Be Different The latest flood of cheap goods is a lot more sophisticated and is important to Beijing’s long-term plans ...

NONSENSE AND BAD RULES PERSIST IN BANKING / PROJECT SYNDICATE

Nonsense and Bad Rules Persist in Banking While banks and the policymakers that support them claim that banking regulations would harm avera...

THERE IS NO ALTERNATIVE / JOHN MAULDIN´S WEEKLY NEWSLETTER

There Is No Alternative By John Mauldin  Today, we look at the world of “alternative investing.”  I put it in quotes because this was or...