The Road to Default By John Mauldin Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or ...
STATE OF DENIAL: AMERICA´S PUBLIC-SECTOR PENSION SCHEMES ARE TRILLIONS OF DOLLARS SHORT / THE ECONOMIST
State of denial America’s public-sector pension schemes are trillions of dollars short Police officers, teachers and other public worker...
CHINA UPDATE / CREDIT BUBBLE BULLETIN
China Update Doug Nolan We shouldn’t read too much into one month. With a holiday week, October is typically a sluggish period for ...
FINGERS POINT AT HEDGE FUNDS AFTER JAPAN BOND SELL-OFF / THE FINANCIAL TIMES
Fingers point at hedge funds after Japan bond sell-off Trend-following investors switched bets after price crossed key threshold Laurenc...
OLD, NOT YET RICH: CHINA´S MEDIAN AGE WILL SOON OVERTAKE AMERICA´S / THE ECONOMIST
Old, not yet rich China’s median age will soon overtake America’s Demography may be the Chinese economy’s biggest challenge SHORT...
A U.S.- CHINA TRADE DEAL WON´T RESCUE EMERGING MARKETS STOCKS / THE WALL STREET JOURNAL
A U.S.-China Trade Deal Won’t Rescue Emerging Market Stocks What is happening in the slowing Chinese domestic economy matters far more fo...
HONG KONG PROTESTERS CALL FOR U.S. HELP. CHINA SEES A CONSPIRACY. / THE NEW YORK TIMES
Hong Kong Protesters Call for U.S. Help. China Sees a Conspiracy. The United States, viewed as a champion of democracy, occupies a symbol...