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china’s hard landing with reality

Yeah, About This Boom

By |2018-02-26T12:28:02-05:00February 26th, 2018|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

In October 2006, the Communist Party of China unveiled a landmark new policy aimed at easing social and societal unrest in the country. The Chinese leadership would strive for a “harmonious society”, reaching this goal no later than 2020. As one of the final works for 16th Party Congress convened in 2002, it would stand as the template for how [...]

An Unexpected (And Rotten) Branch of the Maestro’s Legacy

By |2018-04-23T16:41:52-04:00October 24th, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The most significant part of China’s 19th Party Congress ended in the usual anticlimactic fashion. These events are for show, not debate. Like any good trial lawyer will tell you, you never ask a question in court that you don’t already know the answer to. For China’s Communists, that meant nominating Xi Jinping’s name to be written into the Communist [...]

Officially A No-growth World

By |2017-10-19T17:51:45-04:00October 19th, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

I really don’t think people quite understand just how much trouble China is in right now. That’s no mystery because in the Western media the Chinese economy is almost always described as somewhere between awesome and magnificent (only slight hyperbole). Their government, on the other hand, is not fooled. General Secretary Xi Jinping opened the Communist Party’s 19th Congress with [...]

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