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Eight massive shifts underway in energy. U.S. men of prime working age are dropping out of the labor force. Venezuela on the brink of social and economic collapse. Headlines * WSJ - Global Bonds: Even Further Through the Looking Glass 6/16. Long dated bonds continue to fall - generating outsize returns,
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The shipping world is about to change with the opening of new Panama Canal locks. U.S. shale reserves: now you see me, now you don’t. Headlines * FT - Coal use plunges as China cuts back and US turns to gas 6/8. "Global consumption and production levels for
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The volume of Chinese wealth-management products is becoming unwieldy. Banks have had enough of this negative interest rate nonsense. Headlines * WSJ - 'Niger Delta Avengers' Sabotage Oil Output 6/5. Bottom line, these guys are messing things up in Nigeria by seeking to bring Nigerian oil output to
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Loans taken out by commodity rich countries in the good old days to be paid back in oil have become a major liability. The financial outlook for Chinese firms isn’t looking so good. Negative yields on corporate bonds – hey, it’s better than what you can get for the
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China’s coming debt bust. It’s a short one this week – traveling with the family. Enjoy! Headlines * FT - Chinese retail investors throw global commodities into a tailspin 5/6. Without a better outlet, money from Chinese retail investors has found its way to the commodity markets. * FT - Canada'
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Beware of ‘investments’ being peddled by Chinese banks. China no longer getting the same bang for the buck. Industry concentration tends to result less money going to employees. Headlines * FT - Will duration risk rear its head for bond investors? 4/28. "The duration on the Barclays global aggregate bond
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Even Apple isn't immune to Chinese oversight. China debt load is piling high. Retailer existential crisis. Headlines * NYT - U.S. Suicide Rate Surges to a 30-Year High 4/22. Things aren't hunky dory for a lot of people. * FT - China's debt-shrinking machine
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The Wall Street Oil Crash in charts. Chinese $3tn bond market not looking so good. This week is a very graphic heavy week, just happens that way sometimes. Additionally, I want to call attention to a report that me and my business partner put out for our real estate development
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We burn cash for you – China tech. Mom & Pop investors in China are getting hosed. Water Wars in India. The feedback has been positive for the new format, so it is here to stay. Lots of good reads this week. Enjoy. Headlines * NYT - Rural Water, Not City Smog, May
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The virtuous cycle of Chinese real estate development. Global liquidity trap. What’s driving the China M&A boom? In an effort to ease readability and to assist with navigation of the weekly posts I have updated the format this week. I am removing the featured articles/themes from
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Bank exposure to the oil patch. Dalian Wanda cuts contracted sales target. Anbang’s source of funds. Alibaba and Tencent, those numbers seem suspicious. I’m going to break trend this week and cover four topics/articles (it’s just been one of those weeks) 1) is Bradley Olson’s,
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Chinese companies looking for cash flow. The knock on effects of low oil prices. U.S. Commercial Real Estate starting to get that sinking feeling. Happy Easter! This week the three major themes/articles are 1) James Kynge, Gabriel Wildau and Don Weinland’s "China Inc: The quest for