Bubbles

My 7 tips of the year 2013 – I start with the macro view

Dec 25 2012 @ 21:59
Over the next seven days starting tomorrow I shall publish my seven share tips of the year for 2013. But before starting that exercise tomorrow I consider first my macro assumptions and predictions for 2013. There is no point making an oil stock a tip of the year if you think the crude price is heading […]
 

Lessons From The Financial Markets For 2013: Why Apple Really Collapsed In October

Dec 17 2012 @ 02:14
As luck would have it I started writing Lessons From The Financial Markets For 2013 in the first week of October, the anniversary of the death of Apple (AAPL) supremo Steve Jobs. At that time the shares had soared almost exponentially, not even blinking when Jobs died and slapping down all of those who had thus far attempted […]
 

Qihang Equipment – another China sell

Sep 27 2012 @ 02:46
I have never written about this company before but interim results out today from Qihang Equipment (LSE:QIH) are pretty shocking and at 14.75p, the £8.56 million market capitalisation appears to be a total joke. Yup, this is another Chinese stock which brings no credit to AIM. The company claims to be:  “a fast growing machine […]
 

Geong – Numbers Just look wrong

Sep 20 2012 @ 04:29
AIM listed China tech stock Geong (LSE:GNG) is at 5.875p valued at just £2.13 million and according to its AGM statement it has net cash of £2.2 million and it recorded a small profit last year (to March 31st 2012) of £400,000 ( down from £2.6 million) on sales of £9.7 million (£11.3 million). So […]
 

China Crash 2012 – Socks, Walnuts and capital misallocation

Sep 09 2012 @ 13:13
I have for months argued here that the experts have got it wrong. City analysts tell you that by slashing interest rates and by investing $99 billion in new infrastructure projects China can avoid a hard landing and its economy can “land softly” before growing again rapidly next year. The experts have already been shown […]
 

Sell Anthony Bolton’s China Special Situations Fund- the need to have China & India exposure myth

Sep 03 2012 @ 07:46
There will be some folks who tell you that you must (I repeat must) have exposure to China or India as part of a diversified portfolio. The question such folks ask is which? The arguments are well rehearsed: demographics, GDP Growth prospects, transformation of agrarian economies, competitive advantage. There is a plausible long term case […]
 

Citigroup to Pay $590 Million to Settle Lawsuit (C)

Aug 30 2012 @ 08:32
Citigroup Inc. (NYSE:C) will be paying $590 million to settle a lawsuit by its shareholders, who claimed that the bank kept them in dark by not disclosing massive losses arising out of subprime mortgage assets before the baking crisis erupted.
 

China Bubble Bursting – Crime

Aug 29 2012 @ 05:18
I have brought you evidence of how the China bubble is bursting in the real economy numerous times in the past months. Whether it be underpants, ships, steel, coal or electricity demand the evidence is clear for all to see: China is already suffering a very hard landing indeed. My thesis, however, is that this […]
 

China Hard Landing – the Underpants Evidence

Aug 22 2012 @ 07:43
I have warned so many times that China is set for a hard landing in the second half of 2012 that if you have ignored my numerous articles then there is probably no helping you at any stage. But I shall try again and I shall be brief. That is a pun. I am talking underpants here. […]
 

Facebook's Botched IPO And The Irrational Craze Over Social Media Stocks (FB, ZNGA, LNKD, GRPN)

Aug 13 2012 @ 15:30
It has been almost three months since social networking giant Facebook Inc. (NASDAQ: FB) completed its much awaited IPO. Expectations ahead of the IPO were huge. FB’s IPO was probably the most awaited since another technology giant, Google Inc. (NASDAQ: GOOG) listed its shares. However, one of the biggest ever tech IPOs has turned out […]
 
 
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