Mish's Global Economic Trend Analysis Fri 2009-12-18 09:52 EST

China Faces Crash Scenario

Michael Shedlock

Problems in China continue to mount. Money supply is growing rampantly out of control, property prices are in a bubble, exports are weak, commodity speculation is pervasive, and GDP growth is more of a mirage than real...I side with Andy Xie who states ``China's asset markets are a Ponzi scheme''...Various Chinese asset bubbles are guaranteed to pop, but as I have said many times, the timing of such events is unknown. In this case however, I am more apt to believe sooner, rather than later.

China Faces Crash Scenario; Mish's Global Economic Trend Analysis.

Thu 2008-05-29 00:00 EDT

Interfluidity :: If you think it's the "index speculators"...

debunking Michael Master's testimony regarding commodity speculation; tacit cartel on the producer side, accommodating speculative futures prices, while managing spot supply? Steve Randy Waldman

index speculators; Interfluidity; Think.

Thu 2008-05-29 00:00 EDT

Jeff Matthews Is Not Making This Up: Congress Blames the Hedge Funds--Yeah, That's It!

Jeff Matthews Is Not Making This Up: Congress Blames the Hedge Funds--Yeah, That's It! commodity speculation trumped by oil price fundamentals

Congress blames; Hedge funds; Jeff Matthews; makes.

Wed 2008-05-28 00:00 EDT

Mish's Global Economic Trend Analysis: Commodities Speculation Symptom Of Larger Problem

Commodities Speculation Symptom; larger problem; Mish's Global Economic Trend Analysis.

Wed 2008-05-28 00:00 EDT

Mish's Global Economic Trend Analysis: Quantifying Commodities Speculation

Michael W. Master testimony

Mish's Global Economic Trend Analysis; Quantifying Commodities Speculation.

Wed 2008-05-28 00:00 EDT

The Yellow Brick Road > The last bubble in the investment desert

The Yellow Brick Road > The last bubble in the investment desert; commodities speculation; contango;

bubble; investment desert; Yellow-brick road.

Wed 2008-05-21 00:00 EDT

Winter (Economic & Market) Watch >> Berserker Funds in Commodities

Winter (Economic & Market) Watch >> Berserker Funds in Commodities; Michael Masters testifies on commodity speculation; "f investors (or whatever) held a stable currency with accurately rated (rather than bogus) investment grade financial instruments, with a positive real rate of return, against a truthful inflation number, would they be loaded to the gills with everything from grains to oil to cattle?"

Berserkers Funds; Commodities; economic; Market; watch; winter.