Wed 2009-04-01 00:00 EDT
naked capitalism: Japan Exports Fall By 46% in January, Producing Record Trade Deficit
46; January; Japan Exports Fall; naked capitalism; Producing Record Trade Deficit.
Thu 2009-02-26 00:00 EST
Tue 2009-02-24 00:00 EST
``savings rate is rising, consumption is falling, and the trade deficit is declining''
Fri 2009-01-16 00:00 EST
Chinese imports; December; Exports Continued; Fall; naked capitalism; WSJ.
Fri 2009-01-16 00:00 EST
``There is a game of chicken developing here: both China and Japan hold more than $1.5 trillion in US paper and whoever drops it off the cliff first, will beat the one who hesitates...Will they do it? I would think so! This will probably happen after Saudi Arabia falls to revolutionaries...It is the focal point of all of bin Ladens works and dreams. And it will happen if oil drops below $30 a barrel.'' ``Store shelfs are packed with goods. But let that not fool us! These are the detritus from deals made at least a year ago if not longer. There is nothing in the pipeline. Once the shelves are cleared of goods, there will be few replacements.'' ``The US and EU refused to police our bankers and brokers. So the Communist Chinese will do this for us. No one will bank with the West. They will bank with China if China has good controls...And our money will have Mao grinning at us. We deserve this.''
Fri 2009-01-16 00:00 EST
durations shifts in stocks as prices and earnings fall
2009; Hussman Funds; January 12; long-term; shorter; weekly market comments.
Fri 2009-01-16 00:00 EST
``the glut of chips will continue unabated...values are falling fast''
Chipmakers Resort; chips; meaning; Mish's Global Economic Trend Analysis.
Sun 2008-11-23 00:00 EST
Thu 2008-11-13 00:00 EST
``Expect to see a narrowing of the reported trade deficit from ~7% to 2% or less of GDP (now at slightly less than 5%).''
Falling International Reserves Explored; Mish's Global Economic Trend Analysis; strange case.
Fri 2008-11-07 00:00 EST
Fri 2008-11-07 00:00 EST
Wed 2008-10-22 00:00 EDT