The Greenback and Commodity Prices (PDF) - Globe Asia
The Real China Test - Newsweek
The Idiocy of Energy Independence - RealClearPolitics
Behind the Housing Gloom An Improving Backdrop - The Economist
Reliving the Savings & Loan Meltdown - Wall Street Journal
No End in Sight to the Economic Crisis - New York Times
Did the Stimulus Package Actually Stimulate? - [...]
As the Olympics Open, China’s Economy Slows - BusinessWeek
Thank God for the Chinese Consumer - Wall Street Journal
Will the Internet Change China or Vice Versa - Bloomberg
Britain Comes to Grips with a Slowdown - New York Times
Credit Crunch in a Century’s Context - The Economist
Capitalism Gets the Blame for Gov’t Crises - Telegraph
This is Not [...]
The Olympics in Beijing officially started today after months of pre-game scrutiny. China has gotten a lot of attention this past year as commodities such as corn and crude rose to new highs because of the high demand coming from them. In the following video below, Senior Market Strategist Jeff Friedman, gives an interesting analysis [...]
Can America’s Car Makers Survive? - Wall Street Journal
Can India Ever Catch Up to China? - Daily Telegraph
Thoughts on U.S. Economic Recovery - Financial Times
The Wisdom of Crowds, Year Two - RealClearMarkets
Bank of England Keeps Rate at 5% - Bloomberg
Demand Destruction with Commodities - Sir Charts-a-Lot
Were the Tax Rebates a Bust - Odd Numbers
Risk Cannot [...]
Friedman’s Futures Forecast: August
By Jeff Friedman
Last month, my big-picture themes for traders were to keep your eye on the U.S. dollar, and also China. These remain driving factors this month, too. But now, in early August, one major trend has changed: commodities are no longer going through the roof and are in midst of some [...]
For a primer on China’s investment opportunities and climate, “A Bull in China,” is a great resource, written by someone who has seen its economic developments first-hand over the last two decades. It provides a broad overview along with brief insights into dozens of listed stocks that already are big names in the Chinese stock market—and often can be traded in New York or London.
As Rogers writes: “Whatever the risks, this much is clear: it’s more scary to have all your savings in the U.S. stock market than it is to put a portion in China…”
Which is Worse, Inflation or Recession? - Times of London
The Currency that Saved Europe - New York Sun
Can U.S. Bring Jobs Back from China? - BusinessWeek
China Debunks Market ‘Domino Theory’ - Bloomberg
U.S. Options Index Rises Amid Bets Financials Will Keep Falling - Bloomberg
IMF’s Best Guess is for a Gradual U.S. Recovery - MarketWatch.com
Ford [...]
Commodity markets are in the news every day now, from record-high gasoline prices in the United States to food riots around the world. If you want to understand how it all got started and where it all might end up, read “Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market,” by Jim Rogers.
