Here are the most innovative places on the planet, showing some rather stark contrasts.
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
The China Syndrome
I have a vivid illustration of the difference between me and many other market observers. Just yesterday on the Goldman-loving permabull site ZH, one chap deigned that, yes, the Chinese stock market mega-rally might peter out “a few weeks” after Golden Week is over. In other words, in about a month.
In contrast, yesterday, in the face of the 13th day in a row of Chinese stocks melting up, I declared both in print and on my tastylive show that not only was I holding my Chinese shorts, I was adding to them, because my sense was that the rally would flame out just like the one in May had.
(more…)Yang a Gong
China Fever
Well, I thought the huge spike we witnessed for a few minutes on Sunday was all that it would take to expurgate the short-covering and FOMO-ing of the recently-mega-juiced Chinese stock market, but nope, we beat even the Sunday Spike this morning. The fact that Chinese stock market is closed isn’t stopping the mania.
China’s Desperate Debt
Problem: the Chinese real estate market is dogshit, and real estate happens to be the centerpiece of the financial world of its citizens.
